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Forum to discuss general external development topic (related or not to SalesLogix development). View the code of conduct for posting guidelines.
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Creating opportunities in SLX from an external source
Posted: 15 Jul 07 5:40 AM
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Good day,
We need to import opportunities into SalesLogix from .pdf or .xml files. Because the import needs to take place as soon as a new .pdf or .xml file is dumped in a specific directory, I thought this development should be external. Is this correct, or is there a way to do this from within the SalesLogix development environment?
Then, if it is not possible from within the development environment, is there an API of some sort that can be used by an external program to do things such as the generation of a new opportunityid, etc?
Thanks a lot
Ina Nortje |
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Re: Creating opportunities in SLX from an external source
Posted: 15 Jul 07 5:52 PM
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You are correct in assuming that it would probably be better to do this as an external piece of development work. SSIS/DTS is how I would do it, or you could use a .NET application. Generation of new IDs (along with many other things, including synchronisation to remote databases) is performed by the SLX OLEDB provider, which is what you should use to connect to the SLX database (rather than using a native SQL connection).
If you are already familiar with VBScripting inside the SLX environment, it is not a great leap to write such scripts externally, noting, however, that the Application object is not available to you.
Phil |
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Re: Creating opportunities in SLX from an external source
Posted: 16 Jul 07 10:05 AM
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This is definitely external development work. These is nothing built-in to the SLX Interface for this.
In addition to SSIS/DTS you can also use Scribe or Knowledge Sync.
In any case, using the provider is a must as it will give you all the perks of auto-creating IDs and managing the date/time fields.
John G. |
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Re: Creating opportunities in SLX from an external source
Posted: 16 Jul 07 12:36 PM
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This is definitely external development work. These is nothing built-in to the SLX Interface for this.
In addition to SSIS/DTS you can also use Scribe or Knowledge Sync.
In any case, using the provider is a must as it will give you all the perks of auto-creating IDs and managing the date/time fields.
John G. |
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