Sage CRM integration | IMan | Realisable

SageCRM

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SageCRM Connector

SageCRM Connector

Our SageCRM connector provides complete and tight connectivity with SageCRM, enabling you to rapidly integrate any application. Integration is made through our configuration based and code-free middleware solution, IMan.

The connector is dual direction, meaning data can be both uploaded to and extracted from SageCRM. The connector supports all entities, including custom entities, providing a ‘no restrictions’ platform with which to integrate external applications with SageCRM.

To provide you a flavour of what can be achieved, some of our previous projects have included:

  • Data takeon and migration.
  • Ongoing lead/company imports – import of lead and company data from several sources.
  • Complex application integration – multi-entity synchronisation (company, person, address, email, opportunity, quotes & notes) between SageCRM and external systems.

Features

 

  • SageCRM-Product-BriefSupports custom entities and fields.

 

  • Hierarchically aware – Relationships between entities are enforced for both data import and export.
  • Changes and updates to integration jobs are made seamlessly through the dynamic detection of field and entity changes.
  • Record level synchronisation is made possible through the capture of record ID’s when inserting and comparison of record timestamps on update.
  • Simplified Company and Person imports allows a single input record to update Company, linked Address, Phone, Email & Default Contact entities, removing need for complex transformation. Linked Entity types (Phone, Address, Email) are dynamically queried, based on the parent entity.
  • Inline lookups against SageCRM data for data translation and extraction and entity ID identification.
  • Integrates through a combination of SData and webservices so entity and field level security is preserved.
  • A time-limited data migration license available.
  • Supports version 7.0, 7.1, 7.2 & 7.3.