CRM-service provides several integration methods. Integration can be automatized by using Web Service APIs or the data can be transferred through CSV and Excel files. Users can import CSV and Excel files using easy-to-use importing interfaces. Multiple generic integrations are provided to main accounting companies located in Finland.
The Web Service APIs provide online access to your CRM data. CRM-service includes the SOAP and REST-based inbound Web Service APIs.
The Web Services APIs allow integration between CRM-service and third party applications. You can have your own back-end systems to communicate with the CRM in real time. You can search, create and update entities in different modules. Inbound Web Service APIs, secure real time integration, different API keys for different web services are included features. The API keys are managed in admin settings by the CRM’s admin users.
Online Replication Tool
This really simple-to-use CRM Online Replication Tool enables collecting data from CRM-service to your own local server. The user-friendly graphical interface makes it easy to set up.
The tool is designed to be used by companies who are obligated to save their data locally by the law or to be used in data warehouse purposes.
- Set synchronization time frame to e.g. one minute
- Select CRM-service modules and fields to synchronize
- Save data in SQL, XML and CSV formats
- Set email alerts for error reporting and tracking
Outlook and Google Calendar
Use CRM-service Outlook Add-in to automate synchronization between CRM and Outlook. You can synchronize emails, attachments, tasks and appointments. The add-in also enables the use CRM fields in Outlook for example to make email categorizations.
- Synchronize emails with CRM-service
- Use custom fields in email segmentation
- Appointments directly from Outlook to CRM
- Can be used together with Exchange integration
Google Calendar can easily be activated by users in their own settings.
Other features that might interest you
Tools for efficient and fun customer management. Imagine the new possibilities having all the data managed in one system.
CRM-service can be used from enterprise level companies to small businesses. You can manage millions of data records with a lightning-fast performance.
Our security model focuses in all aspects of the field including physical, data transfer, application and backup security.