{"id":12079,"date":"2025-06-06T05:43:26","date_gmt":"2025-06-06T05:43:26","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=12079"},"modified":"2026-08-24T09:28:42","modified_gmt":"2026-08-24T09:28:42","slug":"how-to-do-crm-api-setup-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-do-crm-api-setup-in-adempiere-retail\/","title":{"rendered":"How to do CRM API Setup in Adempiere Retail"},"content":{"rendered":"\n

CRM API Setup<\/strong> refers to configuring your system to connect and exchange data with a Customer Relationship Management (CRM) system<\/strong> using APIs. This integration helps sync customer data, customer points, points redemption<\/strong> between systems in real-time or scheduled intervals.<\/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
    • Configure API URL, authentication keys or tokens<\/strong><\/li>\n\n\n\n
    • Sync customer details<\/strong> from POS\/ERP to CRM<\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • Get CRM API credentials (base URL, token, client ID\/secret)<\/li>\n\n\n\n
      • Finalize data fields to be synced<\/strong> (name, mobile, email, etc.)<\/li>\n\n\n\n
      • Confirm CRM\u2019s API documentation and data format requirements<\/strong><\/li>\n\n\n\n
      • Ensure the system has internet access and open firewall rules<\/strong><\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • API connection must be authenticated and secure (e.g., token-based)<\/strong><\/li>\n\n\n\n
        • Duplicate entries should be avoided by checking mobile\/email<\/strong><\/li>\n\n\n\n
        • Only active customers<\/strong> or updated records should be pushed<\/li>\n\n\n\n
        • All sync activities must be logged with timestamps and status<\/strong><\/li>\n\n\n\n
        • Data integrity should be maintained during bi-directional sync<\/li>\n<\/ul>\n\n\n\n

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

          Step 1 : <\/strong><\/strong><\/strong>Select \u2018Branch<\/strong>\u2019<\/strong> <\/strong>in Menu Branch Configuration -> Branch<\/strong> <\/strong><\/strong>or Search Branch<\/strong> <\/strong><\/strong>in Lookup.<\/p>\n\n\n\n

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

          Step 2 : <\/strong>Select Organization.<\/p>\n\n\n\n

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

          Step 3 : <\/strong>Click CRM API Config<\/strong> Tab and Click New<\/strong> Button.<\/p>\n\n\n\n

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

          Step 4 : <\/strong>Enter Below Credentials for CRM API Config<\/p>\n\n\n\n

            \n
          • CRM URL<\/li>\n\n\n\n
          • User Name<\/li>\n\n\n\n
          • Password<\/li>\n<\/ul>\n\n\n\n
            \"TenthPlanet<\/figure>\n\n\n\n

            Step 5 : <\/strong>Click to Save the Record.<\/p>\n\n\n\n

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

            CRM API Setup refers to configuring your system to connect and exchange data with a Customer Relationship Management (CRM) system […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,96,31],"tags":[],"class_list":["post-12079","post","type-post","status-publish","format-standard","hentry","category-jaldi-super-store","category-idempiere-old","category-jaldi-life-style"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12079","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=12079"}],"version-history":[{"count":3,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12079\/revisions"}],"predecessor-version":[{"id":28447,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12079\/revisions\/28447"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=12079"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=12079"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=12079"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}