Resco CRM Connector
Integration with third-party systems |
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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.
Contents
- 1 Data types
- 2 Data service
- 2.1 Web request requirements
- 2.2 Methods
- 2.3 POST WhoAmI
- 2.4 POST GetMaxRowVersion
- 2.5 GET Select
- 2.6 POST Fetch
- 2.7 POST Create
- 2.8 POST CreateMultiple
- 2.9 POST Update?$create={create}
- 2.10 POST UpdateMultiple?$create={create}
- 2.11 POST Delete
- 2.12 POST DeleteMultiple
- 2.13 POST Execute
- 2.14 POST ExecuteMultiple
- 2.15 POST ExportProject
- 2.16 POST ImportProject (and publish)
- 3 Sample C# project
- 4 See also
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><cookie page=”2″><name last=”Bike Experts” descending=”1″ /><id last=”afca6c78-4e0b-df11-a3d5-0003ff9c98bb” /></cookie></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: