Alegra Integration

Alegra Integration helps sales and finance teams keep customer data aligned while creating invoices in Alegra. It is built for businesses that manage communication in Bitrix24 but invoice in Alegra. This  reduces manual updates and keeps CRM records consistent.

Why businesses use it

When customer data and invoices live in separate systems, teams waste time updating records and tracking status. This integration keeps data synchronized and connects invoices to CRM activity.

Business value

• Less manual customer data updates

• Faster invoice creation from CRM context

• Clearer deal tracking with invoice status triggers

• More consistent CRM data through synchronization

Common use cases

• Import Alegra contacts into Bitrix24

• Create Alegra invoices from company or deal context

• Sync customer data periodically or on demand

• Upd ate deal status based on Alegra invoice status

• Assign a default responsible user for imported contacts

How it works

Install the app from Bitrix24.Market, authorize your Alegra account, and enter country, account email, and API token, then se t customer address type, company detail templates, and a default responsible user.

Start the first synchronization; the app shows progress and then reports how many contacts were imported as companies and contacts. Create invoices in Alegra from company or deal menus, then import them into Bitrix24; invoice statuses can trigger deal status updates for Draft, Open, Closed, and Void. Data import runs periodically and can also be launched manually; data updates can be triggered manually from company details.

The app works with Bitrix24 commercial plans only. Free plan users can test it during the trial period and then upgrade to a commercial subscription.

FAQ

We need to create invoices in Alegra from CRM. Can we do that?

Yes. Use the “Create invoice in Alegra” option from a company or deal.

We want deal status to change when an invoice status changes. Is that supported?

Yes. Triggers for Draft, Open, Closed, and Void can update deal status based on Alegra invoice status.

We need to run sync manually. Is that possible?

Yes. Imports run periodically and can also be launched manually; data updates can be triggered from company details.