This article will help you to integrate your Bitrix24 domain to Planado.
You can connect both cloud and self-hosted version of Bitrix24.
If you don't have access to integration page, contact our tech. support.
1. Login in your Bitrix24 as administrator
Before integrating make sure you logged as administrator in your Bitrix24.
You can see if you're administrator in My Profile.
2. Install Planado application in Bitrix24
Go to Applications and find Planado using search bar.
Or use direct link: https://www.bitrix24.com/apps/?app=planado.sync
Click on Install button on app page.
App will ask for permission. Accept them in order to install.
Don't delete Planado app after installation. Without it integration won't work.
3. Configure integration in Planado
Go to your Planado. Open Settings > Integration page.
Enter your Bitrix24 domain and click on Set up integration button.
4. Select what deals will be transferred to Planado
Select which pipeline to configure, if you have more than one.
Choose what deal type to configure.
Click on Add stage button.
In new window select:
1. On what deal stage jobs will be created in Planado
2. What template will be used by this job
3. What stage deal will be moved to after job is finished
Clink on Add button.
New line will appear. Now if deal with type Services and stage In progress will appear in your Bitrix24, job will be created with selected template Installation, individuals in Planado.
Click on Save button before leaving.
5. Test your integration
In your Bitrix24:
- Create job with type Services...
- ...and stage In progress
In a minute, link to job in Planado will appear in Bitrix24 deal in commentary section.
It will have job template what we chose earlier.
Job will also be created if you move deal with configured type to this stage.
You can configure integration for all type and stages of deal, even custom ones.