Custom webshop integration
To display data from your custom-developed webshop in your MiniCRM system, you need an XML file that has a specific format and is generated from the webshop’s database. You can create the file according to the Sample.
The other system prepares a file in XML format. MiniCRM downloads and processes it in reaction to an API call. MiniCRM updates the already existing data and creates new ones if it is necessary. There is no need to resend all opportunity cards/fields by every sync because MiniCRM can accept XML files that contain only modified data as well.
The MiniCRM XML reader is project-based. One ‘Project’ contains one order and data that belongs to it. In case of more than one order, they have to appear below each other.
Basic card information has to be entered directly below the Project node (the bold lines are required, the other ones are optional):
‘Project Id’ – the Id of the card. Later on, a person’s card can be updated based on this Id.
‘Name’ – the card’s name (it is practical if the card’s name equals to the customer’s name)
‘CategoryId’ – the Id of the terméke (it is always the Id of the Webshop terméke. You can find it in the Webshop terméke, at the end of the URL following the ‘#!Project-‘ part.
‘StatusId’ – the name of the status to which the card will be added (it is enough to enter the ‘Registered’ value because the card will move between the statuses according to the status rules of the Webshop terméke)
‘UserId’ – the name of the MiniCRM user who will be the owner of the given card
‘WebshopRegistrationDate’ – the date when the customer has registered for the webshop
‘WebshopDisabled’ – its value can be 0/1, if it is 1, the customer is Disabled/Deleted
‘WebshopLostBasketContent’ – the content of the last abandoned cart
‘WebshopLostBasketDate’ – the date of the last abandoned cart
‘WebshopLostBasketValue’ – the value of the last abandoned cart
‘WebshopAllLostBasket’ – the value of all abandoned carts
After that comes the data of the company/person and contact persons. It has to be placed directly below the Project node. It is possible to send companies and persons to MiniCRM and add contact persons to companies via XML. At least one company’s or person’s data has to appear in this part:
Business:
‘Name’ – the company’s name
‘Email’ – the company’s email address
Contact:
‘FirstName’ – the first name of the person/company’s contact person
‘LastName’ – the last name of the person/company’s contact person
‘Email’ – the email address of the person/company’s contact person
After that, you have to add information regarding the order. These data will be added to the Order terméke already (irrespective of the fact whether you have given the Webshop terméke‘s Id as ‘CategoryId’ in the beginning of the XML or not).
‘Order Id’ – the order’s Id
‘Number’ – the name of the card in the Order terméke
‘CurrencyCode’ – the currency code of the order
‘Performance’ – the performance date
‘Subject’ – a note regarding the order
‘Status’ – the order’s status
It is followed by the customer’s data:
‘Name’ – the customer’s name
‘CountryId’ – the customer’s country
‘PostalCode’ – the customer’s postal code
‘City’ – the customer’s city
‘Address’ – the customer’s address
Finally comes the data of the ordered product(s)
‘Product Id’ – the product’s Id
‘Name’ – the product’s name
‘SKU’ – the product’s SKU code
‘EAN’ -the product’s EAN code
‘PriceNet’ – the product’s net price
‘Quantity’ – the quantity of the product
‘Unit’ – the unit of the product
‘VAT’ – the extent of the VAT
‘FolderName’ – the name of the folder in MiniCRM to which the products have to be added
If you have added every required data regarding an order, the ‘Project’ can be closed and you can continue to work on the next one. By using XML sync, you can even update millions of cards.