Accpac CRM - any API?

[JoeAtWork]

I've got a client that wants to upload some direct marketing results to their CRM database. Is there any API for the CRM?

I've been poking into the database (MS SQL Server) and it actually doesn't look too complicated. I'm thinking I could insert directly into the Communication table.

But if there's a better way please let me know.

AccPac CRM Version 5.7
MS SQL Server

 

[goner]

There is actually a really nice API for it. As you've noticed, the database structure is really nice

If you plan to put stuff right into the communication table, you'll want to make sure the comm_link table is updated with the linkages between those communication items and the person/company/opportunity/case records, as appropriate..

You'll find a stored procedure for generating a new record number for your new communication and comm_link records and you should incorporate calls to it in your import routine... I forget it's name, but it's pretty obvious if you look at the list of stored procedures in the CRM database. You pass it the table you want a new key number for and it gives it back to you.

Feel free to contact me if you think you or the client might like to have me help out with this. It's not super difficult, but it could also be a bit of a learning curve if you haven't fooled with it before. I'm sure I could knock out a little script for you pretty readily.

Doug Castell
Castell Computers
(310)601-4738

http://www.castellcomputers.com

 

[JoeAtWork]

Thanks for the reply.

I had already found the stored proc that gets the next ID (crm_next_id) from the SQL_Identity table, and which ID to use for the Communication table.

I was wondering about the Comm_Link table, I could see it was adding a record for every Communication I added. One thing that puzzled me is sometimes it populated the CmLi_Comm_LeadID field, but sometimes left it blank. I would like to know under what circumstances it would populate that field.

Is there a COM API, and if so what is the library I would reference in Visual Basic?

 

[goner]

well, if the communication is linked to a LEAD, then it gets a leadid populated.. In some cases it's simply linked to a person or just a company or.. etc. Maybe it was getting a leadid when you linked a communication to a person who started life as a lead and was still linked to the lead record..

As for a COM api to use in VB, it's not quite like that... If your customer has the EIS (Enterprise Integration Server) portion of the product, you should see about getting a peek at the 5.7 Developers Guide.PDF. It should clarify things a bit.

Doug Castell
Castell Computers
(310)601-4738

http://www.castellcomputers.com