ERP Simulation Environment User Guide

1. Environment Preparation

We recommend testing and learning in a beta/sandbox tenant.

1. In ShareCRM (fs) CRM, order and enable “Integration Platform - Custom Connector” for the beta/sandbox tenant.

Already launched; no grayscale application required ~~~2. In ShareCRM (fs) CRM, apply for grayscale for the feature “Integration Platform ERP Simulation Environment Grayscale”~~~

2. Using the Simulation Environment

After the order and product grayscale approval processes complete, log in to the activated CRM tenant environment and, in the same browser, open the Integration Platform ERP simulation environment at: https://www.fxiaoke.com/erpdemo/index.html to enter the simulator interface.

The ERP simulation environment currently preloads four objects: Product Categories, Products, Accounts, and Sales Order. You can select an object and add or remove fields for that object. The ERP simulation environment does not support adding other object types at this time.

As shown, the simulation environment has two tabs:

• erp data list: the management list for object records. From here you can view, edit, and delete list records.
• erp object management: the object-fields management page. From here you can view and edit fields and select single or multiple fields for deletion.

To create records, select the erp data list tab, choose an object from the dropdown, click New, complete the fields on the form, and save, as shown below:

To add object fields, select the erp object management tab, choose an object from the dropdown, click New, and add fields per the dialog prompts, as shown below:

3. Data Synchronization

After you familiarize yourself with the simulator, return to the CRM admin interface and open Integration Platform > ERP Data Sync > Connector Management. On the right, edit the Custom Connector and configure connection details as shown:

Notes:

Base path: http://172.17.4.230:31033/erpdemo/inner

error code field: code

error message field: message

data field: data

successful code: 0

Header parameter configuration:

• tenantID: select Enterprise Id from dropdown
• dataCenterId: select Enterprise Id from dropdown

After completing the connector configuration, go to Object Management in the integration platform and create objects. Based on the ERP simulator objects and field Code values, add each object and its fields one by one. Then create and enable an integration flow. When you create or modify records in CRM, you can view sync logs in the Integration Platform and view sync results in the ERP simulation environment; synchronization also works in the reverse direction.

Special note: The Integration Platform ERP simulation environment isolates data at the tenant level and does not currently support multi-data-center scenarios.