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We support external ERP synchronisation using simple web services and CSV files. You can export Upvise Contacts and Companies using a direct URL web service. In the Upvise Contacts web app, click on the More button, then Export then click on the Direct Export link, show URL button. You can also import Contacts and Companies from your ERP system into Upvise, by using a POST query. Goto More button, Import, Direct import link Show URL button. To implement the integration, you will need to write some glue code to download data from Upvise with the web services, then parse the CSV and update your DB using SQL. And you also need to generate CSV files using SQL from your DB and send the data via HTTP POST requests to Upvise. In order to implement delta synchronisation (import or export only modified/new or deleted data), you need to keep trace of the latest synchronisation date and use it in the "since" HTTP optional param to request for only modified data. since=yyyy-mm-dd These web services are currently only available for Contacts and Companies, but we could extend them to other databases if required. Please contact us for more information. |