主な機能
対応データ種別
メール、アカウント番号、プロダクトIDでクライアントとアカウントデータをインポート。IBメールとIBタイプIDでIBデータをインポートできます。
操作の追跡
タイトル、データ種別、タイムスタンプ、ユーザーで連携プロセスを管理。リアルタイムのステータス更新でデータインポートの進捗を追跡できます。
エラーとログの追跡
正常にインポートされたレコードの詳細を表示・記録。インポート中に発生したエラーの詳細メッセージを確認できます。
仕組み
01
データファイルを準備
クライアント、アカウント、IBプログラムをインポートするため、データをCSVまたはTSVに整形します。
02
インポートを開始
インポートデータページに移動し、ファイルをアップロードしてデータ連携を開始します。
03
進捗を監視
操作のステータスを追跡し、問題があればログやエラーメッセージを確認します。
04
インポート済みデータにアクセス
連携したデータを、対応するバックオフィスページで直接確認できます。
B2COREでインポートデータを使う理由
シームレスな連携
外部データをバックオフィスへすばやく取り込み、業務を効率化します。
エラー追跡
詳細ログとエラーメッセージで、迅速な解決を支えます。
時間効率
一括データアップロードを自動化し、時間を節約して手作業ミスを減らします。
Frequently Asked
FAQ
A Customer Relationship Management platform helps businesses manage everything related to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients' accounts, from Know-Your-Client (KYC) compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers to keep track of their clients' needs and provide them with the best possible service.
We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2CORE.
We have built a strong onboarding procedures. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions.
We have a team of 30+ dedicated developers that are working on B2CORE improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
In case you find a bug in the product, we have a 24/7 Helpdesk system with 20+ Support specialists behind it. Your personal account manager will walk you through it so that once you face a problem you can quickly report it and our support team will immediately start working on the fix.
It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes.
Specifically for that we built a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients' data that are "tagged" to them.
