Importing Employees from Bitrix24

When the integration is connected, employees from Bitrix24 are automatically imported into the CallGear personal account, eliminating the need to create them manually.

Required Fields for Bitrix24 Employees:

• Last Name;
• Email Address;
• Department (for the on-premise version only).

When new employees are created in Bitrix24, they will be automatically imported into CallGear. However, there may be a delay since synchronization occurs every 30 minutes. To ensure the employee appears in CallGear immediately after creation in Bitrix24, go to the integration settings, open the “Data Access” tab, and click “Synchronize” in the “Employee Synchronization” section.

Employee Import Features

1. Deleting Employees:
   If an imported employee is deleted in Bitrix24, they will not be removed from the “Employees” section in CallGear.
2. Last Name Format:
   • If the imported employee does not exist in CallGear, the “Last Name” field will be formatted as: “(bitrix24) “.
   • If the employee already exists in CallGear, the “Last Name” field will be updated to: “(bitrix24) “.
3. Employee Linking:

   During the import process, CallGear searches for employees using the unique Bitrix24 identifier. If not found, the search is conducted using the email address.

   • If a match is found by the unique identifier, no further action is taken.
   • If a match is found by email, the employee is linked to the CallGear account.
   • If no matches are found, a new employee is created in CallGear.
4. Phone Numbers:

   If an employee has a phone number in Bitrix24 but no numbers in CallGear, the number is added to CallGear in the following order:

   • Work Number;
   • Personal Mobile;
   • Personal Landline.
5. Only digits are retained when adding numbers in CallGear.
6. Responsible Employees:
   If an employee is deleted in Bitrix24 and was previously imported, they will be removed from the “Responsible Employee” list in CallGear after running the import.