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.
B2CORE
All-in-one CRM that caters to your growing business needs.
Back Office
Solutions
B2CORE
© 2025 B2BROKER
Website developed by wsa.design
B2CORE
All-in-one CRM that caters to your growing business needs.
Back Office
Solutions
B2CORE
© 2025 B2BROKER
Website developed by wsa.design
B2CORE
All-in-one CRM that caters to your growing business needs.
Back Office
Solutions
B2CORE
© 2025 B2BROKER
Website developed by wsa.design