IMPORTING DATA FROM YOUR ERP/CRM

IMPORTING DATA FROM YOUR ERP/CRM

In most cases, you already have an ERP or CRM system keeping your customer data. SLASCONE’ API provides functions in order to be able to sync your customer data.

The data_exchange area of the API contains the relevant functions.

CREATE A CUSTOMER

POST /isv/{isv_id}/data_exchange/customers

This function is based on the customer_number field, which is the customer’s ID in your source system.

UPDATE A CUSTOMER

PATCH /isv/{isv_id}/data_exchange/customers

When updating a customer please note that this is a REST-compliant PATCH method. This means, that missing properties are not being altered, e.g., if customer_type is missing from the request body, then the customer retains its customer_type.

More about differential updates can be found here.

CREATE A LICENSE

POST /isv/{isv_id}/data_exchange/licenses/by_template

Typically, licenses are created using the SLASCONE UI. Nevertheless, you might want to import licenses from a legacy system or integrate this process in your backoffice operations.

This function allows you to create a license based on a master template ( template_name). Make sure you have properly set up your master template before using this functionality.

UPDATE A LICENSE

PATCH /isv/{isv_id}/data_exchange/licenses/by_template

This function is based on the legacy_license_key property.

When updating a license please note that this is a REST-compliant PATCH method. This means, that missing properties are not being altered, e.g., if expiration_date is missing from the request body, then the license retains its expiration_date.

If you want to reset the software_release_limitation, then use software_release_limitation: “none” or software_release_limitation: “”.

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