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addons:field:start [2018-09-25 06:48] James Pember |
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| - | ====== Lime Field ====== | ||
| - | ===== What is Lime Field? ==== | ||
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| - | ===== Lime Field / CRM integration ===== | ||
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| - | ===== Lime CRM and Field pre-requisites ===== | ||
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| - | * 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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| - | **Basic Setup** | ||
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| - | * 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** | ||
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| - | * Using service units | ||
| - | * Custom mapping | ||
| - | * VBA add-on | ||