Cloud Services

Office 365 / Exchange Server Sync

Microsoft Exchange Server synchornization is the most efficient method of synchronizing CRM Contacts, Calls and Meetings with Exchange Server.

Field Description
Ignore Certificate Exchange Web Services can still operate with invalid certificates, but this must be checked in order for the API to allow it.
Impersonated Type The API allows a single user to impersonate other users. If impersonation is disabled, then the CRM will use the SMTP credentials when authenticating with Exchange Server. (Principal Name, SMTP Address, No Impersonation)
Inbox Root Folder When Inbox Root Folder is checked, the SplendidCRM drop folder is placed under the Inbox folder instead of the message root.
Password The password for the Exchange user.
Push Frequency (minutes) The Push Frequency is the frequency in which Exchange will sent events.
Push Notification URL The Push Notification URL is the external URL that is provided to Exchange Server.
Enable Push Notifications The Enable Push Notifications turns on push notifications. This allows Exchange Server to send events directly to the CRM as-the-occur. This is the most efficient way to synchronize with Exchange Server, but Exchange Server must be able to reach the CRM URL.
Sent Items Root Folder When Sent Items Root Folder is checked, drop folders are placed under Sent Items.
Sent Items Sync When Sent Items Sync is checked, emails sent will be archived if the Sent To email addres exists in the CRM.
Server URL The URL to the Exchange Server - Exchange Web Services file. It typically looks like https://company.com/EWS/Exchange.asmx.
User Name The Exchange user with sufficient access to login to Exchange and register for notifications. Of impersonation is being used, then this user must have sufficient access for each user to be impersonated.

QuickBooks Sync

QuickBooks® synchronization is used to ensure that the CRM and QuickBooks have the same information. Synchronziation can be bi-directional or in a single direction.

We generally recommend QuickBooks online as there are no external requirements. QuickBooks Desktop (Pro/Premium/Enterprise) requires a third-party library from RSSBus and it requires that you have QuickBooks Desktop always running on a workstation.

Field Description
Enabled Flag to enable or disable synchronization.
Verbose Status When checked, verbose messages are logged with each event.
QuickBooks App SplendidCRM supports synchronization with QuickBooks Desktop and QuickBooks Online.
Direction The direction of synchronization. (bi-directional, to crm only, from crm only)
Conflict Resolution The winning location when a conflict is encountered. (remote, local)
Sync Quotes to Estimates Flag to synchronize Quotes to QuickBooks Estimates.
Sync Orders to Sales Orders Flag to synchronize Orders to QuickBooks Sales Orders. This feature only applies to QuickBooks Desktop as QuickBooks Online does not have a Sales Orders module at this time.
Sync Invoices to Invoices Flag to synchronize Invoices to QuickBooks Invoices.
Sync Payments to Payments Flag to synchronize Payments to QuickBooks Payments.
Payments Deposit Account In order to create a QuickBooks payment record, a deposit account will need to be provided. Specify the payment account name.
Sync Refund Payments to Credit Memos Flag to synchronize refunds to QuickBooks Credit Memos. SplendidCRM supports positive and negative payments, but QuickBooks uses a separate module called Credit Memos for refunds.

The following fields are use to authenticate with QuickBooks Online. Most of the fields are populated automatically using the Authorize button. The Reconnect button is rarely used. An Access Token lasts for 180 days and can only be renewed 30-days before it expires. The CRM will automatically renew the token 15 days before it expires, but you can renew it manually. The Reconnect button is really only used by developers.

Field Description
Company ID The company ID comes from the QuickBooks Online Your Account page.
Country Code This is an optional field that is only used for non-US services.
OAuth Client ID This value comes from the QuickBooks Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.
OAuth Access Token This value is populated when you click the Authorize button.
OAuth Client Secret This value comes from the QuickBooks Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.
OAuth Access Token Secret This value is populated when you click the Authorize button.
OAuth Verifier This value is populated when you click the Authorize button.
OAuth Access Token Expires This value is populated when you click the Authorize button.

In order to sync with QuickBooks Desktop, you install RSSBus ADO.NET Data Provider for QuickBooks on the computer running QuickBooks.

Field Description
Remote User Specify the user name.
Remote URL Specify a URL to the workstation.
Remote Password Specify the password.
Remote App Name Specify app name as defined in the RSSBus utility.

The QuickBooks Settings detail view provides information on records that need to be synchronized. You can manually sync each module and you can view records currently in QuickBooks. The app typically displays records that need to be synchronized, but you can toggle the display of records that are already synchronized. All of this information is provided to ensure the integrity of the synchronization process.

Asterisk

Asterisk® is an open-source IP PBX. Outgoing Calls can be initiated from the CRM and Incoming Calls are monitored and a real-time popup is sent to the web browser.

The Asterisk Manager service connection information is necessary for the CRM to connect to the PBX and register for call events.

Field Description
Context The Asterisk context that is used for outgoing calls.
Trunk The trunk name.
Port The port to use for the Asterisk Manager service, typically 5038.
Server The host server for the Asterisk Manager service.
Log call details Logging Call Data Records can help with billing.
Log missed incoming calls The flag to check when you want to log missed incoming calls.
Log missed outgoing calls The flag to check when you want to log missed outgoing calls.
Password The password for the Asterisk Manager service.
User Name The user name for the Asterisk Manager service.

Asterisk Call Data Records can be logged in the CRM for billing purposes.

PayPal

PayPal® Merchant Services allow you to process credit card transactions.

Field Description
Certificate The Certificate for the PayPal service.
API Password The password for the PayPal service.
Private Key The Private Key for the PayPal service.
Sandbox Check to use the sanbox instead of the live service.

PayPal Transactions

PayPal Transactions is a place where you can search for and import existing PayPal transactions. When a transaction is imported, an Account and a Payment record will be created if either does not already exist.

PayTrace

PayTrace® is a credit card processing service that will allow transactions to be processed at Level II and Level III transaction rates. You will need to contact the support staff at PayTrace to setup an account and obtain a username and password.

When using the PayTrace service, the CRM does not store credit card numbers in the CRM. Instead, a unique PayTrace ID is stored in place of the credit card number.

Field Description
Enabled When PayTrace is enabled, no other Payment Gateways will be used.
Username The user name for the PayTrace service.
Password The password for the PayTrace service.

PayTrace Transactions

PayTrace Transactions is a place where you can search for and import existing PayTrace transactions. When a transaction is imported, an Account and a Credit Card record will be created if either does not already exist.

ConstantContact Sync

ConstantContact® synchronization is used to ensure that the CRM and ConstantContact have the same information. Synchronziation can be bi-directional or in a single direction.

Key and Secret are specified manually, but the Access Token is populated using the Authorization process. The Access Token never expires.

Field Description
Enabled Flag to enable or disable synchronization.
Verbose Status When checked, verbose messages are logged with each event.
ConstantContact Key This value comes from the ConstantContact Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.
ConstantContact Secret This value comes from the ConstantContact Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.
ConstantContact Access Token The access token is populated using the authorization process.
Direction The direction of synchronization. (bi-directional, to crm only, from crm only)
Conflict Resolution The winning location when a conflict is encountered. (remote, local)
Sync Modules The CRM can synchronize Leads to ConstantContact Contacts or Contacts and Accounts to ConstantContact Contacts and Companies.

HubSpot Sync

HubSpot® synchronization is used to ensure that the CRM and HubSpot have the same information. Synchronziation can be bi-directional or in a single direction.

PortalID, ClientID and Secret Key are specified manually, but the token fields are populated using the Authorization process. The Refresh Token button is rarely used, but is helpful when testing. The CRM will automatically refresh the token as necessary.

Field Description
Enabled Flag to enable or disable synchronization.
Verbose Status When checked, verbose messages are logged with each event.
HubSpot PortalID The Portal ID comes from the HubSpot web site. It can be found in the upper right corner of the page.
HubSpot ClientID This value comes from the HubSpot Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.
HubSpot Access Token This value is populated when you click the Authorize button.
HubSpot Secret Key This value comes from the HubSpot Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.
HubSpot Refresh Token This value is populated when you click the Authorize button.
OAuth Access Token Expires This value is populated when you click the Authorize button.
Direction The direction of synchronization. (bi-directional, to crm only, from crm only)
Conflict Resolution The winning location when a conflict is encountered. (remote, local)
Sync Modules The CRM can synchronize Leads to HubSpot Contacts or Contacts and Accounts to HubSpot Contacts and Companies.

iContact Sync

iContact® synchronization is used to ensure that the CRM and iContact have the same information. Synchronziation is only in a single direction, from the CRM to iContact.

PortalID, ClientID and Secret Key are specified manually, but the token fields are populated using the Authorization process. The Refresh Token button is rarely used, but is helpful when testing. The CRM will automatically refresh the token as necessary.

Field Description
Enabled Flag to enable or disable synchronization.
Verbose Status When checked, verbose messages are logged with each event.
App ID This value comes from the iContact Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.
API Username This is the Username used to connect.
API Password This is the password.
iContact Secret Key This value comes from the iContact Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.
iContact Account ID Use the Get Account button to get the Account ID.
iContact Client Folder ID From the Account ID, we get the default Client Folder ID. You can specify a different one.
Direction The direction of synchronization. (bi-directional, to crm only, from crm only)
Conflict Resolution The winning location when a conflict is encountered. (remote, local)
Sync Modules The CRM can synchronize Leads to iContact Contacts or Contacts and Accounts to iContact Contacts and Companies.

Marketo Sync

Marketo® synchronization is used to ensure that the CRM and Marketo have the same information. Synchronziation can be bi-directional or in a single direction.

PortalID, ClientID and Secret Key are specified manually, but the token fields are populated using the Authorization process. The Refresh Token button is rarely used, but is helpful when testing. The CRM will automatically refresh the token as necessary.

Field Description
Enabled Flag to enable or disable synchronization.
Verbose Status When checked, verbose messages are logged with each event.
Marketo Endpoint URL The Endpoint URL comes from the Marketo Admin page. You will find it under Integration / Web Services / REST API.
Marketo Identity URL The Identity URL comes from the Marketo Admin page. You will find it under Integration / Web Services / REST API.
Marketo ClientID The ClientID comes from the Marketo Admin page. You will need to create an API user and then a custom service under LaunchPoint.
Marketo Access Token This value is populated when you click the Authorize button.
Marketo Secret Key The Secret Key comes from the Marketo Admin page. You will need to create an API user and then a custom service under LaunchPoint.
Marketo Scope This value is populated when you click the Authorize button.
OAuth Access Token Expires This value is populated when you click the Authorize button.
Direction The direction of synchronization. (bi-directional, to crm only, from crm only)
Conflict Resolution The winning location when a conflict is encountered. (remote, local)
Sync Modules The CRM can synchronize Leads to Marketo Leads or Contacts to Marketo Leads.

facebook

In order to use facebook® authentication or to allow the import of facebook friends, you will need to create a facebook applicaton. Once a facebook application has been created, you can provide the AppID and the Secret key below.

For instructions on how to create a facebook application, please follow the Tutorial on the facebook site.

Field Description
facebook AppID The API Key for the facebook service.
facebook Secret Key The Secret Key for the facebook service.
Enable CRM Login Facebook can be used to login to the CRM.
Enable Portal Login Facebook can be used for potal users to login.

LinkedIn

In order to allow the import of LinkedIn® connections, you will need to create a LinkedIn applicaton. Once a LinkedIn application has been created, you can provide the API Key and the Secret Key below.

For instructions on how to create a LinkedIn application, please follow Step 1 of the Getting Started document on the LinkedIn site. You will be directed to https://www.linkedin.com/secure/developer to create an API key. You can skip the remaining steps as SplendidCRM only requires the API keys.

Field Description
LinkedIn API Key The API Key for the LinkedIn service.
LinkedIn Secret Key The Secret Key for the LinkedIn service.

Twitter

In order to allow the import of Twitter® followers, you will need to create a Twitter applicaton. Once a Twitter application has been created, you can provide the Consumer Key and the Secret Key below.

In order to track tweets, you will need to provide an Access Token and the Access Token Secret.

You can create the Twitter application at https://dev.twitter.com/apps/new.

Field Description
Twitter Consumer Key The Consumer Key for the Twitter service.
Twitter Consumer Secret The Consumer Secret for the Twitter service.
Twitter Access Token The Access Token for the Twitter service.
Twitter Access Token Secret The Access Token Secret for the Twitter service.

Salesforce.com

In order to allow the import of Salesforce® data, you will need to create a Salesforce Remote Access Applicaton. Once a Salesforce application has been created, you can provide the Consumer Key and the Secret Key below.

To create a Remote Access Application, login to Salesforce and navigate to App Setup / Develop / Remote Access. Create a new application making sure to specify the correct Callback URL.

Field Description
Salesforce Consumer Key The Consumer Key for the Salesforce service.
Salesforce Consumer Secret The Consumer Secret for the Salesforce service.

Twilio

The Twilio® service allows the users to send and receive SMS messages in real-time. When you register for the Twilio service, you will be provided with an Account SID and an Auth Token. You will be required to provide Twilio with a Messaging Request URL. This is an external URL into the CRM where Twilio will send notifications.

Field Description
Account SID The Account SID for the Twilio service.
Auth Token The Auth Token for the Twilio service.
From Phone The primary phone number to use when sending text messages.
Log Inbound Messages The flag to indicate if all inbound messages should be logged in the CRM.
Message Request URL The external URL where Twilio will send notifications.

Twilio Messages

Twilio Messages is a place where you can search for and import existing Text messages.

Twilio Text Numbers

Multiple Twilio Text Numbers can be registered so that users can send messages under any one of the numbers.

Field Description
Name The name of the record.
From Number The from number to use when a text is sent.