How to enable CRM Integration in ADempiere Retail

CRM Integration means connecting your system with a Customer Relationship Management (CRM) platform so customer data, interactions, and updates can flow between both systems in real-time.

User Access

Who Can Access

• Admin
• Cashier
• Manager
• Back office

What User Can Do

• Sync customer master data (name, phone, email, etc.)
• Automatically update customer info from CRM
• Pull customer details like loyalty points, last visit, or tier
• Send customer activities (purchase, feedback) to CRM

Pre-Requisite Activities

• Get API access or credentials from the CRM provider
• Ensure internet access to CRM server or cloud API
• Map fields between your system and CRM (e.g., phone → mobile)
• Set up sync intervals (e.g., real-time, hourly, daily)
• Test the connection in UAT or staging environment
• Confirm data privacy and user permission policies

Business Rules

• Only active and valid customers should be synced
• Mobile/email from CRM should replace local data only if newer
• All syncs must be logged with timestamp and status
• System must handle CRM downtime or API failure gracefully

User Interface

STEP 1: Click Branch Screen Button.

STEP 2: Choose Organization Customer Location.

STEP 3: Click Organization Info Tab.

STEP 4: Click POS Info Tab.

STEP 5: Click Check the Box Enable CRM Integration.

STEP 6: Click Save Button.