Summary

In this chapter, we designed a contact management integration.

We started off by describing a real-world scenario for a fictional business called RideRight Bike Parts Company, which has a need for a contact management integration.

We identified the uses cases, and reframed them as CRM workflows that we needed to implement:

• The ability to promote a CRM customer to ERP

• Automatic synch of ERP customers from ERP to CRM, both as a bulk import and for incremental creates and updates

• Ability to view ERP customer information on CRM customer screens

We then designed the integration solution using the real-world applications of SageCRM and Sage ERP 300, to provide some context. The design of the integration is in several steps:

1. Create entity diagrams

2. Map the entity diagrams

3. Define the unique identifiers

4. Define the fields and field mappings

5. Define the CRUD rules

As this is the first time we designed an integration we spent some time explaining the steps as we worked through examples for our workflows....