Sign in to your Bukza account.
Go to the Configuration screen and open Integrations.
Click Create amoCRM configuration.
Then enter your domain to connect your amoCRM account and click Get configuration.
If your CRM is located at https://mydomain.amocrm.com then enter "mydomain" into the domain field.
Then you will see an amoCRM popup window where you should pick your account and give necessary rights to Bukza application.
Set the checkbox Execute automatically after an order is completed.
Now, when a customer makes a reservation, the order will be automatically sent to the CRM.
If you want to send data manually, clear this checkbox.
An order may contain several reservations in its shopping cart.
If you want to perform all integration actions separately for each of these reservations, set the Execute for each reservation in the order checkbox.
To avoid creating a duplicate contact, select the Search contact by a field checkbox and select the field to search for.
This way you can select up to 3 fields for searching for duplicates.
If necessary, create a contact and lead with the required fields, status, and funnel.
The lead will be automatically attached to the contact.
Specify the rules for transferring fields (for more information, read instructions below)
You can also create a note for a lead or contact.
This note will provide a summary of the order:
If you added new fields in amoCRM or updated the values of existing ones, you must first click Refresh configuration in Bukza.
For a contact or lead, click Add Field.
In the window, select the Bukza field where the data will be taken from.
Then select the amoCRM field where you want to transfer this data.
All fields from Bukza are converted to strings with some notes:
- Checkboxes 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 amoCRM date format will be used:
- The total share count is '0' when the price option for the whole resource was booked, but the share count of this specific price option is '1' in this case.
To correctly transfer the values of lists and multi-lists, their values must exactly match the values of fields in Bukza.
If they do not match, you will need to create more complex transfer rules.
Read more about this below.
Imagine that you have price options for the whole resource: Rate A, Rate B, Rate C.
But in amoCRM, they are presented 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.
In each rule, you need to set the settings like this:
Finally you will have a configuration like this:
It is possible to send an order to amoCRM on the order management screen.
Moreover you can create the quick action button to do this in one click.
You can read more about setting up quick actions here
It is important to note that if you have deleted or updated fields on the Bukza or amoCRM side, you will need to refresh the configuration and save.