核心功能
支持的数据类型
使用邮箱、账户号码与产品 ID 导入客户与账户数据。使用 IB 邮箱与 IB 类型 ID 导入介绍经纪人数据。
操作跟踪
使用标题、数据类型、时间戳与用户管理集成过程。通过实时状态更新跟踪数据导入进度。
错误与日志跟踪
查看并记录成功导入记录的详情。查找导入过程中遇到错误的详细消息。
运作方式
01
准备数据文件
将数据格式化为 CSV 或 TSV 文件，以导入客户、账户或 IB 计划。
02
发起导入
前往导入数据页面并上传文件以开始数据集成。
03
监控进度
跟踪操作状态，并在出现问题时审阅日志或错误消息。
04
访问已导入数据
直接在对应的后台页面查看已集成数据。
为何在 B2CORE 中使用导入数据？
无缝集成
快速将外部数据引入后台以简化运营。
错误跟踪
详尽日志与错误消息确保及时解决。
时间效率
自动化批量数据上传以节省时间并减少人工错误。
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.
