[Vtigercrm-developers] CRM - Help Needed

Brett Hooker brett.hooker at roarz.com
Tue Apr 21 08:38:11 PDT 2009


We do this on a business by business basis, usually with Joomla 
extensions like VirtueMart.

There isn't any pre-built integrations for you to tap into within 
vTiger, but all of the framework elements are there for you to implement 
your own.

We've used both the SOAP APIs and the PHP APIs to do this work, choice 
being based on whether the CRM is remote (use SOAP) or in the same 
install (use PHP APIs).  Given that Early Impact is ASP based, you'll 
probably stick to the SOAP APIs.

We usually follow one of these two models:

1) Just-in-Time (JIT) integration: When the order is raised in the 
shopping cart, push customer, product, order header, and order line 
detail to vTiger.  In a "complete" implementation, we will create a 
Closed Won Potential, a Sales Order (linked to the Potential), and an 
Invoice (linked to the Sales Order) all against an Account based on the 
user in the shopping cart that raised the order.  We'll also create both 
an Account and a Contact for the customer.  In consumer sales 
environments, when you don't have a Company name for the Account, we 
just use the customers full name as the Account Name.  In this model, we 
only push across the Products that are included on the order at the time 
the order is raised.  That way, you don't need to synchronise or 
maintain the full product database in vTiger, you just populate it as 
you need to.  The reason we include the Closed Won Potential in the 
integration, as that auto-populates the vTiger Dashboard with high level 
sales data based on the orders being placed through the shopping cart.  
That is like virtual-gold to managers; being able to just watch the 
vTiger dashboard and see the orders stacking up.

2) Real-Time (RT) integration: Hook into shopping cart code base to push 
product updates to vTiger real time.  Hook into the user admin system to 
push customer/user updates to vTiger real time (for both Accounts and 
Contacts).  Then, at the time the orders are raised in the shopping 
cart, we only need to push through the order header and order lines.  
We'd still do a Closed Won Potential, Sales Order, and Invoice to ensure 
all of the sales and accounting entities are created in vTiger.

Sorry that this doesn't deal with Early Impact specifically, but 
hopefully sharing our approach helps.

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Prasanth wrote:
> Hi
> I need to integrate "early Imapct" shopping cart with Vtiger CRM. I 
> need to get sales details of each dealer. Sales order needs to 
> generate upon a sale , there is no purchase order or quotes . Whether 
> these kind of shopping cart implementation is supported by Vtiger. If 
> there is any extension or support available for this pls send the 
> details. If its still available in the vtiger crm, pls tell how it can 
> be implemented
> Regards,
> Prasanth
> ------------------------------------------------------------------------
> _______________________________________________
> Reach hundreds of potential candidates - http://jobs.vtiger.com 

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