{"id":12046,"date":"2025-06-06T05:33:56","date_gmt":"2025-06-06T05:33:56","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=12046"},"modified":"2026-08-12T04:52:02","modified_gmt":"2026-08-12T04:52:02","slug":"how-to-enable-crm-integration-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-enable-crm-integration-in-adempiere-retail\/","title":{"rendered":"How to enable CRM Integration in ADempiere Retail"},"content":{"rendered":"\n

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

User Access<\/strong><\/h2>\n\n\n\n

Who Can Access<\/strong><\/h3>\n\n\n\n
    \n
  • Admin<\/li>\n\n\n\n
  • Cashier<\/li>\n\n\n\n
  • Manager<\/li>\n\n\n\n
  • Back office<\/li>\n<\/ul>\n\n\n\n

    What User Can Do<\/strong><\/h3>\n\n\n\n
      \n
    • Sync customer master data<\/strong> (name, phone, email, etc.)<\/li>\n\n\n\n
    • Automatically update customer info<\/strong> from CRM<\/li>\n\n\n\n
    • Pull customer details like loyalty points, last visit, or tier<\/strong><\/li>\n\n\n\n
    • Send customer activities (purchase, feedback) to CRM<\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • Get API access<\/strong> or credentials from the CRM provider<\/li>\n\n\n\n
      • Ensure internet access<\/strong> to CRM server or cloud API<\/li>\n\n\n\n
      • Map fields between your system and CRM (e.g., phone \u2192 mobile)<\/li>\n\n\n\n
      • Set up sync intervals (e.g., real-time, hourly, daily)<\/li>\n\n\n\n
      • Test the connection in UAT or staging environment<\/strong><\/li>\n\n\n\n
      • Confirm data privacy and user permission policies<\/strong><\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • Only active and valid customers<\/strong> should be synced<\/li>\n\n\n\n
        • Mobile\/email from CRM should replace local data only if newer<\/strong><\/li>\n\n\n\n
        • All syncs must be logged with timestamp and status<\/strong><\/li>\n\n\n\n
        • System must handle CRM downtime or API failure<\/strong> gracefully<\/li>\n<\/ul>\n\n\n\n

          User Interface<\/strong><\/h2>\n\n\n\n

          STEP 1:<\/strong> Click Branch Screen Button.<\/p>\n\n\n\n

          \n
          \"TenthPlanet<\/figure>\n<\/figure>\n\n\n\n

          STEP 2:<\/strong> Choose Organization Customer Location.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          STEP 3:<\/strong> Click Organization Info Tab.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          STEP 4:<\/strong> Click POS Info Tab.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          STEP 5:<\/strong> Click Check the Box Enable CRM Integration.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          STEP 6: <\/strong>Click Save Button.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n","protected":false},"excerpt":{"rendered":"

          CRM Integration means connecting your system with a Customer Relationship Management (CRM) platform so customer data, interactions, and updates can […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,84,31],"tags":[],"class_list":["post-12046","post","type-post","status-publish","format-standard","hentry","category-jaldi-super-store","category-adempiere-master","category-jaldi-life-style"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12046","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=12046"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12046\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=12046"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=12046"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=12046"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}