Step -1 : Set ERP Config
- This is the basic configuration page, where in we choose the basic details or triggers and criteria on which the ERP will work.
- You can choose the college name and form name for which you want to configure the ERP.
- You can also choose the trigger based on which the data should start flowing in the vendor ERP system.
- Also, you can choose whether you want to glow lead level or application level data. Not selecting any form will enable lead level data flow to the corresponding ERP system.
Step -2 : Set ERP Template
- As an industry standard, the data points between any two systems are sent and received in the JSON format.
- After discussing with the client, we confirm the data points that are necessary to send the data and successfully receive across both systems and then configure using tokens in the template configuration.
- Usually, the sample JSON is shared by client on the data points that they want to receive at their end.
- Upon clicking ‘Validate JSON’ option, the system checks if there are any syntax errors before configuring the same to send the data
Step -3 : Set ERP Conditions
- There are multiple conditions which become mandatory while transferring data from one ERP system to the other, such
- For Eg: If the vendor needs any other value as country code instead of dial code, we can configure the same in replace ‘Value field configurations’
Step -4 : ERP Request & Response
- Here all the necessary end-points are configured in order to enable data push
- Single step is for Single API authentication (which is used for majority integrations) and Two step is where an access token needs to be generated every time for a data push
- You can select the request method, Type of Post (GET?POST) and other necessary details
- File upload configuration, enables to send documents such as photograph, signature etc through multiple channels
- Direct URL
The details for sharing the files via any of the options discussed above are usually shared by the client itself.
Step -5 : Preview & Test Hit
After all the necessary configurations, we need to check if the data is getting pushed successfully or not. For this, we have step 5 where we can send a test hit on the client system and check if we are receiving a successful response from the client’s end.
If a lead/application exists within the system, where the trigger and form details condition are satisfied, upon clicking the test hit option, it sends the data directly to the vendor system and fetches response of success or failure, with which twe can understand if the data push is working successfully or not.
Once the configuration is setup and active, the data flow begins. You can check the data flow and the success and failed cases in API/Integration Logs