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ConcourseSuite Community Edition

Core Team
PostgreSQL Java
PUBLIC PROFILE

Add Contact & related information

Using Centric Tools

// Establish connectivity information
CRMConnection crm = new CRMConnection();
crm.setUrl("http://www.yourorg.com/centric");
crm.setId("www.yourorg.com");
crm.setCode("password");
crm.setClientId(clientId);

DataRecord contact = new DataRecord();
contact.setName("contact");
contact.setAction(DataRecord.INSERT);
contact.setShareKey(true);
contact.addField("nameFirst", bean.getNameFirst());
contact.addField("nameLast", bean.getNameLast());
contact.addField("company", bean.getCompanyName());
contact.addField("title", bean.getTitle());
contact.addField("source", bean.getSourceId());
contact.addField("isLead", "true");
contact.addField("accessType", 2);
contact.addField("leadStatus", 1);
contact.addField("enteredBy", 0);
contact.addField("modifiedBy", 0);
crm.save(contact);

//email
DataRecord email = new DataRecord();
email.setName("contactEmailAddress");
email.setAction(DataRecord.INSERT);
email.addField("email", bean.getEmail());
email.addField("contactId", "$C{contact.id}");
email.addField("type", 1);
email.addField("enteredBy", 0);
email.addField("modifiedBy", 0);
crm.save(email);

//phone
DataRecord phone = new DataRecord();
phone.setName("contactPhoneNumber");
phone.setAction(DataRecord.INSERT);
phone.addField("number", bean.getPhone());
phone.addField("contactId", "$C{contact.id}");
phone.addField("type", 1);
phone.addField("enteredBy", 0);
phone.addField("modifiedBy", 0);
crm.save(phone);

DataRecord address = new DataRecord();
address.setName("contactAddress");
address.setAction(DataRecord.INSERT);
address.addField("streetAddressLine1", bean.getStreetAddressLine1());
address.addField("streetAddressLine2", bean.getStreetAddressLine2());
address.addField("streetAddressLine3", bean.getStreetAddressLine3());
address.addField("streetAddressLine4", bean.getStreetAddressLine4());
address.addField("contactId", "$C{contact.id}");
address.addField("type", 1);
address.addField("city", bean.getCity());
address.addField("state", bean.getState());
address.addField("zip", bean.getZip());
address.addField("country", bean.getCountry());
address.addField("enteredBy", 0);
address.addField("modifiedBy", 0);
address.addField("primaryAddress", true);
crm.save(address);

boolean result = crm.commit();

XML

<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<app>
  <authentication>
    <id>www.yourorg.com</id>
    <systemId>4</systemId>
    <code>+++ CLIENT'S PASSWORD +++

<clientId>+++ CLIENT ID ALREADY ESTABLISHED +++</clientId>
</authentication>
<transaction id="1">
<contact action="insert" shareKey="true">
<nameFirst>John</nameFirst>
<nameLast>Doe</nameLast>
<company>XXX</company>
<title>XXX</title>
<accessType>2</accessType>
<enteredBy>0</enteredBy>
<modifiedBy>0</modifiedBy>
</contact>
<contactEmailAddress action="insert">
<email>john.doe@xxx.com</email>
<contactId>$C</contactId>
<type>1</type>
<enteredBy>0</enteredBy>
<modifiedBy>0</modifiedBy>
</contactEmailAddress>
<contactPhoneNumber action="insert">
<number>8888888888</email>
<contactId>$C</contactId>
<type>1</type>
<enteredBy>0</enteredBy>
<modifiedBy>0</modifiedBy>
</contactPhoneNumber>
<contactAddress action="insert">
<contactId>$C</contactId>
<type>1</type>
<streetAddressLine1>200 Yoakum Pkwy</streetAddressLine1>
<streetAddressLine2>Apt 444</streetAddressLine2>
<streetAddressLine3></streetAddressLine3>
<streetAddressLine4></streetAddressLine4>
<city>Alexandria</city>
<state>VA</state>
<zip>22345</zip>
<country>USA</country>
<enteredBy>0</enteredBy>
<modifiedBy>0</modifiedBy>
<primaryAddress>true</primaryAddress>
</contactAddress>
</transaction>
</app>
</code>

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