How to configure Kommo integration?

Sign in to your Bukza account. Then click Templates and integrations.

Click Create configuration for Kommo.

Enter your domain to connect your Kommo account and click Get configuration. If your CRM is located at https://mydomain.kommo.com, enter "mydomain" in the domain field.

A Kommo popup window will appear, where you should select your account and grant the necessary permissions to the Bukza application.

To prevent duplicate contacts from being created, select the Find contact by field checkbox and choose the field to search by. You can select up to three fields to check for duplicates.

If needed, create a contact and lead with the required fields, status, and funnel. The lead will be automatically linked to the contact. Specify the rules for transferring fields (for more information, see the instructions below).

You can also create a note for a lead or contact. This note will provide a summary of the order:

If you have added new fields in Kommo or updated the values of existing ones, you must first click Refresh configuration in Bukza and save the settings.

For a contact or lead, click Add Field. In the window, select the Bukza field from which the data will be taken. Then select the Kommo field where you want this data to be transferred.

All fields from Bukza are converted to strings, with the following notes:

• Checkbox values are converted to '+' and '-'.
• You can specify your own format for dates, for example, 'dd.mm' for a short date or 'HH:mm' for time. If you leave the format empty, the default Kommo date format will be used:
  'yyyy-MM-dd HH:mm:ss'.
• The total share count is '0' when the price option for the whole resource is booked, but in this case, the share count for that specific price option is '1'.

To correctly transfer the values of lists and multi-lists, their values must exactly match the field values in Bukza. If they do not match, you will need to create more complex transfer rules. Read more about this below.

Suppose you have price options for the whole resource: Rate A, Rate B, Rate C. But in Kommo, they are represented as a list of values: A, B, C.

In this case, you will need to configure a separate field transfer rule for each price option. For each rule, set the settings as follows:

In the end, your configuration will look like this:

You can send an order to Kommo from the order management screen.

You can also send an order to Kommo using a button, or automatically when certain events occur. To do this, create a trigger and add a task with the action Send order to Kommo. Learn more about how triggers work here.