We are moving our customer database onto an online solution from Capsule CRM. However we need a link to our existing system to track orders and invoices.
CapsuleCRM has an API system, for sharing information - see link:
[url removed, login to view]
Records would have to be linked via capsules automatically generated 'Party reference'. We have been able to show Capsule data in filemaker through use of a web portal. What we would like is the ability to:
- Get updated contact information from Capsule back into FileMaker for invoicing purposes
- Putting summary data back into Capsule, perhaps via history notes/custom field, would be advantageous
Ideally we envision this happening through an XML script, allowing us to update an individual customer's record.
Sample database available to successful bidder.