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addons:field:start [2018-09-25 06:47] James Pember |
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- | ====== Lime Field ====== | ||
- | ===== What is Lime Field? ==== | ||
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- | TODO | ||
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- | ===== Lime Field / CRM integration ===== | ||
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- | TODO | ||
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- | ===== Lime CRM and Field pre-requisites ===== | ||
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- | Pre-reqs | ||
- | CRM instance with version X and plug webhooks | ||
- | Field instance | ||
- | User in CRM called “Lime Field” with API key | ||
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- | ===== Contact information ===== | ||
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- | TODO | ||
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- | ===== Getting started ===== | ||
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- | Setup | ||
- | Data structures (LIP) | ||
- | Re-deploy Lime Field with URL and API key to Lime CRM | ||
- | Register webhooks in Lime Field management app and confirm successful status | ||
- | Perform initial sync (contracts, resources, operating procedures) | ||
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- | See more | ||
- | Basic config | ||
- | Using service units | ||
- | Custom mapping | ||
- | VBA add-on |