"Show me the conversion by managers for the quarter broken down by lead sources and advertising expenses" — such a request from a manager stumps you if you only use standard Bitrix24 reports. Manually exporting data to Excel, merging tables, and building pivot tables wastes hours every week. We offer to automate this process using the BI-connector: data from the portal flows into Looker Studio or Power BI, where you build any dashboards with automatic updates. This saves up to 3 hours per week — over a year that's more than 150 hours, which, at an average analyst's rate of $30/hour, amounts to over $4,500 in savings. For a Russian company at 2,000 rubles/hour, that's over 300,000 rubles.
Why standard analytics falls short
Standard Bitrix24 reports cover basic metrics: number of deals, amount, funnel conversion. But as soon as you need a breakdown by sources linked to ad expenses or a six-month trend, you resort to manual data extraction in Excel. This takes hours and introduces errors: forgot to update the export, miscalculated the average check, mixed up stages. The BI-connector solves this: it provides direct access to portal data via optimized datasets. Connect Looker Studio or Power BI, select fields, and build a dashboard in a couple of hours. Data updates automatically on a schedule — no human intervention needed.
What is the BI-connector?
BI-connector is a built-in feature of Bitrix24 (Professional and Enterprise plans) that provides a URL for connecting a BI system to portal data. Bitrix24 acts as the data source; the BI system visualizes. Setup requires no programming skills, but correct dataset selection and refresh schedule are crucial. Official documentation is at helpdesk.bitrix24.ru.
Supported BI platforms:
- Google Looker Studio (formerly Data Studio) — free, browser-based, suitable for most tasks
- Microsoft Power BI — enterprise tool, integration via Power BI Desktop
- Yandex DataLens — alternative for the Russian market
The BI-connector does not export raw database data. It provides datasets — data mixes optimized for analytics.
Available datasets and BI-connector vs manual export
The datasets cover main B24 modules. Below is a comparison showing the BI-connector is 5x faster than manual methods.
Datasets
| Dataset |
Contents |
| CRM: Deals |
Deals with fields, stages, amounts, dates, responsible persons |
| CRM: Leads |
Leads with sources, statuses, conversion |
| CRM: Activities |
Calls, emails, meetings, chats |
| Tasks |
Tasks with projects, assignees, deadlines, statuses |
| Open Lines |
Conversations, response time, ratings, operators |
| Telephony |
Calls, duration, direction, recording |
Manual export vs BI-connector
| Criteria |
BI-connector |
Manual export to Excel |
| Report update time |
Automatic on schedule |
Each time from scratch (hours) |
| Data freshness |
Within update interval |
Only at moment of export |
| Staff effort |
None |
Regular manual work |
| Customization |
Any dashboards in Looker Studio / Power BI |
Limited pivot tables |
With the BI-connector, a manager saves up to 3 hours weekly. Over 50 projects, our clients have cut reporting time by 80%.
How to connect to Looker Studio and Power BI
Looker Studio
- In B24: CRM → Analytics → BI Constructor → BI Connector. Create an access key. The system generates a connector URL.
- In Google Looker Studio: Create → Data Source → Partner Connectors → Bitrix24. Paste the key.
- Select a dataset (e.g., "Deals"). Looker Studio loads the field schema.
- Create a report based on the data source. Add charts, tables, filters.
The access key expires. When it does, reports stop updating. Generate a new key and update the connection in Looker Studio.
Power BI
- In B24, get the BI-connector key (same as for Looker Studio).
- In Power BI Desktop: Get Data → OData or use the dedicated Bitrix24 connector.
- Enter the connector URL and authorization key.
- Load required tables, set up relationships between them.
- Build a report, publish to Power BI Service for browser access.
Power BI allows combining B24 data with other sources like 1C or Google Analytics in a single dashboard.
Update schedule
BI-connector data updates are not real-time. The interval depends on plan and settings:
- Google Looker Studio — updates on report open or on schedule (every 12/6/1 hour depending on settings).
- Power BI Service — scheduled refresh up to 8 times per day (Pro) or 48 times (Premium).
For operational dashboards, set refresh to minimum; for strategic reports, once per day suffices.
Common setup mistakes and what we include
-
Expired access key: key has limited validity. If reports stop updating, replace it.
-
Wrong dataset: ensure the chosen dataset contains required metrics.
-
Overloaded report: too many charts slow loading. Optimal is 5–7 visualizations per dashboard.
-
Insufficient rights: user needs access to CRM analytics section.
Our services
- Activating the BI-connector and generating access keys
- Connecting Looker Studio or Power BI to Bitrix24 data
- Selecting and configuring datasets: CRM, tasks, telephony, Open Lines
- Building custom dashboards for your business needs
- Setting up data refresh schedules
- Managing report access: links, rights, embedding
- Training staff
- Technical support for 2 weeks after delivery
Why trust us?
Our team has 5+ years of Bitrix24 experience and over 50 successful BI-connector projects. We hold certifications in Bitrix24 and Power BI. We guarantee correct refresh setup and error-free data transfer. Contact us for a free consultation. To order turnkey setup, just write — you'll get a finished dashboard with a refresh plan. See your reports update automatically.
Timeline and cost
Setup takes 3 to 7 business days depending on complexity. Cost is calculated individually and includes report creation and training. Let's discuss your project on a free meeting — contact us to schedule.
How a corporate portal on Bitrix24 solves the problem of information chaos?
Employees spend up to 2 hours a day searching for files, emails, and solutions. Tasks get lost in dozens of chats, approvals get stuck for weeks. The manager learns about missed deadlines only at a meeting. A corporate portal on Bitrix24 ties every message, document, and task to a single context. You get a transparent picture of work: who is working on what, which stages, where bottlenecks are. Wikipedia: Information silo describes how unorganized data reduces productivity – a portal cuts that loss by 60–70%.
We will evaluate your project for free – contact us to get the architecture in 2 days. A medium‑sized company typically saves 2.5 million rubles annually after deployment (based on our projects).
What does the portal offer in daily work and why is it better than messengers?
In messengers, information is unstructured – discussions get buried within a week. On the portal, every message is tied to a task, project, or document. Employees spend up to 30% of their work time searching for data (McKinsey). The portal reduces this time by 2–3 times thanks to structured repositories and full‑text search.
Communications. Activity stream, messenger, and video calls are tied to specific tasks. Any discussion can be found six months later – in a messenger it would be buried within a week.
Tasks and projects. Kanban, Gantt, checklists, dependencies, time tracking. Each employee's efficiency is visible in reports – no need to wait for a meeting.
Document flow. Approval routes through the business process designer: leave request → manager → HR → accounting. Electronic signature, versioning, deadline control. Integration with electronic document management (SBIS, Diadoc) via REST API.
HR. Onboarding of new employees, leave/travel requests, organizational structure, absence schedule. An employee knows where to go from day one.
Knowledge base. Bitrix24 wiki engine: regulations, instructions. Knowledge does not leave with departing employees.
Implementation example. For a manufacturing company with 320 employees, we deployed a portal with integration of 1C:SALARY AND HR MANAGEMENT and Active Directory in 4 months. Travel request approval time decreased from 3 days to 4 hours. Savings on employee idle time amounted to 1.5 million rubles per year. Managers receive automatic reports on department efficiency. Customer response time decreased by 20%. Portal payback period is 7 months.
How does integration with 1C and Active Directory accelerate HR management?
Integration with 1C:Enterprise via the b24connector module or custom REST handler: a leave request is approved on the portal through a business process and automatically enters 1C:SALARY AND HR MANAGEMENT for vacation pay calculation. Active Directory (SSO via the ldap module) – the employee account is created once in AD and synchronized to the portal, email, VPN. Upon dismissal, it is blocked everywhere. Manual account creation is eliminated, errors are minimized.
Types of corporate portals and key integrations
| Type |
Purpose |
Key Feature |
| Intranet |
Internal communications and services |
News, phone directory (sync with AD), meeting room booking, IT requests via BP |
| HR portal |
HR management and development |
Profiles, KPI/OKR on custom HL blocks, training, electronic document flow |
| Knowledge portal |
Documentation and regulations |
Categorization, tags, ratings, subscriptions to updates |
| Extranet |
Work with partners and contractors |
Granular permissions via CGroup and extranet module, access without VPN |
| Holding portal |
Management of multi‑company structure |
Separate workspaces, consolidated reporting, cross‑cutting BPs |
Additional integrations that deliver real value:
- Email: Exchange via EWS API or IMAP, calendar synchronization, creating a task from an email.
- IP telephony: Asterisk, Mango Office, Zadarma via REST API – calls from the portal, contact card, call recording.
- Video conferencing: built‑in video calls or integration with Zoom/Teams via marketplace.
- EDI: SBIS, Diadoc via REST API – fully electronic document flow with counterparties.
Security and compliance with Federal Law 152‑FZ
The portal contains personal data, financial reports, strategic plans. We guarantee protection:
- role model via CGroup and section‑level permissions;
- two‑factor authentication (OTP, Yandex.Key, SMS);
- audit of all actions (b_event_log);
- TLS encryption for transmission and disk encryption;
- full compliance with Federal Law No. 152‑FZ "On Personal Data".
How is implementation carried out? Step‑by‑step plan
| Stage |
Duration |
What we do |
| 1. Audit |
2–3 weeks |
Interviews, process analysis, architecture, integration plan |
| 2. Setup and customization |
3–6 weeks |
Structure, roles, BPs, branding (CSS template) |
| 3. Integrations |
2–4 weeks |
1C, AD, email, telephony, EDI |
| 4. Data migration |
1–2 weeks |
Documents, directories, employees from current systems |
| 5. Training and pilot |
1–2 weeks |
Administrators, key users, pilot of 20–30 people |
| 6. Scaling |
2–4 weeks |
Connecting departments, fine‑tuning based on feedback |
- Audit — we record current processes, measure time losses.
- Design — choose portal type, plan integrations.
- Implementation — configure business processes, permissions, interface.
- Test — pilot group tests scenarios, we fix issues.
- Launch — connect all employees, train, hand over documentation.
What you receive after implementation
- Project documentation: architecture, integration scheme, business process diagrams.
- Configured portal with all integrations (1C, AD, telephony, EDI).
- Business process descriptions and instructions for administrators and users.
- 30 days of technical support after launch.
- Access to our knowledge base and migration scripts.
Post‑launch support: how to prevent the portal from becoming obsolete
After six months, many portals become abandoned. To avoid this, we offer packages with fixed SLA and a dedicated administrator. Performance monitoring, platform updates, user administration, development of new modules. Our team has over 10 years of experience and more than 50 implemented corporate portals on Bitrix24. We are a certified 1C‑Bitrix partner, guaranteeing quality and deadlines.
Mobile access. Native Bitrix24 app (iOS/Android) with push notifications, tasks, chats. Responsive web interface for extranet users (no app installation required). Offline access to documents and tasks, sync when connectivity is restored.
Order a turnkey corporate portal implementation
Schedule a free audit – we will evaluate your project, propose architecture, and give clear timelines. Get a comprehensive proposal and see that the portal pays for itself within the first six months. Contact us today.
