WeDid: Sage Saleslogix and Avantgard Integrity Integration
April 29, 2015 /
Posted in We Did
Challenges
The client is using SalesLogix to handle credit/loan deals. When the deals are approved, the deal (and the deal related information) need to be in return track in the Sungard Avantgard Integrity system
Solution
| Purpose | To sync approved deals from Saleslogix into Avantgard Integrity system. |
| Applications | Sage SalesLogix CRM Sungard Avantgard Integrity |
| Versions | SalesLogix On-Premise version 8.0.0 Integrity Version 8.4.1 |
| Tool | Boomi |
| Information | SalesLogix Deal Roles > Integrity Counter Party SalesLogix Deal Roles > Integrity BU Exposure Limit SalesLogix Deal > Integrity Agreement SalesLogix Deal > Integrity Facility SalesLogix Deal Tranches and Fees > Integrity Tranche, Fee and Covenant |
| Data Formats | JSON and XML |
| Volumes | ~100/day |
| Process | When a SalesLogix Deal (Custom) is approved, it in return creates an agreement in Integrity. All children information from deal such as contact roles, tranches and fees will create a corresponding Integrity record respectively as well. |
| Schedule | Every 2 minutes |
| Complexity | Medium |