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Hi,

 

We are using IFS Apps 9. I think this is also relevant to Apps 10 and beyond.

 

We are beginning a project to integrate IFS with an external CRM, Hubspot in this instance, although it could be any CRM or external system.

 

If we were to maintain the Customer Info, Customer Info Address, Customer Info Contact, Person Info and Comm Methods in both systems, should be be looking at maintaining a 2 way data sync or just adopt a master/slave scenario.

 

If an object is going to be updated in the external system, then should that system refresh the object (Customer Info Address for example) from IFS to make sure it has the most recent version with the most recent Objversion. Then when the record is saved to the external system it is also saved to IFS.

Or should should updates to the Customer Info Address in IFS be prohibited and only the CRM can be used for updating the Customer Info Address.

 

How have others approached this?

 

Regards,

 

Kevin

 

 

 

 

 

 

 

Hi Kevin,

 

We have developed an integration between IFS and Salesforce, enabling bi-directional customer synchronization (including Customer Info and Customer Info Address, among others), parts synchronization from IFS to Salesforce, as well as Order Synchronization from Salesforce to IFS. I would be happy to discuss your requirements further.

 

Regards,

Namal

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