Connector Overview

Connectors define which systems to integrate with, which objects & fields to map, how to retrieve data, and what operations are supported.

ShareCRM Integration Platform includes several prebuilt connectors that organizations can enable as needed.

Connection Configuration

Configure connector accounts and related parameters to obtain access to external systems.

External Object and Field Management

1. Third-Party Object Management: Create the third-party objects you need to integrate.

2. Generate Intermediate Objects:

Because third-party object structures often differ from CRM objects, the Integration Platform automatically creates “intermediate objects” to reconcile structural differences.

Users select an integration pattern (called “split type” in the system) based on the actual relationships of the CRM objects being integrated. For example, when syncing Sales Order and Order Products to the CRM, choose a master-detail relationship.

1. Standard APIs Generated by the Integration Platform

Based on the configured objects and fields, the Integration Platform automatically generates standard APIs.

1. Define APIs

Depending on whether the organization’s third-party system exposes external APIs, choose one of the following API definition approaches:

• If the third-party system does not provide externally accessible APIs, implement integrations using the standard APIs provided by the Integration Platform.
• If the third-party system does expose externally accessible APIs, call those APIs directly (invoked via APL functions).