I have developed a special module for the VtigerCRM system, which allows you to receive payments by API from the client bank Point in the module "Payments". Integration allows you to quickly "load" the data on the payment of your bills directly into the CRM system. The synchronization process is conducted in semi-automatic mode.
Algorithm of the module:
1. The module connects to the client-bank via OAuth protocol, sending all the necessary parameters.
2. For security reasons, the bank will ask you to enter a password from an SMS message.
3. After entering the password, the bank forms an extract for the specified period and sends them to your CRM.
4. The system accepts the statement and creates payments.
5. All payments are automatically associated with the counterparty on the TIN and with the necessary account, if the account has the status "Sent".
6. After communication with the account, the latter receives the status "Paid".