Helios Green Integration can be used for contact and account integration with Daktela.
In Daktela, go to Manage → Integrations and click Configure under Helios Green.
How to get authorisation data
Select into which CRM Database you want to synchronise your data.
|
Filed |
Description |
|---|---|
|
CRM Record type |
If integration allows for sync of orders, you can select crm record type that for the imported orders here. |
|
Rights |
Enter a database name. |
|
Username |
Enter a user login name. |
|
Password |
Enter a user login password. |
|
InstanceURI |
URL of yours servicegate e.g. "https://open.helios.eu/DemoA1/servicegate.asmx" |
|
Contacts Folder Id |
Folder Id of your template for contacts. |
|
Contacts Template Number |
A number of your template for contacts. |
|
Accounts Folder Id |
Folder Id of your template for contacts. |
|
Accounts Template Number |
Number of your template for contacts |
|
Name Column |
Key sensitive alias of column containing unique identifier of your contacts/accounts in their respective templates. Leave empty to use default settings name. |
|
Title Column |
Key sensitive alias of column containing title value (company name/contacts full name) of your contacts/accounts in their respective templates. Leave empty to use default settings title. |
|
Account Column |
Key sensitive alias of column in your contacts template which contains unique identifier of related account. Leave empty to use default settings account. |
|
Contacts sync flag update function Id |
Key sensitive alias of dateTime column containing information when was your contact/account last time updated. Leave empty to use default settings updated. |
|
Accounts sync flag update function Id |
Key sensitive alias of dateTime column containing information when was your contact/account last time updated. Leave empty to use default settings updated. |