integrations in centra hub crm

Third Party Integration

Server URL

Enter the server URL of ERL tool for integrating.

Company code

Select the company code from the drop-down list.

Date format

Set the date format as dd/mm/yyyy, mm/dd/yyyy or yyyy/mm/dd.

Login Info

Select the radio button whether to login with same CRM login credentials or with your own user id and password.

  • 7. Click on Test setting for testing whether tool is integrated or not.
  • 8. Click on Save after the integration is completed.

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field-description

Field Description for the New Mapping:

setup integration mapping
  • Mapping Definition: To map the CRM fields with ERP fields.
Streamline

Select the streamline of the module from the drop-down list.

ERP module

Select the module of ERP tool to integrate with the CRM Module.

Mapper Name & Event type

Mapper name and event name are automatically displayed.

Search by

Select the search by name or code depending on your requirement.(Search by used for searching the records based on their name or code)

Parent type

Select the parent type for the module.

Assigned to

Select the user from the drop-down list to whom it is assigned.

Filter

To add filters depending on your requirement.

  • Field Mapping: Maps the ERP fields with the fields in the CRM.Click on the + option for mapping the header and body field of ERP with CRM.
setup third party integration mapping fields
Field

Select the field of CRM module to integrate with ERP.

Tag

Tag the field for the module and select the field.

Parent Name

Select the parent field of the module.

Type

Type of the streamline ERP module can be streamline or default.

Field

Select the field to which the ERP module is integrated with CRM.

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