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Integrations

CRM Integrations​

The Integrations module allows users to connect and manage third-party applications and APIs with the ERP system. This feature enables seamless data synchronization and workflow automation across platforms such as Google, Facebook, WhatsApp, MyOperator, and IndiaMART.

Managing Integrations​

  1. Click the Integrations menu to view the list of available modules that can be integrated with the ERP system.
CRM - integrations
  1. To configure API connections, click the “API Setup Now” button. This will open a page displaying the list of available APIs.
CRM - Integration API
  1. To add a new API, click the “Add API Details” button located at the top-right corner of the page.
CRM - Add API Details

  1. A form will open to enter the API details. Fill in the required fields such as API name, endpoint, key, and authentication details, then save the form.

  2. Upon successful saving, a success message will appear on the screen.

  3. If there is an error while saving, an error message will be displayed.

  4. In addition to APIs, users can also set up and manage integrations for popular tools like Google, Facebook, WhatsApp, MyOperator, and IndiaMART to streamline communication, marketing, and operational activities.