주요 기능
지원 데이터 유형
이메일, 계정 번호, 상품 ID로 고객·계정 데이터를 가져오세요. IB 이메일과 IB type ID로 Introducing Broker 데이터를 가져오세요.
작업 추적
제목, 데이터 유형, 타임스탬프, 사용자로 연동 프로세스를 관리하세요. 실시간 상태 업데이트로 데이터 가져오기 진행을 추적하세요.
오류 및 로그 추적
성공적으로 가져온 기록의 상세를 확인하고 기록하세요. 가져오기 과정에서 발생한 오류의 상세 메시지를 확인하세요.
작동 방식
01
데이터 파일 준비
고객·계정·IB 프로그램 가져오기를 위해 CSV 또는 TSV 파일로 데이터를 형식화하세요.
02
가져오기 시작
Import Data 페이지로 이동해 파일을 업로드하고 데이터 연동을 시작하세요.
03
진행 모니터링
작업 상태를 추적하고 문제가 있으면 로그나 오류 메시지를 검토하세요.
04
가져온 데이터 접근
해당 백오피스 페이지에서 연동된 데이터를 바로 확인하세요.
B2CORE에서 Import Data를 사용해야 하는 이유
원활한 연동
간소화된 운영을 위해 외부 데이터를 백오피스로 빠르게 가져오세요.
오류 추적
적시 해결을 위한 상세 로그와 오류 메시지.
시간 효율성
대량 데이터 업로드를 자동화해 시간을 절약하고 수동 오류를 줄이세요.
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.
