ERP and accounting
Two-way transfer of accounts, products, stock, orders and invoices, with duplicate prevention.
Services
Connecting Bitrix24 to your other systems
Entering the same data into two systems wastes time and creates errors. The point of integration is to remove that copying.
At a glance
- ERP and accounting
- E-invoicing
- Payment providers
- E-commerce
- Telephony
What happens without integration?
The picture we see most often:
- Sales goes into the CRM, accounting into another program, and the numbers never match
- Data is copied by hand to raise invoices and typos creep in
- Stock is not visible in the CRM so unavailable products get sold
- E-commerce orders never reach the CRM and customer history stays incomplete
- Management tries to build one table out of two separate reports
Which integrations we build
Where a ready connector exists we use the Market app; where it does not we write against the REST API.
E-invoicing
Sending invoices raised in the CRM through your provider and writing the status back.
Payment providers
Connections to payment gateways, with payment status landing on the CRM record.
E-commerce
Bringing store orders into the CRM and synchronising stock and prices.
Telephony
Connecting your existing phone system: call logging, screen pop and call reports.
Your own software
Two-way connections with industry-specific internal systems over the REST API.
First decide: which system is the source of truth?
Integration projects get stuck on decisions rather than technology. If customer details are updated in both systems, which one wins? Is price read from the CRM or the ERP? Whose word does stock follow?
An integration written before those questions are answered ends with two systems overwriting each other constantly. So our first output is always a data ownership table.
- A single source of truth defined per field
- Which side wins in a conflict
- Clarifying the direction of updates
- Setting the synchronisation frequency
What happens when it fails?
Integrations will fail one day: the other system does not answer, a format changes, a field comes through empty. The point is not that failures never happen but that what happens next was designed in advance.
Every integration gets retry logic, a queue for failed records and an alert to whoever owns it. We do not leave records disappearing quietly.
- Staged retry (backoff) logic
- Failed records held in a queue
- Automatic alert to the owner
- A transfer log you can inspect
Ready-made or built?
Bitrix24.Market has ready apps for widely used accounting programs, e-invoicing providers, couriers and payment gateways.
Where one exists we prefer it: it goes live faster, the vendor maintains it and it costs less. Where it does not exist or does not go far enough, we write against the REST API.
- Scanning the Market for a ready solution first
- Testing the scope and limits of that solution
- Filling the gaps with development
- Building from scratch only for fully custom requirements
Integration types and typical approach
Which need is usually met which way.
| Integration | Typical method | Direction | Typical duration |
|---|---|---|---|
| E-invoicing | Market app | Two-way | 2–5 days |
| Accounting | Market app or REST API | Two-way | 1–3 weeks |
| ERP | REST API | Two-way | 3–6 weeks |
| E-commerce | Market app or REST API | Two-way | 1–2 weeks |
| Payments | Market app | One-way | 2–5 days |
| Telephony | Market app or SIP | Two-way | 3–7 days |
How would this work in your process?
In a free 30-minute call we listen to your workflow and map out how this would run in your company.
How an integration runs
Every scenario is tried on a test portal before go-live.
- 01
Data map
Which field goes where, under which rule ; written down.
- 02
Choosing the method
Market app or REST API, decided with cost and maintenance in view.
- 03
Build on a test portal
The connection is built and tried with sample data, failure scenarios included.
- 04
Go-live
A controlled switch, with the transfer log watched closely in the first days.
- 05
Monitoring
Failure alerts and transfer health are checked regularly.
What you end up with
- A data ownership and field mapping table
- An integration verified on a test portal and released to production
- Failure scenarios and an alerting mechanism
- A transfer log and a way to monitor it
- Technical documentation
Features
Related features
The modules we most often roll out alongside this one; they reinforce each other in the same setup.
REST API
Bitrix24 is not a closed box. The REST API gives programmatic, scope-controlled access to your CRM entities over standard HTTP; and we design, build and monitor the integration for you.
Invoicing and Payments
When quoting, invoicing, terms and collection live in separate tools, cash slows down. In Bitrix24 we keep all of those steps on the same customer record.
Call Center
When a customer calls, your agent should already see past conversations, open tickets and active deals. We connect your telephony to Bitrix24 so the call and the data arrive together.
Online Store
The Bitrix24 store is not a separate e-commerce package. It is a sales channel inside the CRM: every item added to a cart becomes a deal, every order becomes a stock movement.
Other services
Bitrix24 Setup
Opening a Bitrix24 account takes five minutes. The real work is getting your sales process correctly placed inside that account; that is what we mean by setup.
Bitrix24 Training
We design training as the team doing their own work on their own screen, not as a generic product tour. No slide deck, everyone opens their own record.
Technical Support
Things keep changing after setup: new products, new people, new processes. A support plan lets you make those changes without opening a project each time.
Frequently Asked Questions
Can you integrate with the accounting program we use?
Most widely used programs have a ready app on Bitrix24.Market. Where there is none, or it does not go far enough, we write a connection over the REST API if the program has an API. Tell us what you use on the call and we can be specific.
Does the integration run in real time?
It depends on the need. Critical flows such as orders and payments we build real-time on webhooks. For data that changes less, such as account and product lists, periodic batch synchronisation is both sufficient and lighter.
Is our existing data transferred too?
An integration sets up the live flow; moving historical data is separate work. We usually plan them together; history first, then the live flow.
How would we know if an integration breaks?
Every integration gets failure alerting: when a transfer fails the owner is notified and the record waits in a queue. For customers on a support plan we also check transfer health ourselves.
Can it connect to our own software?
Yes, if your software has an API. On the Bitrix24 side the REST API and webhook infrastructure are ready for it. If you have no API we can build an intermediate service.
Let's configure this around your business
Book a free intro call and we'll walk through your process and show which settings fit you.