Connector Overview

The connector defines what system to connect to, what objects and fields to connect to, how to obtain data, and what operations can be performed.
The ShareCRM integration platform presets a variety of connectors, which can be opened and used by enterprises on demand.

Connection Configuration

Obtain the permission to access the system by configuring the connection account and related parameters.

Docking Object & Field Management

1. Third-party Object Management: create a new third-party object that needs to be connected
2. Generate Intermediate Objects:
Because there are differences in the object structure between the third-party object and the CRM object, the integration platform will automatically generate an "intermediate object" based on the object difference between the two parties, and resolve the structural difference through the intermediate object.
Users can select the connection type (called split type in the system) through the actual relationship of the CRM objects that need to be connected. For example, if they want to connect to CRM sales orders and order products, then the connection type is master-slave relationship.
3. Standard Interface Generated by Integration Platform
By maintaining well-maintained objects and fields, the integration platform will automatically generate standard interfaces.
4. Define Interface
According to the actual interface situation of the third-party system of the enterprise, different interface definition methods can be selected.
- If the third-party system of the enterprise does not have an interface that can be accessed from the external network, the interface can be implemented according to the standard interface provided by the integration platform.
- If the third-party system of the enterprise has an interface that can be accessed from the external network, it can be used directly. (Call the interface through the APL function).
2023-02-22
0 0