Data links

Data links are used to create and change company and contact information in ChannelCRM. anvendes til at oprette/ændre firmainformation og kontaktinformation i ChannelCRM from another system. In some organizations it is practcal that this type of information is created one and only one place (typically the ERP system).

In order to to transfer the information we make use of stored procedures in the SQL Server. The procedures can be modified and are as such not a part of the standard CRM database. Please contact ChannelCRM if you need the stored procedures and we will provide them as script files.

The Parameters below are the stored procedures in a base version which can be modified.

This procedure is used to create or modify company information in the CRM system. The receiving table is ccrm.company. Key value is @CustomerKey. If it exists in CRM already the procedure will update, if not it will create.

@CustomerKey varchar(20),	Key
@Name varchar(80),
@Address1 nvarchar(50),
@Address2 nvarchar(50),
@Zip nvarchar(10),
@City nvarchar(50),
@State nvarchar(4),
@Country char(3),	ISO-codes. Must be found in table ccrm.Country
@VisitAddress nvarchar(80),
@Phone PhoneVar,	All PhoneVar max length 20, numbers 0..9 no country codes, no other symbols or characters
@Fax PhoneVar,
@Mail varchar(128),
@Web varchar(128),
@Owner varchar(20),	UserID. Must be found in table ccrm.Users. If no UserID the value ’IMPORT’ is used as default.
@PhoneCode varchar(4),
@CVR varchar(20),
@Department nvarchar(50),
@return_id int output	not used

This procedure is used to create or modify contact information in ChannelCRM. The receiving tables are ccrm.Contact and ccrm.Occupation. The Keys are @CustomerKey, @ImportKey, @FirstNames og @LastNames. If a contact can be identified from any of these paramters the procedure will update, if not the procedure will create.

@CustomerKey varchar(20),	Key to locate the company in which the contact is employed. If not found the transaction is cancelled
@FirstNames nvarchar(50),	Contact's first name(s). Part of an alternate key with @LastNames if @ImportKey is not found.
@LastNames nvarchar(50),	Contact's last name(s). Part of an alternate key with @FirstNames if @ImportKey is not found.
@Owner varchar(20),	UserID. Must be found in table ccrm.Users. If no UserID the value ’IMPORT’ is used as default.
@Mail varchar(128),	Personal e-mail address for the contact
@PhoneMobile PhoneVar,
@PhoneHome PhoneVar,
@Address1 nvarchar(50),	Home address for the contact
@Address2 nvarchar(50),	-
@Zip nvarchar(10),	-
@City nvarchar(50),	-
@State nvarchar(4),	-
@Country char(3),	ISO-codes. Must be found in the table ccrm.country
@PhoneCode varchar(4),	-
@ImportKey varchar(24),	Primary Key
@SSN varchar(24),	Social Security Number
@Salutation varchar(12),
@NoMail bit,	0 = ok with e-mails. 1 = mails not wanted.
@Gender char(6),
@Title nvarchar(50),
@PhoneDirect PhoneVar,
@PhoneExtension PhoneVar,
@FaxDirect PhoneVar,
@BusinessMail varchar(128),
@Department nvarchar(80),	Department in which contact works
@return_id int output