We’d like to upload our customer leads into Epicor a bit more automatically. They’re currently getting manually entered, and phase 1 would be to have one of us in IT import via DMT. Long-term, I’d like to give this responsibility back to sales & marketing.
For Phase 2, would it be possible via an updatable dashboard that could handle multiple dirty rows? Our CustID is a sequential number, created by a post BPM on GetNewCustomer… Or is this the time to learn REST (we’re on 10.2.300.x)? Since we don’t own Service Connect Developer, that’s not an option.
I just started to learn the REST API and I think that is the way you want to go. My first project with REST was a simple Excel add-in that deals with quotations and it was a little bit of a learning curve, but once you understand what is going on it is very nice to use. You get all of the functionality of business logic in Epicor and can push from anywhere.
I am curious, you say that you are uploading customer leads from sales and marketing, where do these leads actually get generated from? Are they coming from a defined source or are they entered into Excel manually.
I think the web-firm inquires especially would benefit from using the REST API.
Maybe trade shows could be from a DMT. If you give the users an easy to use template it can be pretty controlled for them to upload from the excel sheet provided by the trade shows.
If they are entering Live data on the fly, a Web Page with REST calls would be nice for them, I’m sure. However, if they have a huge excel file (or even a few lines) of data, then an updateable dashboard with multiple dirty rows is fine. Your BPM might still work, but I would obviously test it.
De-duping is always interesting. We’re thinking of First Name, Last Name, & Email for now, and anything that meets that criteria would be flagged for manual review.