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  • Sales Order Issue while creating through web service using Import template

    Hi All, For one of our customer we have written a sub program based web service in which we have used standard import export template to create the sales order in the system. The reason behind using the import export template is, we have sales kit product…

  • Some thoughts on Importing Data

    I have written several articles in the past about the importation of data into Sage CRM. This article then is a 'header' record that attempts to bring these different thoughts together. It is certainly not unusual for a partner to occasionally need…

  • Adding Users via Webservices

    If you look at the Sage CRM database tables that are exposed in the WSDL file and also in the "custom_tables" meta data table it looks like you should be able to add users. But when working with the API it will become clear that inserting new user records…

  • Adding a Company Entity using the Sage CRM SOAP Web Service API

    Below is some code that will add a company, a default contact (Person) and a default business telephone number. When adding a company entity (with address, email etc) to Sage CRM via the Webservices API, CRM will automatically use the first data item…

  • How can I create Projects (OPPOR) with REST?

    Hi, I'm trying to create projects (GESOPP) through REST Webservice.. I can create into OPPOR table but when I try to create for OPPORCRM (needed to be visible in GESOPP function) get the error message: "A Pre-sales or After-sales step must be…

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