MacroCRM. Подключение коннектора

Дата:

Шаг 1. Перейдите во вкладку «Источники данных» и нажмите на кнопку Добавить источник данных.

Добавить источник данных

Шаг 2. В появившемся окне найдите «MacroCRM» и нажмите кнопку Добавить.

MacroCRM

Шаг 3. Теперь пункт «MacroCRM» появился в разделе «Источники данных». Далее вам нужно получить уникальный токен компании у технической поддержки MacroCRM, ввести его в поле и нажать кнопку Подключить.

Подключение MacroCRM

Шаг 4. При успешном подключении, вы увидите информацию об источнике (Идентификатор в системе MacroCRM и Название компании)

Подключенный источник MacroCRM

Описание таблиц в базе данных

Каждый источник данных создает набор таблиц в вашей базе данных

Во вкладках ниже вы сможете найти шаблон имени таблицы и описание создаваемых колонок в таблице

Название таблицы:
macrocrm_{}_buys
Название колонки Описание
buy_id Application ID
type Type
category Category
status Status
status_human Status (human readable)
status_custom Custom status
date_added Date added
date_modified Date last modified
departments_id Department
is_primary_request Indicator of a unique application
contact_id Application ID
agent_id Agent ID
manager_id Manager ID
manager_name Manager name
Название таблицы:
macrocrm_{}_buy_attrs
Название колонки Описание
buy_id Application ID
geo_country Country
geo_country_human Country (human readable)
geo_region Region
geo_region_human Region (human readable)
geo_city City
geo_city_human City (human readable)
geo_district District
geo_district_human District (human readable)
geo_district_set City districts
geo_district_set_human City districts (human readable)
geo_complex_set Residential complexes
geo_street Street
geo_street_human Street (human readable)
geo_house House number
geo_house_human House number (human readable)
geo_building Building
geo_house_entrance Entrance
geo_house_entrance_human Entrance (human readable)
estate_geo_visibility Object visibility
estate_activity Activity
estate_area_range Area range
estate_area_range_human Area range (human readable)
estate_currency Currency
estate_price_range Price
estate_price_range_human Price (human readable)
estate_price_m2 Price per square meter
estate_price_m2_human Price per square meter (human readable)
estate_floor Floors
estate_floor_human Floors (human readable)
estate_floors_in_house Floors in the house
estate_floors_in_house_human Floors in the house (human readable)
estate_category Estate category
estate_category_human Estate category (human readable)
estate_living_new Newly built / Secondary
estate_area_gostin Living room area
estate_area_gostin_human Living room area (human readable)
estate_area_spaln Bedroom area
estate_area_spaln_human Bedroom area (human readable)
estate_area_prihoj Hall area
estate_area_prihoj_human Hall area (human readable)
estate_area_sanuzel Toilet area
estate_area_sanuzel_human Toilet area (human readable)
estate_area_loggia Loggia area
estate_area_loggia_human Loggia area (human readable)
estate_rooms Number of rooms
estate_roomsTo Number of rooms
estate_rooms_human Number of rooms (human readable)
estate_levelsCount Number of levels
estate_levelsCount_human Number of levels (human readable)
estate_living_house House Material
estate_living_house_human House Material (human readable)
estate_living_buy_clause Provision for the purchase of the object
estate_client_from Advertising channel
estate_client_aim Purchase target
estate_buy_housesInterest Interest in houses
estate_entrancesFirstNum Number of the first entrance
estate_giveupType Rejection type
estate_giveupReason Reason for rejection
estate_waitType Reason for postponing the deal
estate_customer_desire Customer's attitude
estate_private_house_name Internal house name
estate_public_house_name Public name
estate_windowView View from the window
estate_inServiceDate Date of commissioning of the object
estate_inServiceDate_human Date of commissioning of the object (human readable)
estate_inServiceQuartal Quarter of commissioning of the object
estate_inServiceQuartal_human Quarter of commissioning of the object (human readable)
estate_inServiceMonth Month of commissioning of the object
estate_inServiceYear Year of commissioning of the object
Название таблицы:
macrocrm_{}_contacts
Название колонки Описание
id Наш внутренний ид. Не используйте этот столбец
name Name
phones Phone(s)
emails Email(s)
roles Roles
type Type (0 - private individual, 1 - legal entity)
Название таблицы:
macrocrm_{}_buy_utm
Название колонки Описание
buy_id Application ID
utm_history Payment ID
date_added Date added
channel_type Channel type
channel_name Channel name
channel_medium Channel Medium
utm_keyword UTM Keyword
utm_term UTM term
utm_source UTM source
utm_medium UTM medium
utm_campaign UTM campaign
utm_position_type UTM position type
utm_block UTM block
utm_position UTM position
utm_campaign_id Ad Campaign ID
utm_ad_id Ad ID
utm_phrase_id Keyword ID
utm_content UTM content
roistat_cid Roistat Cid
google_cid Google Cid
yandex_cid Yandex Cid
jivosite_cid Jivosite Cid
carrotquest_cid Carrotquest Cid
facebook_id Facebook ID
ip UTM IP
user_agent User agent
calltouch_id Calltouch ID
callkeeper_id Callkeeper ID
calltracking_vendor_name Calltracking vendor name
calltracking_vendor_id Calltracking vendor ID
page_url Page URL
Название таблицы:
macrocrm_{}_statuses
Название колонки Описание
buy_status_id Application Status ID
name Name
Название таблицы:
macrocrm_{}_buy_custom_statuses
Название колонки Описание
buy_custom_status_id Application Status ID
parent_buy_statuses_id Application parent status ID
name Title
sort_order Sort number (to sort sub-statuses)
Название таблицы:
macrocrm_{}_estates_buy_statuses_log
Название колонки Описание
estates_buy_statuses_log_id Record ID
buy_id Deal/Object ID
status_from Old status
status_to New status
status_custom_from Old substatus
status_custom_to New substatus
is_payed_reserve Indicator of a payed reserve
created_at Date created
Название таблицы:
macrocrm_{}_buy_client_from
Название колонки Описание
client_from Advertising channel ID
name Title
Название таблицы:
macrocrm_{}_buy_give_up_types
Название колонки Описание
give_up_type Rejection status
description Description
Название таблицы:
macrocrm_{}_buy_wait_types
Название колонки Описание
wait_type Status of the reason
description Description
Название таблицы:
macrocrm_{}_deals
Название колонки Описание
deal_id Deal ID
buy_id Application ID
object_id Estate ID
departments_id Department (of the application)
bank_id Bank ID
seller_id Salesperson ID
buyer_id Customer(s) ID(s)
agent_id Agent ID
manager_id Manager ID
managers Managers
source Source
source_uuid Source UUID
deal_ds Deal DS
payments_id Payment ID
is_deleted Deal is deleted
Название таблицы:
macrocrm_{}_deal_attrs
Название колонки Описание
deal_id Deal Attribute Set ID
agreement_date Contract date
agreement_number Contract number
agreement_owner_date Date of signing the acceptance certificate
agreement_touch_date Date of handover for finishing
agreement_type Contract type
agreement_verified_date Date of deal (contract verification)
company_id Company ID
date_finished_plan Planned date (of completion) of the deal
date_modified Date modified
deal_cancelled_reason Reason for cancelling the deal
deal_comments Comments
deal_date Deal date
deal_date_cancelled Deal cancellation date
deal_date_start Deal start date (deal is put into operation)
deal_program Deal Program
is_accompaniment Is accompanied
is_exclusive Indicator of an exclusive deal
is_investor Investor presence indicator
is_payed_reserve Indicator of a payed reserve
is_preliminary Is preliminary
justice_date Date of registration of the contract
justice_date_received Date of receipt of contract from registration
justice_date_send Date the contract was submitted for registration (factual)
preliminary_date Preliminary date
preliminary_number Preliminary number
signed_by_buyer Signed by the buyer
signed_date Buyer's signing date
status Status
status_name Status name
terms_approved_date Date of approval of the deal terms
transfer_finish_date End date of transfer
deal_price Start deal price
deal_sum Deal sum
deal_sum_addons Amount of additional services
deal_mediator_commission Mediator commission
deal_mediator_commission_fact Mediator commission payment fact
deal_mediator_commission_fact_date Date of commission payment
Название таблицы:
macrocrm_{}_objects
Название колонки Описание
estate_id Estate ID
type Type
category Category
category_human Category (human readable)
status Status
status_human Status (human readable)
status_custom Custom status
date_added Date added
date_modified Date modified
parent_id ID of the house of the apartment
deal_id Deal ID
complex_id Residential complex ID
plan_id Plan ID
estate_tags Estate tags
Название таблицы:
macrocrm_{}_object_attrs
Название колонки Описание
estate_id Estate ID
geo_country Country
geo_country_human Country (human readable)
geo_region Region
geo_region_human Region (human readable)
geo_city City
geo_city_human City (human readable)
geo_complex Residential complex
geo_complex_human Residential complex (human readable)
geo_street Street
geo_street_human Street (human readable)
geo_house House number
geo_house_human House number (human readable)
geo_house_entrance Entrance
geo_house_entrance_human Entrance (human readable)
geo_flatnum Apartment/Estate number
geo_coords Geo Coordinates
is_studio Is studio
estate_area Area
estate_area_human Area (human readable)
estate_price Price
estate_price_human Price (human readable)
estate_currency Currency
estate_price_m2 Price per square meter
estate_price_m2_human Price per square meter (human readable)
estate_restoration Finishing type
estate_floor Floor
estate_floor_human Floor (human readable)
estate_floors_in_house Floors
estate_floors_in_house_human Floors (human readable)
estate_category Estate category
estate_category_human Estate category (human readable)
estate_living_new Newly built / Secondary
estate_rooms Rooms
estate_rooms_human Rooms (human readable)
estate_levelsCount Number of levels
estate_levelsCount_human Number of levels (human readable)
estate_private_house_name Private house name
estate_buildingQueue Construction queue
estate_external_uuid External UUID
Название таблицы:
macrocrm_{}_object_plans
Название колонки Описание
plans_id Plan ID
plans_name Title
plans_is_smart Smart plan
plans_group Plan group
Название таблицы:
macrocrm_{}_object_statuses
Название колонки Описание
status Status
description Description
Название таблицы:
macrocrm_{}_estates_sell_statuses_log
Название колонки Описание
estates_sell_statuses_log_id Record ID
estate_id Estate ID
status_from Old status
status_to New status
status_custom_from Old substatus
status_custom_to New substatus
is_payed_reserve Indicator of a payed reserve
created_at Date created
Название таблицы:
macrocrm_{}_sales_plans
Название колонки Описание
sales_plan_id Sales plan ID
company_id Company ID
type_id Plan type
tree_group Tree group
complex_id Complex ID
house_id House ID
manager_id Manager ID
departments_id Department ID
deal_programs Deal program
category Real estate category
rooms Rooms
is_studio Is studio
year Year
quarter Quarter
month Month
finances_income Finance income plan
price_m2 Planned average sales value (rubles/square metres)
quantity Quantity
sum Deal Amount Plan
area Planned sales volume (square metres)
leads Leads
deal_price Deal sum
created_at Date created
updated_at Date modified
provision_method Method of provision
estate_class Property class
Название таблицы:
macrocrm_{}_sales_plans_types
Название колонки Описание
id Наш внутренний ид. Не используйте этот столбец
company_id Company ID
title Title
levels Levels (measurements)
indicators Indicators
period Period
is_deleted Is deleted
created_at Date created
updated_at Date updated
Название таблицы:
macrocrm_{}_buyers
Название колонки Описание
buyer_id Customer ID
name Name
type Type
dob Birthdate
sex Sex
phones Phone(s)
emails Email(s)
date_modified Date modified
passport_type_human Document type
contacts_buy_portion Split purchase
is_main Is main?
Название таблицы:
macrocrm_{}_buyers_sex
Название колонки Описание
sex Sex
name Name
Название таблицы:
macrocrm_{}_agent
Название колонки Описание
agent_id Agent ID
name Name
agent_org_id Organization ID
Название таблицы:
macrocrm_{}_agent_org
Название колонки Описание
agent_org_id Organization ID
name Title
comm_inn TIN
Название таблицы:
macrocrm_{}_finances
Название колонки Описание
finance_id Payment ID
estate_id Estate ID
deal_id Deal ID
summa Sum
types_id Type of financial transaction
money_source Money source
date_added Record date of the financial transaction
status Status (conducted/not conducted)
is_deleted Payment is deleted
Название таблицы:
macrocrm_{}_finances_types
Название колонки Описание
finance_type_id Type ID
name Title
Название таблицы:
macrocrm_{}_payments
Название колонки Описание
payment_id Payment ID
deal_id ID of the deal in which the payment was made
fio Payer's name
date Date
summa Sum
status Status
types_id Type
is_deleted Payment is deleted
Название таблицы:
macrocrm_{}_estate_finances
Название колонки Описание
id_estate_finances Deal payment status ID
estate_id Estate ID
deal_id Deal ID
deal_sum Deal sum
finances_income Incoming payment
finances_income_reserved Sum due
Название таблицы:
macrocrm_{}_managers
Название колонки Описание
manager_id Manager ID
name Fullname
role Role
departments_id Department ID
Название таблицы:
macrocrm_{}_tasks
Название колонки Описание
task_id Task ID
parent_tasks_id Task group
prev_tasks_id Previous task(s) ID
company_id Company ID
backlog_id List of tasks ID
category_id Category ID (for extended tasks)
manager_id Manager ID
estate_id Application/Estate ID
contacts_id Task contact ID
projects_tasks_id Project Task ID
projects_id Project ID
status Status ID
is_closed Task open/closed (in archive)
date_added Date task added
date_modified Date task modified
date_start Scheduled task start date
date_finish Scheduled finish date
date_finish_fact Actual date of finish
date_notify Date of notification
title Title
description Description
type Type
types_id Type ID
priority Priority
progress Progress
assigner_id Taskmaster ID
hours_plan Scheduled hours
hours_fact Actual hours
is_auto Automatically assigned task
result Result
result_message_id Result message ID
complex_id Residential complex ID
house_id House ID
is_hidden Is hidden
date_demanded Required date
color_rgb Colour
Название таблицы:
macrocrm_{}_tasks_type
Название колонки Описание
name Title
description Description
Название таблицы:
macrocrm_{}_tasks_status
Название колонки Описание
status Status
description Description
Название таблицы:
macrocrm_{}_calls
Название колонки Описание
call_id Call ID
status Call status
direction Direction
phone Phone
contacts_id Contact ID
manager_id Manager ID
buy_id Application ID
first_manager_id ID of the first manager to whom the call was transferred
call_date Call date
duration Call duration
duration_talk Duration of the conversation
is_no_target Not target call
is_first_unique The first unique call
callback_date Callback date (if it was missed)
Название таблицы:
macrocrm_{}_calls_status
Название колонки Описание
status Status
description Description
Название таблицы:
macrocrm_{}_calls_direction
Название колонки Описание
direction Direction
description Description
Название таблицы:
macrocrm_{}_meetings
Название колонки Описание
meet_id Meeting ID
buy_id ID of the application for which the meeting was held
contacts_id ID of the contact with whom the meeting was held
manager_id ID of the manager who conducted the meeting
date_added Date the meeting record was added
meeting_date Date of the meeting
type Type
complex_id Residential complex ID
house_id House ID
no_meeting Meeting did not take place
Название таблицы:
macrocrm_{}_meetings_types
Название колонки Описание
type Type
description Description
Название таблицы:
macrocrm_{}_complexes
Название колонки Описание
complex_id Residential complex ID
name Title
Название таблицы:
macrocrm_{}_houses
Название колонки Описание
house_id House ID
complex_id Residential complex ID
seller_id Salesperson ID
name Title
status Status
address Address
inServiceDate Date of commissioning of the object
inServiceMonth Month of commissioning of the object
inServiceQuartal Quarter of commissioning of the object
inServiceYear Year of commissioning of the object
sellStart Sales start date
Название таблицы:
macrocrm_{}_seller
Название колонки Описание
seller_id Salesperson ID
name Name
inn TIN
kpp Tax Registration Reason Code
Название таблицы:
macrocrm_{}_departments
Название колонки Описание
department_id Department ID
name Title
type Type
dep_boss_name Head name
dep_boss_id Head ID
users_count Number of employees
is_joint_tasks Indicator of the presence of joint tasks
Название таблицы:
macrocrm_{}_banks
Название колонки Описание
bank_id Bank ID
name Title
comm_org_type Company type
comm_full_title Full title
comm_inn TIN
comm_kpp Tax Registration Reason Code
comm_address Address
comm_post_address Postal address
comm_bik Bank Identification Code
comm_account_num Comm Account Num
comm_account_korr Comm Account Korr
comm_bank_title Name of the company's bank
comm_testimonial Reviews
comm_ogrn Primary State Registration Number
comm_representative_type Type of representative
comm_representative_fio Full name of the representative
comm_representative_osnova Main representative