To create a job in Planado based on a deal, you need to select the deal type and stage.
When configuring the deal stage, you can choose the job template and which fields from the deal will be transferred to the fields available in that template.
Supported transfers from Bitrix24 deal to Planado job
| Job field name | Deal field type |
|---|---|
| Executor | Text List (Values in fields must exactly match employee names in your Planado) |
| Scheduled for | Date (including time) |
| Scheduled for (date) | Date |
| Scheduled for (time) | String |
| Scheduled duration | Integer String Number |
| Address | Text Google Map |
| Job description | Text |
| Duration | Text Number |
| Address description | Text |
| Job type | List |
| Contacts | Contacts |
| Skills | List String |
| Area | List |
Supported transfers from Planado job to Bitrix24 deal
| Job field name | Deal field name |
|---|---|
| Resolution | String |
| Resolution note | String Integer Number List |
| Job number | String Integer Number |
| Executor | String List User User binding |
| Started | Date/time Date String |
| En route | Date/time Date String |
| Completed | Date/time Date String |
| Photo archive (link) | String Link |
| Currency (specified in your Planado settings) | String Integer Number List |
| Service cost | Money String Number Integer |
| Materials cost | Money String Number Integer |
| Total cost | Money String Number Integer |
If you need help, submit a request or email us at support@planado.app.