Purpose:
This walkthrough aims to help you set up your Konnektive account in the Webforce CRM.
Pre Requisites:
WF account
Konnektive account
Basically, we need to set up a Postback notification; these notifications will be triggered every time a relevant event is generated in Konnektive CRM.
Create a new user and grant permissions for API access for these modules:
Import lead
Import Orders
Go to Admin | Users and click the green Add User button
Go to integrations section on Webforce CRM and create a new Konnektive integration using the credentials created in the step 1.
Go to Integrations and click the floating blue + button
Integration created drawer
Export Profiles are used to send data to a Postback URL (webhook).
Go to Admin | Exports and click the green + button
Add a profile name and select Postback as the export type
Click edit to enter the profile configuration page
We need to configure two sections: General Settings and Field Mappings.
Edit Export Webhook Profile
Configure General Settings
Profile Name: the name of the export profile.
Export Type: type of Postback export.
Postback URL: where you want the information sent.
Export Delay: leave the field empty (the task will be run every 15 minutes and send the information to the defined URL).
In the Postback URL set the url given for the Konnektive configuration in Webforce CRM
o to Integrations and click on the edit button of the Konnektive integration
We need to get the following information (fields) in the Postback payload in order to save as much information from the order/lead in the Webforce CRM.
All fields mentioned in the following documentation are valid and can be used, but we only need the ones listed in the table below.
Click the green + button to add a Field Map
Export Name: the name that the field will have when exported.
Field: the name of the field you are mapping from the CRM order record.
Static Value: If selecting “Static” as the field, then this represents the static (unchanging) value that is always used.
Note: add the export fields name same as the field name of the order record (check the valid fields on this documentation).
We need to configure 2 Profile routing that will be used to send the information configured on the Field Mappings when a relevant event occurs.
New Sale
Decline
Click the green + button on the Profile routing panel
Profile: The name of the profile configured on Step 3 of this document
CustomerType: is the event type that you want to report to the postback URL
Campaigns: select all campaigns option
Product: select all products option
How to verify if the integration is working:
Perform a live transaction and a test transaction.
Follow this walkthrough to perform a test transaction: Creating a Test Order
After performing the transaction check your orders
To check a live order go to Orders and select the Order number as shown below
To check a Test order just go to Orders and click the Funnel icon on the top right corner
Once you have selected the Funnel icon the dropdown will appear, just select Test and Apply to view only the Test orders
Checklist:
WF account
Konnektive account