Tag Archives: wedid-integration

Wedid: Marketo and Infor (Formerly known as Saleslogix) Integration

Challenges

Customer uses Marketo to track incoming leads that would need to be converted to accounts and contacts respectively in their Infor CRM system. The customer would also like to track all field changes and/or activities that occur in Marketo into Infor as the contact related activities, as well as other custom records being tracked in Marketo at the moment.

Solution:

Purpose To ensure leads and their respective related records from Marketo are in-sync between Contact in their Infor system.
Applications Marketo
Infor
Tool Boomi
Information Marketo Lead > Infor Account/Contact
Infor Account/Contact > Marketo Lead
Marketo Activities > Infor Activities (Custom)
Infor Notes Histories (Custom) > Marketo Notes History (Custom)
Data Formats JSON
Volumes ~100 – 300/day
Process When a new lead is registered in Marketo, the lead record will be in return synced into Infor as Contact with the lead’s company being the Infor account record.
However, when a new contact is created or a contact record is updated in Infor, the information would need to be synced to Marketo as well.
For every change in Marketo Lead (Activities), these trails will need to be synced into Infor as well. Some additional information tracked in Infor (custom object records), needs to be created and tracked in Marketo too.
Schedule ~ 5 minutes
Complexity Medium

Wedid: ActionHRM and Kallidus Integration

Challenges

Customer is tracking employees information through ActionHRM (A Human Resource Management System). These employees need to be tracked as a student record in their Kallidus system (being a student and learning management system) too.

Solution:

Purpose To ensure student records in Kallidus system is up to date from the ActionHRM employee records
Applications Sharefile (FTP)
ActionHRM
Kallidus
Versions Sharefile (FTP)
ActionHRM
Kallidus
Tool Boomi
Information Sharefile (CSV) > (Query) ActionHRM Employees > (CSV) Kallidus
Data Formats CSV and JSON
Volumes ~10/day
Process A set of qualified employees Id will be listed in csv format and to be uploaded to an FTP server. The integration process in return query for the employees details using ActionHRM API to produce student information in csv format for Kallidus to process.
Schedule Daily
Complexity Medium

We Did: WordPress WooCommerce and Netsuite

Challenges

Customer is hosting a website where visitor are allow to register and login. Visitor and existing users are allow to make purchase through the website too but the transactions and payment would need to be tracked through Netsuite.

Solution:

Purpose To sync product, website users and sales transaction between website (WordPress WooCommerce) and Netsuite
Applications WordPress (WooCommerce)
Netsuite
Versions WordPress
Netsuite
Tool Boomi
Information Netsuite Non-Inventory Sales Item > Woocommerce Product
Woocommerce User > Netsuite Customer
Netsuite Customer > Woocommerce User
Woocommerce Orders > Netsuite Sales Order
Netsuite Sales Order > Woocommerce Orders
Data Formats JSON and XML
Volumes ~100/day
Process When customer register a login through website, customer information needs to be stored in Netsuite as well. When a items are added and maintained in Netsuite, the product needs to be made available in the website for people to purchase. And when customer make a purchase through website, the transaction needs to be in returned tracked in Netsuite for shipping and reporting purposes.
Schedule Every 2 minutes
Complexity Medium

WEDID: ORACLE DATABASE & EQUELLA INTEGRATION

Challenges:

Client wants to sync Oracle database, which contains Active Directory records, to those in Equella so that the users will be granted access to their respective repositories. Client also requested where possible reduce the queries from Equella.

Solution:

db-equella

Purpose Query group members from Oracle and update groups in Equella.
Applications Oracle database
Equella
Tool Dell Boomi Atomsphere
Information DB > Equella
Data Formats XML
Volumes ~100/day
Process DB > Create > Equella
Schedule Every 5 minutes
Complexity Medium

Wedid: Teradata and Salesforce Integration

Challenges

Client is managing support cases and work orders through Salesforce. They would like all entries and its children records to be tracked in Teradata as well.

Solution:

sf2teradata

Purpose Sync any records updates from Salesforce into Teradata
Applications Salesforce.com CRM
Teradata
Versions Salesforce
Teradata
Tool Boomi
Information Salesforce Case > Teradata Tables
Salesforce Custom Object (Work Orders) > Teradata Tables
Data Formats XML
Volumes ~500/day
Process Salesforce Case (and its related record such as Account/Contact/Product) will be created or updated into Teradata respective tables.
Salesforce Work Orders (and its related record such as Customer/Product/Warranty) will be created or updated into Teradata respective tables.
Schedule Hourly
Complexity Medium

 

Wedid: Salesforce and InspectRealEstate (inspectrealestate.com.au) Portal

Challenges

All real estate listings reside in Salesforce. However, these listings need to be consistently updated to the website portal to truly reflect the availability and pricing information (to name a few). The major challenges are:

  • too many listings to keep track of the status and update to the portal
  • listings get updated too frequently causing timing issue

Solution:

Purpose Synchronise listing information from Salesforce to designated InspectRealEstate portal path for retrieval
Applications Salesforce
FTP – InspectRealEstate Portal (inspectrealestate.com.au)
Tool Dell Boomi Atomsphere
Information Salesforce Listing > InspectRealEstate FTP Server
Data Formats XML
Volumes ~100
Process Any listings that are created/updated will be synced to InspectRealEstate FTP server as zipped file containing listings in XML format.
Schedule Every 10 mins
Complexity Medium

 

Wedid: Salesforce and Rent.com.au Portal

Challenges

All real estate listings reside in Salesforce. However, these listings need to be consistently updated to the website portal to truly reflect the availability and pricing information (to name a few). The major challenges are:

  • too many listings to keep track of the status and update to the portal
  • listings get updated too frequently causing timing issue

Solution:

Purpose Synchronise listing information from Salesforce to designated Rent.com.au portal path for retrieval
Applications Salesforce
FTP – Rent.com.au Portal
Tool Dell Boomi Atomsphere
Information Salesforce Listing > Rent.com.au FTP Server
Data Formats XML
Volumes ~100
Process Any listings that are created/updated will be synced to Rent.com.au FTP server as zipped file containing listings in XML format.
Schedule Every 10 mins
Complexity Medium

 

Wedid: Salesforce and allhomes (allhomes.com.au) Portal

Challenges

All real estate listings reside in Salesforce. However, these listings need to be consistently updated to the website portal to truly reflect the availability and pricing information (to name a few). The major challenges are:

  • too many listings to keep track of the status and update to the portal
  • listings get updated too frequently causing timing issue

Solution:

Purpose Synchronise listing information from Salesforce to designated allhomes portal path for retrieval
Applications Salesforce
FTP – allhomes Portal (allhomes.com.au)
Tool Dell Boomi Atomsphere
Information Salesforce Listing > allhomes FTP Server
Data Formats XML
Volumes ~100
Process Any listings that are created/updated will be synced to allhomes FTP server as zipped file containing listings in XML format.
Schedule Every 10 mins
Complexity Medium

 

Wedid: Salesforce and Homehound (homehound.com.au) Portal

Challenges

All real estate listings reside in Salesforce. However, these listings need to be consistently updated to the website portal to truly reflect the availability and pricing information (to name a few). The major challenges are:

  • too many listings to keep track of the status and update to the portal
  • listings get updated too frequently causing timing issue

Solution:

Purpose Synchronise listing information from Salesforce to designated Homehound portal path for retrieval
Applications Salesforce
FTP – Homehound Portal (homehound.com.au)
Tool Dell Boomi Atomsphere
Information Salesforce Listing > Homehound FTP Server
Data Formats XML
Volumes ~100
Process Any listings that are created/updated will be synced to Homehound FTP server as zipped file containing listings in XML format.
Schedule Every 10 mins
Complexity Medium

 

Wedid: Salesforce and REA (realestate.com.au) Portal

Challenges

All real estate listings reside in Salesforce. However, these listings need to be consistently updated to the website portal to truly reflect the availability and pricing information (to name a few). The major challenges are:

  • too many listings to keep track of the status and update to the portal
  • listings get updated too frequently causing timing issue

Solution:

Purpose Synchronise listing information from Salesforce to designated REA portal path for retrieval
Applications Salesforce
FTP – REA Portal (realestate.com.au)
Tool Dell Boomi Atomsphere
Information Salesforce Listing > REA FTP Server
Data Formats XML
Volumes ~100
Process Any listings that are created/updated will be synced to REA FTP server as zipped file containing listings in XML format.
Schedule Every 10 mins
Complexity Medium