This post will show you how to ensure, that data are imported from CRM to an ERP-system (ex. Navision).
Whenever you are importing data from CRM to ex. Navision, you would like a handshake, that data actually are imported to the other system.
There are several scenarios, but I’ll only show two for now.
Scenario one: (using CRM and Navision adapter)
Account from CRM should be imported to Navision.
a. Step one in Scribe is update/insert in Navision
b. Step two in Scribe is to update the source account in CRM with a status “Sent to Navision” and a date for the update/insert (custom fields)
If the update/insert is successfully, the source in CRM will show this in the two new custom fields.
Scenario two: (using CRM adapter and XML-files to ERP system)
Account from CRM should be imported to ERP system. (no adapter available)
a. Step one in Scribe is to insert into a XML-file, which is placed in a specified file location on the network.
Step two in Scribe is to update the source account in CRM with a status “Sent to ERP-system” and a date for the insert (custom fields)
If the insert is successfully, the source in CRM will show this in the two new custom fields. We are now sure, that the XML-file has been placed in the specified folder.
a. When the ERP-system has imported the XML-file, a new XML-file is placed in another folder on the network.
b. An integration process in Scribe Console looks for files in the specified folder. Whenever a XML-file is in the folder, the handshake is made to the account in CRM. She Scribe job update the account with status “Accepted by ERP-system” and date for this accept (new custom field)
We are now sure, that the XML-file sent to the ERP-system has been placed in the specified folder and that it have been acpted.