CRM: Classical customer relationship management provided by our clients.

1- Create a connection on Data Entry manager

Type: SFTP, FTP, Amazon S3, Google cloud

Open

2- Request CRM configuration

a) Choose existing connection OR create a new one

Account_id :

Label :

Frequency : Daily/Weekly

Task : ["crm"]

Is_crypted : no/yes

Is_compressed : no/yes

Delimitor : ; - _ (to choose)

Remove remote files : no/yes

ID pattern in file :

ID pattern in namespace (Out ID CRM) :

Field in file (ID CRM) :

Remote_path (or bucket) :

Notification email :

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

Open

Place file on the bucket & file pattern set on the CRM configuration of the account

• file example: