Log in to your Bukza account.
Go to the Configuration screen and open the Integrations.
Then Create a Bitrix24 configuration and fill in the details to connect your Bitrix24 account and click Get configuration.
In Bitrix24 open the Applications section and go to the Webhooks tab.
Add inbound webhook.
Enter a name select 'CRM (crm)' and save.
You will receive a code to authenticate the webhook in Bitrix24.
You will need an example URL link to call REST.
Set the checkbox Execute automatically after an order is completed.
Now, when booking by the customer, the order will be automatically transferred to CRM.
If you want to send data manually, clear this checkbox.
There may be several bookings in the order basket.
If you want to separately carry out all integration activities for each of these reservations set the checkbox Execute for each reservation in the order.
In order not to create a duplicate contact, set the check box Search for duplicates by phone number or Search for duplicates by email or both at once.
Among contacts and companies the search is first by phone then by e-mail.
If a contact or company is found, then they become attached to the lead.
If contact or company is not found then the data is transferred to the lead.
You can create a contact or company based on this data.
In simple CRM mode a new contact is created automatically.
All required fields add only to the lead.
If you work in simple CRM mode then the created lead will automatically be converted into a deal and contact.
Specify the rules for moving fields (more on this below).
Open the settings.
Click the Forms and report settings tab and open Custom Fields.
In the window that opens add the required fields to the lead type.
You can also add a comment with order data to the lead, deal and contact.
In the comment there will be a summary with the data of the entire order:
If in Bitrix24 you added new fields or updated the values of existing ones be sure to click Refresh Ccnfiguration in Bukza first.
To create a lead with the required fields, click Add Field.
In the window that opens, select the Bukza field from where the data will be taken.
Then select the Bitrix24 field where you want to transfer this data.
All fields from Bukza are converted to strings with some nuances:
Check box values are converted to '+' and '-'.
For dates, you can specify your own format, for example, 'dd.MM' for a short date or 'hh:mm' for time.
If you leave the format empty the Bitrix24 date format will be used: 'yyyy‑MM‑dd hh:mm:ss'.
The total share count is '0' when the exclusive price option was booked but the total share count in the exclusive price option booked itself is '1'.
For the correct transfer of the values of lists and multi-lists their values must exactly match the values of the fields in Bukza.
If they do not match then you will need to create more complex transfer rules.
Read about it later.
Suppose you have exclusive price options: Rate A, Rate B, Rate C.
But in Bitrix24, the selected tariff is selected from the select 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 approximately the following settings:
This will result in such a configuration.
Now on the order management screen, it has become possible to send an order to Bitrix24.
Moreover you can customize 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 deleted or updated fields on the Bukza or Bitrix24 side, you will need to refresh the configuration and save.