
Configuring Bitrix24 as a Source
In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Bitrix24 CRM option from the list of connectors. Click Next and you’ll be prompted to add your access.1. Add account access
You’ll need to provide an Outbound webhook URL for your Bitrix24 portal. Check Bitrix documentation to find where to create and copy this URL. The following configurations are available:- Outbound webhook URL: (Required) The Bitrix24 outbound webhook URL used for API calls.
-
Extract deal contacts: (Default:
false) When enabled, performs an additional API call per deal to retrieve related contact IDs. Enable only if your deals have multiple clients and you need that list. -
Enable deal comments stream: (Default:
false) When enabled, thedeal_commentsstream becomes available. Selecting it triggers one extra API call per deal to fetch comments. Enable only if needed, as it increases extraction time. -
Enable deal products stream: (Default:
false) When enabled, thedeal_productsstream becomes available. Selecting it triggers one extra API call per deal to fetch products. Enable only if needed, as it increases extraction time. - Operating time threshold: (Default: 200) If Bitrix returns an “operating time” greater than this value (in seconds), the tap will pause for that duration before continuing. Use this to respect rate limits.
- Filter deal category IDs: (Optional) List of Bitrix deal category IDs (funnels). If set, only deals from these categories are extracted. Leave empty to sync all deals.
Scopes for data access
Scopes for data access
- CRM:
crm— contacts, companies, deals, leads, activities, products, status list, SPA types (and optionally deal comments, deal products). - Users:
user,user_brief,user_basic— user list and profile data. - Company structure:
departments— departments. - Telephony:
telephony— calls (Voximplant statistics). - Open lines:
imopenlines— open line configurations.
2. Select streams
Choose which data streams you want to sync. Visibility depends on your webhook scopes and on the optional settings above (deal comments, deal products). You can select entire groups of streams or pick specific ones.Tip: The stream can be found more easily by typing its name.
If you don’t see a stream you were expecting to find, please check if your access key has the required scope. If that’s not the issue, then it’s probably because we still haven’t implemented it. Feel free to get in touch and request it!
3. Configure data streams
Customize how you want your data to appear in your catalog. Select the desired layer where the data will be placed, a folder to organize it inside the layer, a name for each table (which will effectively contain the fetched data), and the type of sync.- Layer: Choose between the existing layers on your catalog. This is where you will find your new extracted tables as the extraction runs successfully.
- Folder: A folder can be created inside the selected layer to group all tables being created from this new data source.
- Table name: We suggest a name, but feel free to customize it. You have the option to add a prefix to all tables at once and make this process faster!
- Sync Type: You can choose between INCREMENTAL and FULL_TABLE.
- Incremental: every time the extraction happens, we’ll get only the new data — which is good if, for example, you want to keep every record ever fetched.
- Full table: every time the extraction happens, we’ll get the current state of the data — which is good if, for example, you don’t want to have deleted data in your catalog.
4. Configure data source
Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can define some additional settings:- Configure Delta Log Retention and determine for how long we should store old states of this table as it gets updated. Read more about this resource here.
- Determine when to execute an Additional Full Sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while.
5. Check your new source
You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.Streams and Fields
Below you’ll find all available data streams from Bitrix24 and their main fields. CRM entity streams (contacts, companies, deals, leads, activities, product) have schemas built dynamically from the Bitrix API, so custom fields (e.g.UF_*) may vary per portal.
activities
activities
Stream for CRM activities (calls, meetings, tasks, etc.). Schema is built from the Bitrix API.Key Fields:
ID— Unique identifierCREATED— Replication key (incremental sync)- Additional fields depend on your Bitrix CRM activity configuration
activity_fields
activity_fields
Metadata stream for activity field definitions (types, labels, options).Key Fields:
id— Field identifiertype— Field typetitle— Display nameisRequired,isReadOnly,items(for list fields), etc.
calls
calls
Stream for telephony (Voximplant) call statistics. Requires scope
telephony.Key Fields:ID— Unique identifierCALL_START_DATE— Replication keyPORTAL_USER_ID,PHONE_NUMBER,CALL_DURATION,CALL_RECORD_URLCRM_ENTITY_TYPE,CRM_ENTITY_ID,COST,COST_CURRENCY
companies
companies
Stream for CRM companies. Schema is built from the Bitrix API.Key Fields:
ID— Unique identifierDATE_MODIFY— Replication key- Standard and custom (
UF_*) company fields from your portal
company_fields
company_fields
Metadata stream for company field definitions.Key Fields:
id,type,title,statusType,isRequired,items,listLabel,formLabel, etc.
contacts
contacts
Stream for CRM contacts. Schema is built from the Bitrix API.Key Fields:
ID— Unique identifierDATE_MODIFY— Replication key- Standard and custom (
UF_*) contact fields from your portal
contact_fields
contact_fields
Metadata stream for contact field definitions.Key Fields:
id,type,title,statusType,isRequired,items,listLabel,formLabel, etc.
deal_comments
deal_comments
Stream for comments attached to deals. Available only when “Enable deal comments stream” is turned on. One API call per deal.Key Fields:
- Comment content and metadata; structure depends on Bitrix API response.
deal_fields
deal_fields
Metadata stream for deal field definitions.Key Fields:
id,type,title,statusType,isRequired,items,listLabel,formLabel, etc.
deal_products
deal_products
Stream for products (line items) linked to deals. Available only when “Enable deal products stream” is turned on. One API call per deal.Key Fields:
- Product and quantity data per deal; structure depends on Bitrix API.
deals
deals
Stream for CRM deals. Schema is built from the Bitrix API. Optionally can include
CONTACT_IDS per deal when “Extract deal contacts” is enabled.Key Fields:ID— Unique identifierDATE_MODIFY— Replication keyCATEGORY_ID(funnel), standard and custom (UF_*) deal fields
deal_stage_history
deal_stage_history
Stream for deal stage (pipeline step) change history.Key Fields:
- Identifiers and timestamps for stage transitions; structure depends on Bitrix API.
departments
departments
Stream for company structure (departments). Requires scope
departments.Key Fields:ID— Unique identifierNAME— Department nameSORT,PARENT,UF_HEAD
lead_fields
lead_fields
Metadata stream for lead field definitions.Key Fields:
id,type,title,statusType,isRequired,items,listLabel,formLabel, etc.
leads
leads
Stream for CRM leads. Schema is built from the Bitrix API.Key Fields:
ID— Unique identifierDATE_MODIFY— Replication key- Standard and custom lead fields from your portal
lead_stage_history
lead_stage_history
Stream for lead stage change history.Key Fields:
- Identifiers and timestamps for stage transitions; structure depends on Bitrix API.
open_lines
open_lines
Stream for Open Lines (communication channels) configuration. Requires scope
imopenlines.Key Fields:ID,ACTIVE,LINE_NAME,CRM,DATE_CREATE,DATE_MODIFY- Queue, welcome, worktime, KPI and other channel settings
product
product
Stream for CRM product catalog. Schema is built from the Bitrix API.Key Fields:
ID— Unique identifierTIMESTAMP_X— Replication key- Standard and custom product fields from your portal
product_fields
product_fields
Metadata stream for product field definitions.Key Fields:
id,type,title,statusType,isRequired,items,listLabel,formLabel, etc.
spa_types
spa_types
Stream for SPA (Smart Process Automation) entity types. Used to discover dynamic SPA streams.Key Fields:
- Entity type identifiers used to build
spa_{entityTypeId}andspa_fields_{entityTypeId}streams.
spa_{entityTypeId} / spa_fields_{entityTypeId}
spa_{entityTypeId} / spa_fields_{entityTypeId}
Dynamic streams created per SPA entity type in your Bitrix portal (e.g.
spa_128, spa_fields_128). Data and field metadata for each SPA entity type; structure depends on your Bitrix configuration.status_list
status_list
Stream for CRM status list (e.g. deal/lead status options).Key Fields:
- Status identifiers, labels and configuration; structure depends on Bitrix API.
users
users
Stream for Bitrix24 users. Requires scopes
user, user_brief, user_basic.Key Fields:ID— Unique identifierNAME,LAST_NAME,EMAIL,ACTIVELAST_LOGIN,DATE_REGISTER,WORK_POSITION,UF_DEPARTMENTPERSONAL_*,WORK_*and other profile fields
Data Model
CRM entities relate as follows: Contacts and Companies are standalone; Deals and Leads can be linked to contacts and companies. Activities can be attached to deals, contacts, and other entities. product is the catalog; deal_products links products to deals. Users and departments describe your organization; calls and open_lines are telephony and communication data. Field streams (*_fields) describe the schema of their entity (contact, company, deal, lead, activity, product, SPA).
Implementation Notes
- Optional streams:
deal_commentsanddeal_productsappear only when enabled in the source configuration and add one API call per deal; use only if needed. - Deal filtering: Use “Filter deal category IDs” to sync only specific funnels and reduce volume.
- Rate limits: If Bitrix returns high “operating time” values, the tap pauses automatically; you can adjust “Operating time threshold” if needed.
- SPA streams:
spa_typesis synced first; then onespa_{id}and onespa_fields_{id}stream per SPA entity type in your portal.
Skills for agents
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