Integration with efficy Enterprise CRM

[HamidP]

Hello,

I have some difficulties to understand how to configure the 3CX with a custom CRM. In my case with efficy Enterprise.
Most of explanations pointing to the guideline: https://www.3cx.com/docs/crm-integration

While following the process of 3CX CRM Template Wizard there is no way to integrate custom headers. Most posts in forum mentioning the xml file.
I understood that this one is generated by 3CX CRM Template Wizard. Do you have a proper documentation on XML tags to use and their descriptions ?

Efficy Enterprise CRM do not have a standard REST API. It has an JSON RPC API which is different from REST API's.
Ex of request body:

[
    {
        "@name": "consult",
        "entity": "Cont",
        "key": 286,
        "@func": [
            {"@name": "master", "tableview":0, "includeblobcontent": true}
        ]
    }
]

Response body:

[
    {
        "@name": "consult",
        "entity": "Cont",
        "key": 286,
        "@func": [
            {
                "@name": "master",
                "tableview": 0,
                "includeblobcontent": true,
                "#result": {
                    "#class": "dataset",
                    "#data": [
                        {
                            "K_CONTACT": 286,
                            "NAME": "Doe",
                            ...
                            "PICTURE": "..."
                        }
                    ]
                },
                "#handled": true
            }
        ],
        "consulthandle": "24",
        "#handled": true
    }
]

The authentication is made through custom headers. There is also a cookie session that is return on first call and it is recommended to reuse the cookie session to not open each time a new one.
More details: https://help.efficy.io/edn/projectguides/remote_apis

How could I implement it to the template wizard or XML ?
If you have a proper documentation on defining the XML tags I think it would be easier than going through the Template Wizard.

Kr,
Hamid

 

[edossantos_sipcaller]

Hello Hamid,

In my case I prefer editing the XML directly, but that's just my preference. You can also do the edition from the tool. The XML documentation is here:
https://www.3cx.com/docs/crm-template-xml-description/

Maybe the tool is a good starting point to build the structure, and then you can continue with a text editor manually adjusting the XML. You will find that the existing CRM templates provided by 3CX are very useful because they show how you do different things.

 

[HamidP]

Thank you Ernesto! I'll have a look.