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ConcourseSuite Community Edition

Core Team
PostgreSQL Java
PUBLIC PROFILE

Fetch a list of ALL Accounts with details requested

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("orgId");
meta.add("name");
meta.add("url");
meta.add("notes");
meta.add("industryName");
meta.add("alertDate");
meta.add("alertText");
meta.add("revenue");
meta.add("ticker");
meta.add("accountNumber");
meta.add("potential");
meta.add("nameFirst");
meta.add("nameMiddle");
meta.add("nameLast");
crm.setTransactionMeta(meta);

DataRecord accountsTable = new DataRecord();
accountsTable.setName("accountList");
accountsTable.setAction(DataRecord.SELECT);

crm.load(accountsTable);

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">
<meta>
<property>orgId</property>
<property>name</property>
<property>url</property>
<property>notes</property>
<property>industryName</property>
<property>alertDate</property>
<property>alertText</property>
<property>revenue</property>
<property>ticker</property>
<property>accountNumber</property>
<property>potential</property>
<property>nameFirst</property>
<property>nameMiddle</property>
<property>nameLast</property>
</meta>
<accountList action="select"/>
</transaction>
</app>
</code>

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