主要功能
支援的資料類型
使用電子郵件、帳戶號碼與產品 ID 匯入客戶與帳戶資料。使用 IB 電子郵件與 IB 類型 ID 匯入介紹經紀商資料。
操作追蹤
以標題、資料類型、時間戳與使用者管理整合流程。以即時狀態更新追蹤資料匯入進度。
錯誤與日誌追蹤
檢視並記錄成功匯入紀錄的詳情。查找匯入過程中錯誤的詳細訊息。
運作方式
01
準備資料檔案
將資料格式化為 CSV 或 TSV 檔，以匯入客戶、帳戶或 IB 方案。
02
啟動匯入
前往匯入資料頁面並上傳檔案，開始資料整合。
03
監控進度
追蹤操作狀態，並在出現問題時檢視日誌或錯誤訊息。
04
存取已匯入資料
直接在對應後台頁面檢視已整合資料。
為何在 B2CORE 使用匯入資料？
無縫整合
快速將外部資料帶入後台，精簡營運。
錯誤追蹤
詳盡日誌與錯誤訊息，確保及時解決。
時間效率
自動化大量資料上傳，節省時間並減少人為錯誤。
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.
