PisaSales CRM
In addition to expandable standard interfaces to SAP, PSIpenta or abas, PisaSales CRM has extensive experience in the integration of various ERP systems. To name but a few examples: Baan, Infor.com, JD Edwards or MAS90. The core of the PisaSales ERP interface technology is the PisaSales ERP Connector. It uses modern, standardized interface technologies and enables the bidirectional exchange of data between ERP and CRM in different ways.
With the PisaSales XML-Engine an XML document can be generated for each desired data record. If the desired data is available in structured form on the ERP side, it can be automatically translated into XML. XML documents are thus ideally suited as data exchange format in both directions. The required translation rules are created and managed for both directions in the form of XSL style sheets.
In this scenario, PisaSales CRM uses predefined Business Application Programming Interfaces (BAPIs) as standard methods. This ensures that current and maintained BAPIs are always accessed. The neutral external interface is unique and does not require any special maintenance during a release upgrade. The data transfer from PisaSales CRM is carried out in both directions using standardized BAPIs. For this purpose, function calls are used that already exist in PisaSales CRM and are defined in the form of XML files. Various RFCs are carried out from the functions, whereby the XML file defines how these RFCs are to be executed.
The synchronous exchange of data can take place in a neutral data format via interface tables (transport table and confirmation table) at database level. The tables define a neutral data format for information exchange between the two systems and offer the advantages of independence from implementation details through abstraction, minimization of effort during release upgrades or changes to the business logic, reliability of data exchange through updating in the interface tables, and error tolerance through marking of stored information and automatic resetting after correction.
For an asynchronous initiation of the data transfer by the ERP system CSV files are used for the synchronization with the PisaSales CRM. The difference between the existing and the updated data is formed and provided as CSV file in PisaSales format. The data is transferred to PisaSales using the integrated standard CSV import scanner. For a smooth data exchange, it is necessary to provide CSV files from the ERP data that meet the necessary specifications for the PisaSales CSV format.