CRM2GP OrderFlow Details
CRM2GP OrderFlow composition:
- Staging database
- Listener webservice
- Pull module (from CRM to Staging)
- Push module (from Staging to GP)
- Interactive Dashboard to see and resolve issues
- (Optional) AlwaysUp scheduling software
How It Works
Order PULL from CRM:
- Completed orders (marked as shipped) in your source CRM are copied into the staging database
- Dashboard offers a view of any orders held up in the pull process
- Through the dashboard the user chooses to ignore problem orders, pull them though with override or to re-pull as necessary
How It Works
Order PUSH into GP:
- Orders in the staging database are copied into the correct GP company database using a mapping from country and warehouse
- Dashboard offers a view of any orders held up in the push process
- Through the dashboard the user can retry the push on orders as necessary
Details
CRM2GP OrderFlow Technical Details
- Underlying staging database is SQL Server and can reside on your same server as Dynamics GP or live in the cloud. This is hosted by your company, not nCompass.
- Listener webservice
- Pull module - Software to poll your source CRM and copy orders and associated customers to Staging database. Written in C#. This software validates and massages the data to glide smoothly into GP.
- Push module - Software to push staged orders into the proper Dynamics GP company database in batches. Written in C#. This software utilizes MS Dynamics eConnect to preserve the data integrity and business rules established by your company for GP.
- Interactive Dashboard to see and resolve issues. API and UI to users to see and interact with the data as it moves between CRM and GP systems.
- (Optional) AlwaysUp scheduling software. This is software that runs on the server and operates like a unix cron job to keep the regularity of the schedules for pull and push.
