bitrix24 solution

PROCESSING DATA FROM TABLE sheets -
CASE study WITH BITRIX24 LISTS

  • Table sheets in Bitrix24
  • Data storage
  • Projects data
  • Data processing

how does it work?


CREATING A LIST FROM EXCEL

If you have a table with data that should get into Bitrix24, this can be easily done using the "Lists" tool.

You just need to name the new list and load the Excel file. All columns and rows will be automatically transferred to Bitrix24 and data from them can be further used when working in the portal.

FILLING the EMPTY FIELDS IN DOCUMENTS

You can use data from the list in your document templates - replace the variables with the required data.

You simply select one of the templates you preloaded, select the client from CRM for which you are creating this document, specify the name of the list and a filter if you need to add data only with certain values.


DATA and lists easy COPY

Lists can be copied and added to other working groups in Bitrix24 and the values can be changed.

The video shows how to make a copy of part of the list into a new group.

THIS SOLUTION IS SUITABLE FOR YOU

if you store or receive information in table sheets

if you work with projects

if you have documents templates with variables
in your workflow

if you work with information according to the standard algorithm
and want to automate it

This solution can be easily adapted to your company -
define rules for adding lists, logic of work, automate their creation, etc.

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