Setup CRM configuration
1- Create a connection on Data Entry manager
Type: SFTP, FTP, Amazon S3, Google cloud
2- CRM configuration to be set
a) Choose existing connection OR create a new one
b) set the new CRM configuration
ID CRM = ID CRM that exist in the file ingested
Out ID CRM = ID CRM that is set on Weborama (Pattern with CRM type)
Pattern in Manage Modules > WamFactory Settings
Ingestion
Place file on the bucket & file pattern set on the CRM configuration of the account
0 Comments