Helios Green Integration¶
Helios Green Integration can be used for contact and account integration with Daktela. In Daktela, go to Manage โ Integrations and click Configure under Helios Green.
How to get authorisation data¶
Select into whichCRM 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. |