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Add an Opportunity and an associated Opportunity Component

Add an Opportunity and an associated Opportunity Component

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);

//Add Meta Info with fields required
ArrayList meta = new ArrayList();
meta.add("description");
crm.setTransactionMeta(meta);

DataRecord opportunity = new DataRecord();
opportunity.setName("opportunity");
opportunity.setAction(DataRecord.INSERT);
opportunity.setShareKey(true);
opportunity.addField("description", "Opportunity Header");
opportunity.addField("manager", 1); //refers to user with id 1 in CCRM
opportunity.addField("accountLink", 1); //refers to account with id 1 in CCRM
opportunity.addField("accessType", 9); //indicates it is a Public opportunity record
opportunity.addField("enteredBy", 1);
opportunity.addField("modifiedBy", 1);
crm.save(opportunity);

DataRecord oppComponent = new DataRecord();
oppComponent.setName("opportunity");
oppComponent.setAction(DataRecord.INSERT);
oppComponent.addField("description", "Opportunity Component");
oppComponent.addField("owner", 1); //refers to user with id 1 in CCRM
oppComponent.addField("guess", 800000); 
oppComponent.addField("type", "N"); //indicates it is a new opportunity component; corresponds to 'Source' on the add form
oppComponent.addField("stage", 1); //corresponds to 'Prospecting' lookup entry in lookup_stage
oppComponent.addField("closeProb", 50);
oppComponent.addField("closeDate", "09/14/2007");
oppComponent.addField("closeDateTimeZone", "GMT-5 Easter US");
oppComponent.addField("terms", "15"); //indicates the time period
oppComponent.addField("units", "W"); //indicates the time period units; W for Weeks; M for Months
oppComponent.addField("enteredBy", 1); //refers to user with id 1 in CCRM
oppComponent.addField("modifiedBy", 1); //refers to user with id 1 in CCRM
crm.save(oppComponent);

boolean result = crm.commit();

XML

<app>
  <authentication>
    <id>127.0.0.1</id>
    <systemId>4</systemId>
    <clientId>1</clientId>
    <code>792fef441691aa41135a15c1478a5ee4

</authentication>
<transaction>
<meta>
<property>description</property>
</meta>
<opportunity action="insert" shareKey="true">
<description>Opportunity Header</description>
<manager>1</manager>
<accountLink>1</accountLink>
<accessType>9</accessType>
<enteredBy>0</enteredBy>
<modifiedBy>0</modifiedBy>
</opportunity>
<opportunityComponent action="insert">
<headerId>$C</headerId>
<owner>1</owner>
<description>Component Description</description>
<guess>80</guess>
<type>N</type>
<stage>1</stage>
<closeProb>50</closeProb>
<closeDate>09/14/2007</closeDate>
<closeDateTimeZone>"GMT-5 Eastern US"</closeDateTimeZone>
<terms>15</terms>
<units>W</units>
<enteredBy>0</enteredBy>
<modifiedBy>0</modifiedBy>
</opportunityComponent>
</transaction>
</app>
</code>