B2CORE Back Office
Effortless Data Management
Simplify your data integration and management with B2CORE. Import, export, and store client information, account details, or IB program data more efficiently in the Back Office.
Key Features
Supported Data Types
Import client and account data using email, account number and product ID. Import Introducing brokers’ data using IB email and IB type ID.
Operation Tracking
Manage the integration process using title, data type, timestamp, and users. Track the data importation progress using real-time status updates.
Error and Log Tracking
View and log details of successfully imported records. Find detailed messages for errors encountered during the import process.
How It Works
01
Prepare Data Files
Format data into a CSV or TSV file to import clients, accounts, or IB programs.
02
Initiate Import
Navigate to the Import Data page and upload your file to start data integration.
03
Monitor Progress
Track the operation’s status and review log or error messages if any issues arise.
04
Access Imported Data
View integrated data directly in the corresponding Back Office pages.
Why Use Import Data in B2CORE?
Seamless Integration
Quickly bring external data into the Back Office for streamlined operations.
Error Tracking
Detailed logs and error messages to ensure timely resolution.
Time Efficiency
Automate bulk data uploads to save time and reduce manual errors.
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.
Explore B2CORE’s Data Management
Simplify data integration using the data management on B2CORE. Prepare, bulk-import, and view client, account, and IB program data.