Effortless Data Management

Simplify your data integration and management with B2CORE. Import, export, and store client information, account details, or IB program data more efficiently in the Back Office.

Key Features

Supported Data Types

Import client and account data using email, account number and product ID.

Import Introducing brokers’ data using IB email and IB type ID.

Supported Data Types

Import client and account data using email, account number and product ID.

Import Introducing brokers’ data using IB email and IB type ID.

Supported Data Types

Import client and account data using email, account number and product ID.

Import Introducing brokers’ data using IB email and IB type ID.

Operation Tracking

Manage the integration process using title, data type, timestamp, and users.

Track the data importation progress using real-time status updates.

Operation Tracking

Manage the integration process using title, data type, timestamp, and users.

Track the data importation progress using real-time status updates.

Operation Tracking

Manage the integration process using title, data type, timestamp, and users.

Track the data importation progress using real-time status updates.

Error and Log Tracking

View and log details of successfully imported records.

Find detailed messages for errors encountered during the import process.

Error and Log Tracking

View and log details of successfully imported records.

Find detailed messages for errors encountered during the import process.

Error and Log Tracking

View and log details of successfully imported records.

Find detailed messages for errors encountered during the import process.

How It Works

01

Prepare Data Files

Format data into a CSV or TSV file to import clients, accounts, or IB programs.

02

Initiate Import

Navigate to the Import Data page and upload your file to start data integration.

03

Monitor Progress

Track the operation’s status and review log or error messages if any issues arise.

04

Access Imported Data

View integrated data directly in the corresponding Back Office pages.

Why Use Import Data in B2CORE?

Why Use Import Data in B2CORE?

Seamless Integration

Quickly bring external data into the Back Office for streamlined operations.

Seamless Integration

Quickly bring external data into the Back Office for streamlined operations.

Error Tracking

Detailed logs and error messages to ensure timely resolution.

Error Tracking

Detailed logs and error messages to ensure timely resolution.

Time Efficiency

Automate bulk data uploads to save time and reduce manual errors.

Time Efficiency

Automate bulk data uploads to save time and reduce manual errors.

Frequently Asked Questions

Find answers to the most common questions about our products and services.

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

Explore B2CORE’s Data Management

Simplify data integration using the data management on B2CORE. Prepare, bulk-import, and view client, account, and IB program data.

Explore B2CORE’s Data Management

Simplify data integration using the data management on B2CORE. Prepare, bulk-import, and view client, account, and IB program data.