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connect crm saleslogix to other database
Posted: 31 Jan 09 2:56 PM
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How to connect crm salelogix to other database,for example to connect to erp database?i want connect to erp database for read the account,opportunity and product.
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Re: connect crm saleslogix to other database
Posted: 31 Jan 09 8:45 PM
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| What ERP with what DB technology on the backend? Data writing both ways, etc.? We have used Inaport for some very reliable integration. There are certainly a ton of options between scritping, tools that you may already "own" or third party products... |
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Re: connect crm saleslogix to other database
Posted: 01 Feb 09 9:46 AM
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| The DB technology on the backend is SQL server.What is Inaport and how can to use it?For connect to other database i must open saleslogix architect and i modify the script in the main view? |
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Re: connect crm saleslogix to other database
Posted: 01 Feb 09 3:35 PM
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Inaport is an import/export tool that you can use to get data into SLX from your ERP. Depending on your environment though, you could DTS/SSIS to get data from your ERP into SalesLogix OR even just create a SQL view of the ERP data in the SLX database if you just want to read and display data.
Either way, yes - you will need to use architect to create/modify the forms in SLX to display the data.
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Re: connect crm saleslogix to other database
Posted: 01 Feb 09 4:00 PM
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Perfect,i want to read from ERP database e display data to Saleslogix but i don't know what instructions to use for create the connection to database ERP based on SQL server.
For example: in architect i select the main view of account.I select the script and...what should i write? |
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Re: connect crm saleslogix to other database
Posted: 01 Feb 09 4:17 PM
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I presume you have an ID that links the SLX account to your ERP account? If you have imported the ERP data into a SLX table (or created a view) you can add some read only controls (edit box / label) to the main view and then link the control to the appropriate field by joining the table/view to the account table with the above ID (no coding).
If you are not familiar with this SLX concept however, you will need to learn how to customise SLX views first.
Cheers,
Leon
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Re: connect crm saleslogix to other database
Posted: 03 Feb 09 4:11 AM
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| i create the view with sql server.in architect i create new form with datagrid.i want to import the account_id and name.i have done the all necerssary datalink but in saleslogix client i see the new form but not the data.Why?the erp database and saleslogix database is located in the same server |
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