Kommo Accounts and Portals
The Kommo connector supports connecting multiple accounts or portals of the CRM system. This article describes managing accounts and the specifics of working with multiple portals.
Multiple Connections
LightLead lets you connect several accounts of the same CRM system at once. This is useful if:
You have several businesses or projects in different accounts
You work with different portals (for example, different Bitrix24 domains)
You need to aggregate data from several sources
Naming Connections
When adding each new connection, give it a clear name. Recommendations:
Use the project or business name
Include the domain or region if there are several accounts
Do not use identical names for different connections
Examples of good names: Main Office, St. Petersburg Branch, Project Alpha.
Switching Between Accounts
When you create a report, you select a specific connection as the data source. Data from different connections is not merged automatically. To combine data, create separate reports or use aggregation.
Key Characteristics
| Characteristic | Description |
|---|---|
| Independent sync | Each connection syncs independently |
| Separate quotas | API limits apply to each connection separately |
| Separate settings | Each connection has its own sync settings |
| Shared reports | Data from different connections can be combined in reports |
Managing Connections
All connections appear in the Integrations section. Available actions for each:
Rename: change the connection's name
Reconnect: refresh the token or connection parameters
Delete: delete the connection and its associated data
Refresh discovery: reload the list of entities and fields