Integration to C5

Integration to Microsoft C5

What is it?

The C5 integration is a module for customers with a license to run both ChannelCRM and the ERP system C5 from Microsoft Corp. The integration module connects the data oif the two systems so that they can exchange information about companies (debtors) and their economic transactions.

What Is It Used For?

The C5 integration is used for several things:

•	To import customer information from C5 to ChannelCRM

•	To update customer information from C5 C5 to ChannelCRM

•	To maintain consistency between the company records in the two systems - syncronizing C5-debtors with CRM-customers

•	To give the CRM users access to the buying history of the customers using a folder on the company window with C5 invoice data

•	To create better insight and to facilitate up sell and cross sell based on analytic reports in the CRM system based on C5 data

How Do I Do It?

Setup

The integrationen is activated by a special license key that you can obtain from ChannelCRM. The license key is activated by you CRM Administrator in the Administartion Menu.

Once activated, the C5 integration may be setup by a user with Sales Management Level under the menu Sales Management | C5 administration.

In the Setup folder, please fill in the following data:

•	Folder location: the path to the folder in which the C5 data is placed

•	Invoice header file: the name of the csv file containing invoice headers

•	Invoice line file: the name of the csv file containing invoice line data

For a detailed file description please look here.

I the same dialogue, folder Actions you now have 2 options: Synchronize and Reload all Invoices.

The transfer of data is usually very fast, but if you have large amounts of data it might be a good idea to adjust the files to only contain data from say the last month. The system will make sure not to create duplicates.

Customer LookUp - Buying History

On the company window under the folder C5 you will find the invoices and invoice lines, that has been synchronized from C5. The folder is not a realtime shot of the data in C5 and as such it doesn't starin your C5 installation or C5 license for that matter. The information is entered into the CRM system when Sales Management runs the synchronization.

Reporting and Generating Campaigns

It is easy to use the report engine to create the dynamic lists of the ChannelCRM system, also on the C5 data. For instance you may quickly creat Der kan dannes de sædvanlige dynamiske lister også på C5 data.
In the report designer there are 3 templates for C5 data reports. You can use these reports as templates for more advanced reporting or use them as is:

Here is a list of all invoices from C5. The list has been filtered to show all companies that has made transactions of more than 5000 - after february 1 2005.

After selecting the companies in the list and right click, the companies can be added to a campaign.

Here we have chosen to place the companies in a campaign called ”Mersalg” which is Danish for UpSale. In other words you can easily create marketing campaigns based on buying history.

Tech Notes

The transfer of data from C5 to ChannelCRM takes place using data files. Therefore you have to setup C5 to generate the necessary files, either as manual export from C5 or as a scheduled job.

There are three files involved:

InvoiceHeaders

Data from this file has to end up in a table like the one shown below. The datafile must therefore contain enough information to make the selection meaningfull, eventhough not all information is mandatory

The field InvoiceID must be filled out and must be unique.

InvoiceLines

Data fra this file must end up in the table below. InvoiceId must match InvoiceId in the corresponding i den InvoiceHeader and InvoiceId in combination with InvoiceLineId must be unique.

You don't have to use the same column headings (or any column headings for that matter) in the datafiles from C5. Instead we use a standard Microsoft schema-specification which must be called Schema.ini. An example is shown below. This file must be i the same folder as the data files.

Schema.ini

[Faktura.csv]

DecimalSymbol=.

Format=Delimited(;)

DateTimeFormat=yyyy/MM/dd

Col1=InvoiceId Integer

Col2=Attention Text Width 100

Col3=Currency Text Width 50

Col4=Date DateTime

Col5=DebtorId Text Width 50

Col6=DebtorName Text Width 80

Col7=DueDate DateTime

Col8=IsVatIncluded Bit

Col9=NetAmount Currency

Col10=VatAmount Currency

Col11=OurReference Text Width 100

Col12=YourReference Text Width 100

[FakLin.csv]

DecimalSymbol=.

Format=Delimited(;)

DateTimeFormat=yyyy/MM/dd

Col1=InvoiceId Integer

Col2=InvoiceLineId Integer

Col3=DeliveryDate DateTime

Col4=ProductId Text Width 50

Col5=ProductGroup Text Width 50

Col6=Description Text Width 100

Col7=Quantity Decimal

Col8=UnitGrossPrice Currency

Col9=DiscountAsPercent Decimal

Col10=TotalNetAmount Currency

Col11=UnitName Text Width 50

Col12=UnitCostPrice Currency

Page url: http://www.channelcrm.net/us/index.html?net_integration_c5.htm