ConcourseSuite Community Edition

Core Team

PUBLIC PROFILE

Home
Centric CRM Tools Package

Centric CRM Tools Package

Centric CRM Tools includes multi-platform code to communicate with the Centric CRM application using HTTP. For example, you can capture leads or tickets from your existing web site and send them straight into Centric CRM by using the "save" method.

You can also read data from Centric CRM by using the "load" method. The following actions are supported:

DataRecord.INSERT
DataRecord.SELECT
DataRecord.UPDATE
DataRecord.DELETE
DataRecord.GET_DATETIME

Requirements

The centric_crm_tools.jar can be used with any Java 1.4 or 1.5 application. You will need to have the Java Servlet-API in your classpath.

In Centric CRM 4.0, a "client" will need to be configured under the Admin module to provide remote access to Centric CRM.

In versions prior to 4.0, the Centric CRM database needs to be modified manually:

In the [sync_client] table, an arbitrary client should be inserted with a plain-text password in the [code] field. This will be used in the client authentication code.

Typical Usage

import org.aspcfs.utils.CRMConnection;
import org.aspcfs.apps.transfer.DataRecord;

// Client ID must already exist in target CRM system and is created
// under Admin -> Configure System -> HTTP-XML API Client Manager
int clientId = 1;

// 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);

// Start a new transaction
crm.setAutoCommit(false);

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);

// Transform the 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);

// Transform the 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);

boolean result = crm.commit();

System.out.println(crm.getLastResponse());