Posts Tagged ‘salesforce integration’

Preparing for TCSI Testing

TCSI Testing – Round 1 Preparation We’re currently preparing to participate in the first round of testing with the HEIMS team. We’re excited to take our RIO Education Student Management system (SMS) for a test drive through this new reporting environment. What preparations are we making? To take part in the TCSI testing, we have…

Read More

TCSI changes to reporting Data Framework for Education Providers

Remind me – what is TCSI? The Department of Education & Training and the Department of Human Services have teamed up to work towards a more effective reporting process for your Student data. This new reporting process is known as TCSI.   Check out our TCSI introduction blog to learn more!   What’s changing with…

Read More

Integration is as important as ever for business.

Many businesses are finding their ability to grow, deliver value and innovate is constrained by their IT architecture. This happens regardless of what best-in-class applications have been implemented e.g ERP systems, accounting systems and CRM if they are not well integrated. Businesses often realise the problem when information such as sales data (held in the…

Read More

WeDid: Microsoft Dynamics AX & Salesforce Integration

Challenges With the introduction of Salesforce in the company, the customer would like to move the maintenance of customer and merchant records from Microsoft Dynamics AX to Salesforce. However, some of the users (e.g, accountant) will still be maintaining the customer records in Microsoft Dynamics AX. Besides, the customer would like to sync the Sales…

Read More

WeDid: Device Compliance Tool (XML) and Salesforce Integration

Challenges The client is using a Device Compliance Tool to perform testing on the devices that will be assigned to specific Work Orders. The result generated from the tool needs to be attached into Salesforce as a reference and for further process.   Solution:   Purpose To attach the test result (in XML format) generated…

Read More

WeDid: QAD and Salesforce Integration

Challenges The client uses an ERP system, QAD and would like information such as Corporate Group, Customer, Item, Inventory, etc. being synced into Salesforce. This is to ensure any transaction that is being managed by a different team (i.e. Manufacturer vs. Sales team) using these two different systems are in sync with one another.   Solution:  …

Read More

Boomi Tip: A Quick Way to Upload Attachment to Salesforce

Most of the Salesforce developers know that they have to encode the data with Base64 encoding if they want to upload a file as an attachment to a Salesforce object via web service. This is even easier if they use Salesforce Data Loader as the tool will help you to encode the data automatically.  …

Read More

Wedid: Boomi Upgrading from Legacy Netsuite Connector to New Netsuite Connector

Challenges Our customer has integration between Salesforce and Netsuite running for a quite some time. The integration is using the legacy Netsuite connector which only supports up to version 2009.1.   Our customer has recently upgraded Netsuite to version 2013.1. Due to this, the existing integration is no longer working with the legacy connector.  …

Read More

WeDid: Integrating Salesforce and Xero

Challenges A client is managing/maintaining customer information as well as opportunities in Salesforce. Invoicing is being sent out using Xero instead. The client is having difficulties to ensure information across Salesforce is in sync in Xero rather than to maintain both instances manually.   Solution: Purpose To establish synchronization between Salesforce instance and Xero where…

Read More