Synchronization and integration | bpm'online

Primary data import

Access the entire history of communications with each client to improve your current interaction. Use the mechanisms of primary data import to view the entire credit history on each customer from different charts and databases.

Data import from and to Excel

Employ a built-in utility for data import to and from Excel to quickly import or export data on accounts and contacts, product catalog, documents and invoices into bpm’online lending.

Data import from and to Excel

MS Exchange integration

Enjoy seamless integration with Microsoft Exchange that synchronizes email, contacts, and tasks with the click of a mouse. Adjust the frequency of synchronization (daily, hourly or more frequent) and always have all the relevant data on hand.

Google integration

Synchronize emails, calendar and contacts with your Google account. Two-way integration allows you not to switch between applications to send email or manage your calendar.

Mail integration via IMAP / SMTP

Keep the entire history of communications with the customer in bpm’online lending, regardless of the mail provider. Send and receive email without leaving the application.

Mail integration via IMAP / SMTP

Core Banking System integration

Configure the automatic data exchange between accounting systems. Integration toolkit allows receiving data on the financial status of existing clients from the core banking system and transferring the required data to bpm’online lending.

Credit Bureau integration

Check the credit history of your customers by setting automatic integration of bpm'online lending with credit bureau.

Credit Bureau integration

Integration with third-party banking systems

Establish integration with any third-party banking software: core banking, accounting systems, underwriting, verification or back-end systems. Bpm’online offers open APIs to ensure smooth integration with all of the various applications used by the bank.