Connector Overview

A connector defines which system to integrate with, which objects & fields to connect, how to retrieve data, and what operations can be performed.

ShareCRM Integration Platform comes pre-configured with multiple connectors that enterprises can enable as needed.

Connection Configuration

By configuring connection accounts and relevant parameters, you can obtain access permissions to the target system.

Object and Field Mapping Management

1. Third-party Object Management: Create third-party objects that need to be integrated.
2. Generate Intermediate Objects:
   Due to structural differences between third-party objects and CRM objects, the Integration Platform automatically generates intermediate objects to resolve these discrepancies.
   Users can select the integration type (referred to as “split type” in the system) based on the actual relationships of the CRM objects. For example, if integrating with CRM Sales Orders and Order Products, the integration type should be set as a master-detail relationship.
3. Standard APIs Generated by the Integration Platform:
   Based on the configured objects and fields, the platform automatically generates standard APIs.
4. API Definition:
   Depending on the actual API availability of the third-party system, enterprises can choose different API definition methods:
   • If the third-party system does not expose APIs for external access, enterprises can implement APIs using the standard interfaces provided by the Integration Platform.
   • If the third-party system has APIs available for external access, enterprises can directly use those APIs (invoked via APL functions).