Connect Empro CRM

Purpose of the connection

After setup, contacts between Bottimmo and Empro will be synchronized.

Synchronization means:
Data is automatically matched and kept up-to-date between two systems.

Step-by-step guide

1. Open Connection Manager

• On the left in the navigation bar in BOTTIMMO, you will find the Connection Manager
• Open it by clicking.
• In the CRM section, you will find Empro as a separate tile.

2. Start connection

• In the Empro tile, click on "Connect"
• An assistant (guided setup) will open and guide you through the next steps:

3. Verify connection

• In the assistant, click on "Connect with Empro" on the right.
  
• You will be automatically redirected to an Empro login form.
  
• Log in with your Empro access data.
• After logging in, you will be automatically redirected back to Bottimmo.
  The assistant will now display the message:
• "Connection verified"Click on
  

4. Select synchronization mode

Now you determine how data is transferred between Bottimmo and Empro.

You have the following options:

• Manual export only
  Contacts are transferred only upon request
• Automatic export to CRM only
  Contacts are automatically transferred from Bottimmo to Empro
• Automatic import from CRM only
  Contacts are automatically transferred from Empro to Bottimmo
• Fully automatic import and export
  Contacts are automatically synchronized in both directions

Select the appropriate option for your workflow.

5. Complete setup

• Click "Done"
  The connection is now being set up.
  A confirmation will appear in the assistant.
• Close the assistant

Result

The connection between Empro and Bottimmo is now active.
Contact data can now be transferred according to your selected setting.

If you want to make changes, open the Connection Manager again.

ℹ️ Note: The Empro interface is available for all customers (Light, Basic, and Expert)