I am new to ZohoCrm.
Instead of passing the hardcoded data from c# to zoho CRM, I need to pass the data from the database table to Zoho. Then I need to synchronize both the database and update it to CRM
Can any one help me?
From http://www.zoho.com/crm/help/api/
Zoho CRM provides API (Application Programming Interface) for
integrating CRM modules with third-party applications such as,
accounting, ERP, e-commerce, self-service portals and others. With the
Zoho CRM API, you can extract CRM data in XML or JSON format and
develop new applications or integrate with your existing business
applications. As the Zoho CRM API is independent of programming
languages, you can develop applications in any programming language
(Java, .Net, C, C++, PHP, etc.).
.NET client for interacting with Zoho CRM service https://github.com/deveel/zohocrmsharp.
Your work is the custom logic for "pass the data from data base table to Zoho"
Related
I've been tasked to create an API where a web page (developed externally) should be able to communicate with a CRM system. I've looked into the CRM SDK and created a couple of C# classes that perform some basic operations to get a feeling of it, but my main issue now is what should I give the web page's developer so that he can use what I have. Does it have to be a REST/SOAP API hosted on the domain of the CRM so that the web page can send queries or can I create a DLL from the c# project and give that to the web page's developer?
In fact, how would it work out if it's a REST API if CRM is hosted by Dynamics/Microsoft?
You are looking to create a wrapper around the Dynamics CRM Api to support development of an application that interfaces with Dynamics CRM. There are two ways to do this:
Create a hosted web service.
Generate a DLL with public methods.
If you are okay with the developer-user having to configure a connection string for Dynamics CRM and the application is being developed in a .NET language and the CRM server is addressable from the location where the application runs than # 2, generate a DLL with public methods, is the easier answer.
If any of those are not true you are likely to find that # 1, a hosted web service, is a better fit.
I am designing an internal utility web application for the team.
The front-end will be PHP based on Joomla so it will take care of user-authentication and all CMS stuff.
The back-end databases are varied: Excel, MS Access, MSSQL. Therefore I wish to build a C#-based web services which wraps the business logic and data access.
Modules in Joomla will be built which call the web services and presents the data in HTML.
Would it be a good idea? If it is, are there any existing libraries or framework that can facilitate?
Many thanks
I am new to the Salesforce CRM world and i need to write a generic connector/plugin in C# to connect to Salesforce CRM DB for one of our product.
Idea is that for which ever customer we want to provide our services to, we would obtain all their CRM data by using our plugin and store it locally into our DB. Although, our local DB would also be stored on Cloud, however initially even if we can figure out first how to do it with on premise SQL DB, we can migrate it later on.
Also, we would want some sync capability onto this connector which can continuously sync data from CRM on a periodic basis. Any help/pointers will be greatly appreciated.
You have a few options:
Use the Salesforce API and build a wrapper yourself. You need to setup developer account etc.
http://www.salesforce.com/us/developer/docs/api/index.htm
http://www.maatech.com/dotnetframework/using-salesforce-com-in-c.html
Use a 3rd part DLL to connect to Salesforce and make it easy to work with Salesforce objects. Most of the DLLs are paid versions with trial facility.
http://visualstudiogallery.msdn.microsoft.com/a639fe58-54b6-429b-b875-1584c365afb7
http://visualstudiogallery.msdn.microsoft.com/f6ecab53-dec5-4aca-b559-ce39315f6781
There are a set of prerequisites that you need to get done in order to interact with salesforce API using the C# .NET.
Username and Password (salesforce logins)
SOAP API (WSDL file)
Security Token
I need to insert some fields of data (example: Customer Phone etc) from outside(Externally) into the already developed/working (Installed) ERP Invoicing application. When I open the ERP application those fields should automatically appear in the application for the particular order in the form. Currently the the external data is entering manually into the ERP application. I need to integrate from the different place to ERP Application using some another application, like C# Windows Application. We can access ERP database. How can I approach this for the solution to the problem using C#/windows application externally.
I am not sure what approach you used for Integration, but as it seems from your question that you have enough knowledge about their database structure and flow of data you can directly write to the tables to reflect the updated information in that ERP.
But this is not a recommended approach to integrate with any ERP, by directly interacting to their database tables, even if you have access to them and you very well understand the data flow. Integration to any ERP should only be done through API's provided by that ERP, or through some connectors available in market which are recommended by the ERP vendor.
You should look for an API or interface your ERP application provides to integrate external applications and/or modules, otherwise, if you have enough knowledge of how this ERP works and underlying database structure, than you can directly interact with the data...
I want to know how i will pull Microsoft CRM 4.0 data and display it into Sharepoints Page.
Cann any one suggest some Architecture for this.
And anyon tell me what is the pros and cons when we doing this.
Any suggestions are most welcome.
Regards
Sachin
Use the List Web Part for Microsoft Dynamics CRM 4.0
Alternatively, you could build your own web part and populate it with data retrieved via the CRM web services or the FilteredViews in the Database.
You can either:
Use the CRM Web Part.
Select straight from the CRM defined views within SQL Server.
Use the CRM Fetch XML Web Services API.
Use the Advanced Developer Extensions in the 4.1.2 SDK that provide LINQ and OData support over the top of your CRM.