---
metadata:
- name: generator
content: Diplodoc Platform v5.52.0
alternate:
- https://yandex.com/support/metrica/en/crm/bitrix.md
- https://yandex.com/support/metrica/es/crm/bitrix.md
- https://yandex.com/support/metrica/pt/crm/bitrix.md
- https://yandex.com/support/metrica/ru/crm/bitrix.md
- https://yandex.com/support/metrica/tr/crm/bitrix.md
- https://yandex.com/support/metrica/zh/crm/bitrix.md
- href: en/crm/bitrix.md
type: text/markdown
title: Markdown version
- href: ../llms.txt
type: text/markdown
title: llms.txt
title: Connecting to Bitrix24 to upload data from a CRM
description: "You can configure integration to upload and analyze data about customers, transactions, and leads in Yandex\_Metrica."
---
> **Documentation Index:** Fetch the complete configuration index at https://yandex.com/support/metrica/en/llms.txt
# Connecting to Bitrix24 to upload data from a CRM
If you use Bitrix24, you can configure integration to upload and analyze data about customers, transactions, and leads in Yandex Metrica. This lets you combine data on actual sales with data on advertising expenses to build end-to-end analytics without involving a developer.
Using end-to-end analytics based on Yandex Metrica, you can:
- Identify the ad source that led to real sales and was more profitable.
- Find out what advertising settings were effective in terms of profit and loss, with details up to UTM tags.
- Allocate an ad budget based on your return on ad investment.
- [Optimize ads](https://yandex.com/support/direct/strategies/offline-conversions.html) in Yandex Direct for paid orders.
[Why transmit offline conversions?](https://yandex.com/support/direct/en/strategies/offline-conversions#for-what)
To view statistics, use the End-to-end analytics reports:
- The [Order sources from CRM report](https://yandex.com/support/metrica/en/sources/order-sources.md) to analyze the sources of orders.
- The [Sources, costs, and ROI report](https://yandex.com/support/metrica/en/sources/ad-expenses.md) to analyze your ad spending and ad effectiveness.
- [“Users and customers” report](https://yandex.com/support/metrica/en/general/people.md) to view all the clients transferred from the CRM and their orders on the **Clients** tab.
- Any reports where you can select goals. By selecting the goals you used when sending order statuses, you can track the sales funnel stages you are interested in.
{% note info %}
The Yandex Metrica app in Bitrix24 is only available for the `ru` domain zone.
{% endnote %}
## Step 1. Prepare your data {#data}
This is an optional step.
Yandex Metrica links the data from the CRM with the data about users and site sessions. To link the data, Yandex Metrica uses customer characteristics (phone, email), as well as a special ID ([ClientID](https://yandex.com/support/metrica/en/data/offline-params.md#clientid)).
ClientID is the ID of a site user. Yandex Metrica assigns this ID automatically. This ID helps link the data more accurately.
To maximize the quality of attribution, make sure to pass all available identifiers (phone, email, ClientID).
[Attribution quality](https://yandex.com/support/direct/strategies/offline-conversions.html#offline-conversions__crm-connection)
To use the ClientID:
1. Get ClientIDs using the [getClientID](https://yandex.com/support/metrica/en/objects/get-client-id.md) method.
1. Save them in Bitrix24. To do this, create a field with a special name. For example, `metrika_client_id`. You can add it to leads, transactions, and contacts.
{% cut "Allowed field names" %}
- `metrika_client_id`
- `metrikaclientid`
- `metrika-client-id`
- `metrica_client_id`
- `metricaclientid`
- `metrica-client-id`
- `metrika_client_ids`
- `metrikaclientids`
- `metrika-client-ids`
- `metrica_client_ids`
- `metricaclientids`
- `metrica-client-ids`
- `metrika`
- `metrica`
- `clientid`
- `clientids`
- `client-id`
- `client-ids`
{% endcut %}
## Step 2. Create a connection {#how-to}
{% note alert %}
You must have [edit permissions](https://yandex.com/support/metrica/en/general/access.md) or be the owner of the Yandex Metrica tag that you’re creating a connection for.
{% endnote %}
Connect a single CRM to one Yandex Metrica tag. When changing an already connected CRM, the data about orders and customers in Yandex Metrica may be overwritten if there’re duplicate order and customer IDs in the new and old CRM systems.
1. Log in to Bitrix24.
1. Go to the **Integrations** page in Yandex Metrica.
1. Under **Transferring orders from CRM**, select **Deals and customers from Bitrix24**.
1. On the **Upload data from Bitrix24** page, click **Install**.
1. You’ll be redirected to the Yandex Metrica app page in the Bitrix24 app store. Install the app.
{% cut "If you can't install the app using this method" %}
In the Bitrix24 app store, find and install the **official free Yandex Metrica app**.
{% endcut %}
1. Go back to the **Upload data from Bitrix24** page in Yandex Metrica and enter the address of your Bitrix24 CRM in the appropriate field.
1. Click **Connect Bitrix24**. This starts uploading data, which may take several hours.
To ensure that the data has been uploaded, open Yandex Metrica and go to **Reports** → **Audience** → **Users and customers** → **Clients**.
## Step 3. Configure conversion data transferring {#step3}
After Yandex Metrica receives the initial data, configure the transfer of conversion data from Bitrix24 to Yandex Metrica:
1. To start receiving orders from Bitrix24 in Yandex Metrica, specify how statuses in your CRM correspond to status types in Yandex Metrica. To do this, go to **Upload data from Bitrix24** (**Integrations** → **Transferring orders from CRM** → **Deals and customers from Bitrix24**):
- You can select multiple statuses from the CRM for the same Yandex Metrica status type. You can use status types in Yandex Metrica reports to filter data and as metrics (orders with different status types are counted in different metrics).
- If you use leads in your CRM, enable the **Upload leads** option on the **Upload data from Bitrix24** page. They will be displayed in Yandex Metrica reports as orders. To ensure that leads are correctly passed to the **Clients** report, specify all available customer identifiers (name, phone number, email).
1. Uploaded data is linked to site sessions of the users known to Yandex Metrica.
[How Yandex Metrica links CRM data to sessions](https://yandex.com/support/metrica/en/crm/about.md#matching)
During the first data transfer, Yandex Metrica receives all customer and order data. Orders for the last 21 days will be linked to sessions.
After the initial transfer, Yandex Metrica continues to receive data on an hourly basis.
Once you set up the connection, the following “End-to-end analytics” reports become available:
- The [Order sources from CRM report](https://yandex.com/support/metrica/en/sources/order-sources.md) to analyze the sources of orders.
- The [Sources, costs, and ROI report](https://yandex.com/support/metrica/en/sources/ad-expenses.md) to analyze your ad spending and ad effectiveness.
- [“Users and customers” report](https://yandex.com/support/metrica/en/general/people.md) to view all the clients transferred from the CRM and their orders on the **Clients** tab.
- Any reports where you can select goals. By selecting the goals you used when sending order statuses, you can track the sales funnel stages you are interested in.
In addition, the following new goals appear in Yandex Metrica:
- **CRM: Order created**: This goal counts orders with the **In progress** status in Yandex Metrica.
- **CRM: Order paid**: This goal counts orders with the **Paid** status in Yandex Metrica.
- **CRM: spam order**: This goal counts orders with the **Spam** status in Yandex Metrica.
- **CRM: order canceled **: This goal counts orders with the **Canceled** status in Yandex Metrica.
Use them in Yandex Direct conversion strategies and only pay for business-critical actions. For example, for confirmed orders only.
## Deleting a connection {#remove}
1. Go to the **Integrations** page in Yandex Metrica.
1. Under **Customers and orders from CRM**, click **Integration with CRM** and select Bitrix24.
1. On the **Upload data from Bitrix24** page, click **Delete connection**.
New data will no longer be uploaded to Yandex Metrica, and the accumulated statistics will continue to be displayed in reports.
[Chat with us](https://yandex.com/chat/#/user/036e6a02-3620-9cdc-4c5e-a34667a7379e?utm_source=spravka){.button}
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