Sales process via Bluesnap or via any other online service

šŸ’¬ General Discussion
1

My sales process go through online services. I can fetch sales data via API. My goal is to import the data into SuiteCRM. Who can help me with this exercise?
I need to manage purchases under Products/Accounts w/o Quotes. Actually I do very little amount of quotes since most of the sales are online.

Any ideas?

2

You donā€™t have to use Quotes if you donā€™t need it.

When you say ā€œimport form APIā€, do you mean a one-time import, a regular import (say, daily or weekly), or an online integration (create in SuiteCRM immediately when sale occurs)?

3
  1. I mean online integration
  2. How can I have purchases under Product w/o creating Quote?
4

  1. Youā€™ll have to call SuiteCRMā€™s API from the other system. When they make a sale, they call into our API to let us know. If you need integration in the other direction, from SuiteCRM to the other system, a different architecture applies.

  2. You need some entity between Products and Accounts. I see several alternative approaches

  • just use Quotes. Simplify whatever you donā€™t need. For example, you could make a Quote automatically go to ā€˜Closed Acceptedā€™ as soon as it is created.
  • create a new Accounts/Products relationship, with some relationship fields for Quantity, price, etc. This will require custom PHP coding
  • create an entirely new module that sits between Accounts and Products, and holds sales information and syncs with your other system. This would effectively replace Quotes.

Almost always, in SuiteCRM, going with what is already there (Quotes!) is the best. What exactly do you want to avoid about Quotes?

5

@pgr, thank you for your prompt response. Since SuiteCRM has API it looks like we are good.
Is there someone who can take that project and do the job for me?

6

I work for SalesAgility who are the maintainers of SuiteCRM. Our business is precisely to work on migrations, customizations and integrations for SuiteCRM.

Do you want me to ask one of my colleagues to contact you about getting a quote for your project, using your registration email here from the Forums?