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CRM-service Active Directory Integration
CRM-service Active Directory Integration General This document describes the high level design of Active Directory integration. The implementation of AD-integration covered in this document does not contain single sign on functionality. All users that have access to CRM-service also belong to a specific CRM users group in Active Directory. The Active Directory does not contain […]
CRM-service CIWS Library for REST
CIWS Library for REST CRM-service CIWS is a client library that can be used with our REST interface. Requirements .NET Framework 4.5 or later Example Code using System; using System.Collections.Generic; using System.Linq; using CRMservice.ciws.rest; using CRMservice.ciws.rest.Authenticators; using CRMservice.ciws.rest.Core; using MongoDB.Driver; namespace SyncInterfaceService { class Program { [CrmModule(Module.Accounts)] public class CrmAccountForRelation { [CrmFieldName(“id”)] public string Id […]
CRM-service CIWS Library for SOAP
CRM-service CIWS Library for SOAP CRM-service CIWS is a client library used as an easy access interface for CIWS API. To use the CIWS API you need a specific API key for your CRM-service instance. Requirements .NET Framework 4.5 or later CrmManager Namespace: CRMservice.ciws.Manager Namespace: CRMservice.ciws.Manager.Default CrmManager is used for accessing webservices. You can make […]
Custom Routing of Network Traffic to CRM-service
As like any web-based software, CRM-service is also accessed via your dedicated domain name, eg. company.crmservice.fi. This address is then translated into a series of IP-addresses (one or more) so your computer then knows where to connect on the internet to find the given web application. These IP-addresses are subject to change at any point […]
Field name variants Legacy vs REST/CRM2
Some field names are different when using them in integrations, module tool parameters, or on dynamic field formulas. How to use both field name variants so the formula is running on front and on background cases: {if $account_type}{assign var=”type” value=$account_type}{else}{assign var=”type” value=$accounttype}{/if} …continue the formula be referering to type instead of accounttype or account_type Note: […]
File Size Limits in CRM-service
File Size Limits in CRM-service The file size limits for the attached files are the following: When attached directly to a related list: 25 MB When using a Web Service API: 25 MB When attaching images or other files to emails in Email Contacting Portal: 5 MB When using Outlook Add-in: 6 MB.
How to add file to the entity using REST
General These instructions explain how you can add a specific file to the wanted entity using REST. There are a few key components needed for a successful process. The user must determine which module [module] they want to add the file to and to which entity [id] the file is attached. Authorization is done by bearer [token] and [crm_address] is […]
Integrating Web Services
Web Services Introduction CRM-service provides open REST and SOAP interfaces for creating integrations between the CRM and third party applications. For more information about the interfaces and instructions for accessing their up-to-date documentation, see the following guides: The SOAP Interface The REST Interface CIWS Libraries There are CIWS libraries for using SOAP and REST interfaces. […]
Outgoing Traffic from CRM-service
Some functions in CRM-service may initiate a network connection from CRM-service to a client-defined address. These functions include, but are not limited to: Webhooks Selected Module Tools Email sending to customer’s custom SMTP server The Source of this network traffic from CRM-service is currently coming from the following IP-addresses or subnets. 217.112.247.96/27 This list is […]
System Requirements
System requirements The CRM-service system can run on any modern computer or mobile device with an Internet connection and that supports the latest stable versions of the following web browsers: Microsoft Edge Microsoft Internet Explorer Mozilla Firefox Google Chrome Safari. Note: For all browsers, you must enable JavaScript, cookies and SSL. CRM-service might also work […]
System requirements checklist
To ensure the smooth operation of the system, it is a good idea to check that the equipment used meets the system’s requirements. If any of the issues listed below are beyond your control as a user, please contact the person responsible for IT in your organisation to clarify matters. If the CRM system feels […]
The REST Interface
The REST Interface Introduction Implementing integrations between CRM-service and third party applications is simpler and more versatile than ever before with our new REST interface, alongside with the existing SOAP interface. The REST interface can be used for reading and writing data. Testing the REST Interface Each CRM-service instance has its own test interface for developers […]
The SOAP Interface
The SOAP Interface Introduction SOAP is a part of the CRM-service’s open Web Service interfaces. This document provides a technical overview to developers for integrating third party applications with CRM-service. The latest specifications and service descriptions are available in our online documentation: https://<Your CRM-service-url>/CrmIntegrationWebservice/ If you are not familiar with SOAP based Web Services it […]
Webhooks
How to build webhooks in CRM-service The main tool in CRM-service to build webhooks is a module tool called “Run HTTP Request” (see picture below). This tool can be activated in any module, and when clicked, it will trigger the wanted HTTPS request. Run HTTP Request module tool Module tools are built by going to […]