Resco CRM Connector

Integration with third-party systems

Connect to other backend servers Connect Resco Cloud and Dynamics Questionnaire OData service Glossary entry on integration Woodford configuration Documents (Box, Dropbox, Google Drive, OneDrive, SharePoint) Communication with external applications (via URL schemes) Email integration Exchange (email, calendar, contacts) Google (email, calendar, contacts) DocuSign integration Marketing services (MailChimp, MailerLite, GetResponse) GitHub integration (for Woodford customizations)

Resco Cloud server can serve as a stand-alone backend, but it can also connect to other CRM or ERP systems, for example Microsoft Dynamics or Salesforce.

• Your system: any CRM/ERP system
• Resco CRM connector: Synchronization module between ERP System and Resco CRM Server
• Resco CRM server: Fully customizable backend for Mobile CRM Client application
• Resco CRM client: End-user CRM application customized for Resco CRM server

Resco CRM server and client are provided by Resco. Resco CRM server allows you to define schema and stores data for Mobile CRM Client, which is used to display the data.

You can now build your own Resco CRM Connector to enable the synchronization between your backend system and the Resco CRM Server. Resco CRM Server acts like a passive module — it does not initiate any synchronization. Mobile CRM Client must initiate the synchronization process to download/upload data. This also applies for Resco CRM Connector. It must determine when/whether to synchronize ERP System data with data stored on the Resco CRM Server. For example, every hour, every day, etc., depends on how current the data must be on the clients. To check whether there are new/updated data on the Resco CRM Server use “GetMaxRowVersion” web service method to get the current row version. If the current row version changed from the last stored row version, there are new changes available on the Resco CRM Server.

Resco CRM Connector consists of a set of REST web service methods divided into metadata service and data service.

Data types

• UniqueIdentifier
• String
• Integer
• Float
• Decimal
• DateTime
• Picklist
• PicklistMap
• Boolean
• Money
• Binary
• Lookup
• RowVersion
• PartyList

By default, the data type format in data service requests and responses is in invariant culture (for example, the decimal separator is always a dot).

Date fields are in UTC time, in the following format: yyyy-MM-ddTHH:mm:ssZ; for example, 2020-12-12T09:00:00. Optionally, you can use syntax defined in RFC 3339 to modify this format.

Lookup fields are essentially strings in the following formats:

• entity:id (for create/update requests)
• entity:id:name (for fetch requests)

PartyList fields use the following format (parts in square brackets are optional):

<party [addressused='rajesh@example.com']>entity:id[:name]</party>
<party [addressused='howard@example.com']>entity:id[:name]</party>
...

Data service

Data service helps you access and manipulate data on Resco CRM server. The web service URL depends on server settings; whether the server uses domain organization selection or simple URL organization selection.

• URL organization base web service URL is: https://example.com/rest/v1/data/{organization}
• Domain organization base web service URL is: https://{organization}.example.com/rest/v1/data

Examples

• Resco Cloud server uses the following domain organization selection: https://{organization}.rescocrm.com/rest/v1/data
• Resco Inspections cloud server uses the following domain organization selection: https://inspections.resco.net/rest/v1/data/{organization}
• Resco Routes cloud server uses the following domain organization selection: https://routes.resco.net/rest/v1/data/{organization}

Web request requirements

Method: GET/POST

Content-Type: application/xml; charset=utf-8

Authorization: Basic BASE64(login:password)

Methods

POST	WhoAmI
POST	GetMaxRowVersion
GET	Select
POST	Fetch
POST	Create
POST	CreateMultiple
POST	Update
POST	UpdateMultiple
POST	Delete
POST	DeleteMultiple
POST	Execute
POST	ExecuteMultiple
POST	ExportProject
POST	ImportProject

POST WhoAmI

Return organization ID and user ID.

No parameters.

Sample URL: https://{organization}.rescocrm.com/rest/v1/data/WhoAmI

Response:

<?xml version=“1.0” encoding=“utf-8“?>
<WhoAmI xmlns:xsd=“http://www.w3.org/2001/XMLSchema” xmlns:xsi=“http://www.w3.org/2001/XMLSchema-instance“>          
 <OrganizationId>87ddc2f8-d0d1-4ad6-a925-5765a7a46edd</ OrganizationId>          
 <UserId>601d9d17-89b4-e111-9c9a-00155d0b710a</UserId>
</WhoAmI>

POST GetMaxRowVersion

Return max row version for the database. Row version is counter of every change in database. It helps to determine changes from last synchronization. Each entity has system attribute “rowversion” which determine the version (or timestamp) of last change for the specified row.

No parameters.

Sample URL: https://{organization}.rescocrm.com/rest/v1/data/GetMaxRowVersion

Response:

<?xml version=“1.0” encoding=“utf-8“?>
<string>3665</string>

GET Select

Template URL:

.../{entity}?$select={select}&$filter={filter}&$orderby={orderby} &$skip={skip}&$top={top}

Returns list of entities.

Parameters:

{entity}	determine the entity to retrieve, optionally, you can specify entity id to retrieve in the following format: account(guid’300a4f0b-99dc-4ba5-95bd-d41abf61dc10′)
{select}	determine attributes to retrieve, separated by comma
{filter}	determine entity filter
{orderby}	– determine sort, optionally include “desc” keyword. Separated by comma.
{skip}	– determine number of entities to skip
{top}	– determine number of entities to return

A condition is defined like: {left identifier} {comparison statement} {right identifier} {and/or} .... The left identifier is always the attribute name.

Comparison statements can be any of following:

eq, =, ==	equal
ne, !=, <>	not equal
gt, >	greater than
ge, >=	greater than equal
lt, <	less than
le, <=	less than equal
like, not-like	like or not like

Right identifier can be any of following:

string value	“string”, or ‘string’
integer value	0, 1, 2, ….
null, not-null

Conditions can be joined using:

and	&&
or	||

Sample URL:

https://{organization}.rescocrm.com/rest/v1/data/account?$select=name,address1_city,emailaddress1&$filter=name%20LIKE%20’C%’&$orderby=address1_city&$skip=2&$top=5

Response:

<?xml version=“1.0” encoding=”utf-8“?>
<EntitySet xmlns=“http://schemas.resco.net/XRM/OrganizationService“>
 <Metadata PrimaryEntity=“account“>
  <Attributes>
   <Attribute EntityName=“account” AttributeName=“name” Name=“name” Type=“String“/>
   <Attribute EntityName=“account” AttributeName=“address1_city” Name=“address1 _city” Type=“String“/>
   <Attribute EntityName=“account” AttributeName=“emailaddress1” Name=“emailaddress1” Type=“String“/>
   <Attribute EntityName=“account” AttributeName=“id” Name=”id” Type=“UniqueIdentifier“/>
  </Attributes>
 </Metadata>
 <Entities>
  <Entity EntityName=“account“>
   <name>Cash and Carry Bikes</name>
   <address1_city>Dallas</address1_city>
   <emailaddress1>someone@example.com</emailaddress1>
   <id>b9ca6c78-4e0b-df11-a3d5-0003ff9c98bb</id>
  </Entity>
  <Entity EntityName=“account“>
   <name>Convenient Bike Shop</name>
   <address1_city>Everett</address1_city>
   <emailaddress1>someone@example.com</emailaddress1>
   <id>bdca6c78-4e0b-df11-a3d5-0003ff9c98bb</id>
  </Entity>
   <Entity EntityName=“account“>
   <name>Cheap n Best bikes</name>
   <address1_city>Redmond</address1_city>
   <emailaddress1>someone@example.com</emailaddress1>
   <id>bbca6c78-4e0b-df11-a3d5-0003ff9c98bb</id>
  </Entity>
   <Entity EntityName=“account“>
   <name>Cool Ride Store</name>
   <address1_city>Seattle</address1_city>
   <emailaddress1>someone@example.com</emailaddress1>
   <id>beca6c78-4e0b-df11-a3d5-0003ff9c98bb</id>
  </Entity>
   <Entity EntityName=“account“>
   <name>Certified Bicycle Supply</name>
   <address1_city>West Covina</address1_city>
   <emailaddress1>someone@example.com</emailaddress1>
   <id>baca6c78-4e0b-df11-a3d5-0003ff9c98bb</id>
  </Entity>
 </Entities>
</EntitySet>

POST Fetch

Fetch query. Return list of entities defined by fetch.

Sample URL: https://{organization}.rescocrm.com/rest/v1/data

Request:

<fetch page=“2 ” count=“5” paging-cookie=“optional PagingCookie from previous fetch“>
 <entity name=“account“>
  <attribute name=“id” />
  <attribute name=“name” />
  <order attribute=“name” descending=“true” />
  <filter>
   <condition attribute=“name” operator=“like” value=“b%” />
  </filter>
 </entity>
</fetch>

Response:

<?xml version=“1.0” encoding=”utf-8“?>
<EntitySet xmlns=“http://schemas.resco.net/XRM/OrganizationService“>
 <Metadata PrimaryEntity=“account“>
  <Attributes>
   <Attribute EntityName=“account” AttributeName=“id” Type=“UniqueIdentifier“/>
   <Attribute EntityName=“account” AttributeName=“name” Name=“id” Name=“name” Type=“String“/>
  </Attributes>
 </Metadata>
 <Entities>
  <Entity EntityName=“account“>
   <id>b3ca6c78-4e0b-df11-a3d5-0003ff9c98bb</id>
   <name>Bikes unlimited</name>
  </Entity>
  <Entity EntityName=“account“>
   <id>b2ca6c78-4e0b-df11-a3d5-0003ff9c98bb</id>
   <name>Bike-o-maniac store</name>
  </Entity>
  <Entity EntityName=“account“>
   <id>b1ca6c78-4e0b-df11-a3d5-0003ff9c98bb</id>
   <name>Bike Universe</name>
  </Entity>
  <Entity EntityName=“account“>
   <id>b0ca6c78-4e0b-df11-a3d5-0003ff9c98bb</id>
   <name>Bike Products and Accessories</name>
  </Entity>
  <Entity EntityName=“account“>
   <id>afca6c78-4e0b-df11-a3d5-0003ff9c98bb</id>
   <name>Bike Experts</name>
  </Entity>
 </Entities>
 <MoreRecords>true</MoreRecords>
 <PagingCookie>&lt;cookie page=”2″&gt;&lt;name last=”Bike  Experts” descending=”1″ /&gt;&lt;id last=”afca6c78-4e0b-df11-a3d5-0003ff9c98bb” /&gt;&lt;/cookie&gt;</PagingCookie>
</EntitySet>

POST Create

Create entity and return entity ID. Optional, primary key can be specified by “PrimaryKey” attribute.

Default PrimaryKey is “id”.

Sample URL: https://{organization}.rescocrm.com/rest/v1/data/Create

Request:

<Entity EntityName=‘account‘ [PrimaryKey=’name;address1_city‘]>
 <id>1607A7F7-C16F-4E19-849C-BAD37FF59F5C</id>
 <name>My Name</name>
 <address1_city>Bratislava</address1_city>
 <revenue>123456.789</revenue>
</Entity>

Response:

<?xml version=“1.0” encoding=“utf-8“?>
<guid>1607a7f7-c16f-4e19-849c-bad37ff59f5c</guid>

POST CreateMultiple

Create multiple entities. The entity is defined same as for Create method.

Sample URL: https://{organization}.rescocrm.com/rest/v1/data/CreateMultiple

Request:

<Entities xmlns=‘http://schemas.resco.net/XRM/EntitySet‘>
 <Entity EntityName=‘account‘>
  <id>FE400D92-EFD6-4856-A0B4-94C63212D5C8</id>
  <name>My Name 1</name>
  <address1_city>Bratislava</address1_city>
  <revenue>123456.789</revenue>
 </Entity>
 <Entity EntityName=‘account‘>
  <id>D008549E-842F-46EC-9F76-ECC5F20A550D</id>
  <name>My Name 2</name>
  <address1_city>Bratislava</address1_city>
  <revenue>987654.321</revenue>
 </Entity>
</Entities>

POST Update?$create={create}

Update entity. Optional, the primary key can be specified by “PrimaryKey” attribute. Default PrimaryKey is “id”.

Parameter:

{create} (optional) — Determine whether the entity should be created if it does not exist.

Sample URL: https://{organization}.rescocrm.com/rest/v1/data/Update

Optional URL: https://{organization}.rescocrm.com/rest/v1/data/Update?$create=true

Request:

<Entity EntityName=‘account‘ [PrimaryKey=‘name;address1_city‘]>
 <id>1607A7F7-C16F-4E19-849C-BAD37FF59F5C</id>
 <name>My Name 2</name>
 <address1_city>Bratislava</address1_city>
 <revenue>987654.321</revenue>
</Entity>

POST UpdateMultiple?$create={create}

Update multiple entities. The entity is defined the same way as for Update method.

Parameter:

{create} (optional) — Determine whether the entity should be created if it does not exist.

Sample URL: https://{organization}.rescocrm.com/rest/v1/data/UpdateMultiple

Optional URL: https://{organization}.rescocrm.com/rest/v1/data/UpdateMultiple?$create=true

Request:

<Entities xmlns=‘http://schemas.resco.net/XRM/EntitySet‘>
 <Entity EntityName=‘account‘>
  <id>FE400D92-EFD6-4856-A0B4-94C63212D5C8</id>
  <name>My Name 1</name>
  <address1_city>Bratislava</address1_city>
  <revenue>123456.789</revenue>
 </Entity>
 <Entity EntityName=‘account‘>
  <id>D008549E-842F-46EC-9F76-ECC5F20A550D</id>
  <name>My Name 2</name>
  <address1_city>Bratislava</address1_city>
  <revenue>987654.321</revenue>
 </Entity>
</Entities>

POST Delete

Delete entity. Optional, the primary key can be specified by “PrimaryKey” attribute. Default PrimaryKey is “id”.

Sample URL: https://{organization}.rescocrm.com/rest/v1/data/Delete

Request:

<Entity EntityName=‘account‘>
 <id>1607A7F7-C16F-4E19-849C-BAD37FF59F5C</id>
</Entity>

With PrimaryKey:

<Entity EntityName=‘account‘ PrimaryKey=‘name;address1_city‘>
 <name>My Name 3</name>
 <address1_city>Bratislava</address1_city>
</Entity>

POST DeleteMultiple

Delete multiple entities. The entity is defined the same way as for Delete method.

Sample URL: https://{organization}.rescocrm.com/rest/v1/data/DeleteMultiple

Request:

<Entities xmlns=‘http://schemas.resco.net/XRM/EntitySet‘>
 <Entity EntityName=‘account‘>
  <id>FE400D92-EFD6-4856-A0B4-94C63212D5C8</id> </Entity>
 <Entity EntityName=‘account‘>
  <id>D008549E-842F-46EC-9F76-ECC5F20A550D</id>
 </Entity>
</Entities>

POST Execute

Allow to execute specified operation on entity, such as Create, Update, Upsert and Delete.

Action:

• Create – Create entity
• Update – Update entity
• Upsert – If exist, Update entity; otherwise Create entity
• Delete – Delete entity

Sample URL: https://{organization}.rescocrm.com/rest/v1/data/Execute

Request:

<Entity EntityName=‘account‘ Action=‘ Create‘ [PrimaryKey=‘name;address1_city‘] xmlns=‘http://schemas.resco.net/XRM/Execute‘>
 <id>1607A7F7-C16F-4E19-849C-BAD37FF59F5C</id>
 <name>My Name</name>
 <address1_city>Bratislava</address1_city>
 <revenue>123456.789</revenue>
</Entity>

Response:

<Response Action=“Create” xmlns=“http://schemas.resco.net/XRM/Execute“>
 <Result Type=“guid“>1607a7f7-c16f-4e19-849c-bad37ff59f5c</Result>
</Response>

POST ExecuteMultiple

Allow to execute specified operations on multiple entities, such as Create, Update, Upsert, and Delete.

• ContinueOnError – Determine whether to continue executing an operation on error.
• TransactionType – Determine transaction operation:
• None – execute multiple will not run in a transaction
• RollbackOnError – execute multiple transaction will roll back on error
• CommitOnError – execute multiple transaction will commit on error

Action:

• Create – Create entity
• Update – Update entity
• Upsert – If exist, Update entity; otherwise Create entity
• Delete – Delete entity

Sample URL: https://{organization}.rescocrm.com/rest/v1/data/ExecuteMultiple

Request:

<ExecuteMultiple TransactionType=‘RollbackOnError‘ ContinueOnError=‘false‘ xmlns=‘http://schemas.resco.net/XRM/Execute‘>
 <Entity EntityName=‘account‘ Action=‘Create‘>
  <id>1607A7F7-C16F-4E19-849C-BAD37FF59F5C</id>
  <name>My Name</name>
  <address1_city>Bratislava</address1_city>
  <revenue>123456.789</revenue>
 </Entity>
 <Entity EntityName=‘account‘ Action=‘Update‘>
  <id>1607A7F7-C16F-4E19-849C-BAD37FF59F5C</id>
  <name>My Name 2</name>
 </Entity>
 <Entity EntityName=‘account‘ Action=‘Upsert‘>
  <id>2607A7F7-C16F-4E19-849C-BAD37FF59F5C</id>
  <name>My Name 3</name>
  <revenue2>987654.321</revenue2>
 </Entity>
 <Entity EntityName=‘account‘ Action=‘Delete‘>
  <id>1607A7F7-C16F-4E19-849C-BAD37FF59F5C</id>
 </Entity>
</ExecuteMultiple>

Response:

<?xml version=“1.0” encoding=“utXRMf-8“?>
<MultipleResponse xmlns=“http://schemas.resco.net/XRM/Execute“>
 <Response Action=“Create“>
  <Result Type=“guid“>1607a7f7-c16f-4e19-849c-bad37ff59f5c</Result> </Response>
 <Response Action=“Update“>
  <Result Type=“bool“>true</Result>
 </Response>
 <Response Action=“Upsert“>
  <Fault xmlns=“http://schemas.resco.net/XRM/XRMServiceError“>
   <Code>500</Code>
   <Reason>KeyNotFoundException</Reason>
   <Detail>The given attribute ‘revenue2’ was not present in the entity metadata.</Detail>
   <StackTrace>…</StackTrace>
  </Fault>
 </Response>
 <Response Action=“Delete“>
  <Result Type=“bool“>true</Result>
 </Response>
</MultipleResponse>

POST ExportProject

Export the complete app project definition to a file. You need to specify project name or ID as a parameter.

Sample URL:

https://{organization}.rescocrm.com/rest/v1/data/ExportProject?$id={id}

https://{organization}.rescocrm.com/rest/v1/data/ExportProject?$name={name}

Response: Binary project data.

POST ImportProject (and publish)

Replace the content of an existing app project with the imported file. Specify destination project ID or name. The project must already exist. Use &publish=true to automatically publish the project.

Sample URL:

https://{organization}.rescocrm.com/rest/v1/data/ImportProject?id={id}&publish={publish}

https://{organization}.rescocrm.com/rest/v1/data/ImportProject?name={name}&publish={publish}

BODY:

Binary project data.

Sample C# project

For your convenience, we have prepared a C# project that implements the data service.

• https://rescocrm.com/docs/RescoCRM.SDK.zip - source code for Visual Studio
• https://www.nuget.org/packages/Resco.Cloud.Client/ - library with regular updates

See also

Resco also offers you a development kit that allows you to develop your own plugins for Resco Cloud. Plugins can be used in processes:

• RescoCRM Plugin SDK