Posts Tagged ‘wedid-integration’

WeDid: Salesforce and CampaignTrack (Agent, Listing)

Challenges The customer uses Salesforce contact to track office staff information whereas CampaignTrack for all marketing information. Any information on Salesforce relating to the staff and opportunity will need to be created to CampaignTrack in real time. This proves difficult for manual handling, hence, a process automation needs to be in place.   Solution:  …

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WeDid: Salesforce and RentalPoint

Challenges The customer is facing a challenge to incorporate company data between the applications they use. Client data and sales are managed in Salesforce while rental bookings reside in RentalPoint. Repetitive manual data entries need to be done to keep client and sales data aligned between the applications. For every booking done in RentalPoint, it…

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WeDid: Address Validation

Challenges The new AVETMISS standard requires address entry to be validated by third party address provider. The current addresses in Salesforce do not have any validation. An integration service is required.   Solution: When a new address is added or an existing address is updated, the integration service should submit the street, city, postcode, state…

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WeDid: Supply Forecast

Challenges A retailer supplies agricultural products to hypermarkets. It is crucial for this retailer to keep track of the level of supply every month in order to ensure that their suppliers will always have sufficient supply for the future order. However, at this moment the visibility of the supply level against the number of contracted order is not available.  …

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WeDid: Pricebook Automation

Challenges A retail company sells and rents heavy machinery products to construction/ developer companies. Each of the machinery are sold or rented with more than one standard price depending on the type of clients that they are dealing with.  At this moment, the prices of the machinery are referred manually in a spreadsheet. Once they have identified the…

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WeDid: XML EDI, Salesforce and Netsuite

Challenges The customer has a distributor that sell their product to reseller or end user throughout Europe countries. When an order is placed, the distributor will send an email with Purchase Order information and this information was being keyed into Netsuite manually. Once the order was confirmed, a separate email with Invoice information was sent…

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WeDid: X12 EDI and Netsuite

Challenges The customer has many distributors that sell their product to reseller or end user. When an order is placed, the distributor will send an email with Purchase Order information and this information was being keyed into Netsuite manually. Once the order was confirmed, a separate email with Invoice information was sent back to the…

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WeDid: MYOB and Business Catalyst Integration

Challenges The user is having difficulties to ensure customer’s information and invoices in MYOB are up-to-date when a sales is closed via the company’s website.   Solution:   Purpose Ensure that the customer information and invoice records are automated and synced into MYOB from website sales (Business Catalyst) Applications MYOB Accounting Premier Business Catalyst Versions…

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WeDid: MYOB and database.com Integration

Challenges To be able to synchronize the on-premise MYOB records to database.com, a hosted environment for easier access.   Solution:   Purpose Synchronize MYOB records into database.com Applications MYOB Accounting Premier Database.com Versions MYOB Version 19.0 database.com Tool Talend Information MYOB Items > database.com Items Object MYOB Cards > database.com Contacts Object Data Formats MYOB database to database.com SOAP XML Volumes 10000/day…

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WeDid: Aprimo and FTP Integration

Challenges The client have challenges to maintain information between the two instances Aprimo and the company’s document management system (DMS). An alternative option is require to manage information flow between these two instances. An integration process to synchronize records between Aprimo and Nexus FTP (a File Transfer Protocol server for the target DMS) is the option…

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