MoySklad and Bitrix24: Deals, Orders and Inventory in One System
Contents
Managers track clients and deals in Bitrix24, while orders, inventory, and documents live in MoySklad. Without integration, a manager manually creates an order in MoySklad from a deal and checks shipment statuses with the warehouse. Poor integration causes duplicate clients and deals that are closed in one system but remain open in the other.
Who is responsible for what
| Data | Primary system | Comment |
|---|---|---|
| Leads, deals, communications | Bitrix24 | Managers' work |
| Business partners | one of the two, by decision | The second system receives a copy |
| Products, prices, stock levels | MoySklad | Bitrix24 displays them but does not modify them |
| Customer orders | MoySklad | Created from a deal or the portal |
| Shipments, documents | MoySklad | Statuses are visible in the deal |
| Payments | MoySklad or bank | Reflected in the deal |
Typical scenarios
A deal becomes an order
A manager moves the deal to the "Approved" stage, and a customer order with products and prices from the deal is automatically created in MoySklad.
Statuses sync back to the deal
Stock reservation, shipment, and payment in MoySklad update the deal stage or populate fields in Bitrix24. Managers see what is happening without opening the inventory system.
Managers see stock levels
When adding products to a deal, the manager sees current stock levels from MoySklad.
Order from the portal
A dealer order from the B2B portal is created in MoySklad, and a deal or task is assigned to the responsible manager in Bitrix24.
Common mistakes
- counterparties are created in both systems without mapping rules;
- products in a deal are selected from a list that does not match MoySklad;
- order changes do not sync back to the deal, leaving the manager working with outdated data;
- both systems consider themselves the master source for statuses;
- there is no log, making it unclear why a deal was closed.
Pre-built connectors or custom integration
There are pre-built apps to connect MoySklad and Bitrix24. They work well for standard scenarios. You need a custom integration if:
- you have multiple pipelines with different logic;
- you have a B2B portal alongside CRM and inventory management;
- you need custom pricing rules and approval workflows;
- an audit log and error tracking are essential.
Frequently asked questions
Where should you store counterparties?
If managers start working with a client in CRM, it is best to make Bitrix24 the primary source and transfer the counterparty to MoySklad upon the first order.
Can you change prices in a deal?
Yes, if permitted by your rules, but the final price must be locked in the MoySklad order, and changes must remain visible.
What if you also have 1C?
Then you need a unified data map for all three systems. We cover this in our article on the architecture connecting 1C, Bitrix24, and the portal.
