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Repsly Developer Resources

Introduction

API introduction

Use case: Integrating client records

Use case: Order management integration process

Use case: Custom reporting on client visits

References

Diagrams


Introduction

This document contains several integration examples and use cases, to be used on web site as API documentation.


API introduction

Repsly APIs enable connectivity between Repsly and other user’s systems, enabling Repsly to work hand in hand with other systems and seamlessly integrating into business processes in the company.


Repsly provides APIs to enable integrating with any kind of system, be it on-premises application or cloud based system.


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Repsly APIs and connectivity to other systems

Repsly API’s enable you to do many important integration processes, like:

  • Import and Export client records between Repsly and other system

  • Import product records into Repsly

  • Export data from Repsly

    • Purchase orders

    • Forms

    • Photos

    • Retail audits

    • Client visits and notes

    • Workday start and stop records

The data exchange rhythm is set according to your needs, typically to once in an hour or every 15 minutes. This is completely under your control and you select what’s most appropriate for your situation.

For further information please check this developer documentation.

Use case: Integrating client records

Repsly API’s enable users to bidirectionally exchange client records with back-office system.

Typical usage is to connect your CRM or ERP system, i.e. Salesforce, to Repsly. That enables you to use Repsly for field activity management and client records management tasks on rep’s mobile devices, and CRM or ERP as backbone system.

Typically the steps are as follows:

  1. Import clients into Repsly using Repsly API
  2. Use Repsly for client records management
  3. Export client records from Repsly using Repsly API

The process of integration is simple, Repsly API is available for anyone to connect and use. Client endpoints enable bi-directional data exchange, like sending client records from your CRM to Repsly, and receiving changed or new clients from Repsly into CRM.

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Client records Integration process

Repsly supports altering client record fields, in example to add any custom field that user’s client records need, like “Sales Channel” or “Client Type”. This is also available for use through integration API’s, so the API’s will support all customization needs you might have.

The data exchange rhythm is set according to your needs, typically to once in an hour or every 15 minutes. This is completely under your control and you select what’s most appropriate for your situation.

Besides the procedure described, Repsly API’s enable you to:

  • Import and Export client records between Repsly and other system

  • Import product records into Repsly

  • Export data from Repsly

    • Purchase orders

    • Forms

    • Photos

    • Retail audits

    • Client visits and notes

    • Workday start and stop records

For further information please check this developer documentation.

Use case: Order management integration process

Repsly API’s enable users to bidirectionally exchange client records with back-office system, as well as importing products into Repsly and exporting purchase orders from Repsly and importing them into ERP.

Typical usage is to connect your ERP system to Repsly. That enables you to use Repsly for order management and CRM or ERP as backbone system, making Repsly an extended arm of your ERP.

Typically the steps are as follows:

  1. Import clients into Repsly using Repsly API
  2. Import products into Repsly using Repsly API
  3. Use Repsly for order management
  4. Export purchase orders from Repsly using Repsly API and import them into ERP

The process of integration is simple, Repsly API is available for anyone to connect and use. Client endpoints enable bi-directional data exchange, importing of products into Repsly and exporting purchase orders out of it in order to import into ERP.


Developer_Page_Graphics-04

Order management Integration process

The data exchange rhythm is set according to your needs, typically to once in an hour or every 15 minutes. This is completely under your control and you select what’s most appropriate for your situation.

Besides the procedure described, Repsly API’s enable you to:

  • Import and Export client records between Repsly and other system

  • Import product records into Repsly

  • Export data from Repsly

    • Purchase orders

    • Forms

    • Photos

    • Retail audits

    • Client visits and notes

    • Workday start and stop records

For further information please check this developer documentation.

Use case: Custom reporting on client visits

Repsly API’s enable users to export client visit records, with all relevant data about each single visit. This includes information about the representative and client, time of visit start, duration of visit, geo location at the moment of start and end of the visit, and whether the visit was automatically noted or it was explicitly noted by the rep..

Typical usage is to use client visit records for custom reporting or analytics. That enables you to integrate Repsly execution information into other reporting systems you might have in your company.

Typically the steps are as follows:

  1. Import clients into Repsly using Repsly API
  2. Use Repsly for client visits
  3. Export visit records from Repsly using Repsly API and import them into other system

The process of integration is simple, Repsly API is available for anyone to connect and use. Client endpoints enable bi-directional data exchange and exporting client visit records out of it in order to import into custom reporting or analytical system.


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Client visit records Integration process

The data exchange rhythm is set according to your needs, typically to once in an hour or every 15 minutes. This is completely under your control and you select what’s most appropriate for your situation.

Besides the procedure described, Repsly API’s enable you to:

  • Import and Export client records between Repsly and other system

  • Import product records into Repsly

  • Export data from Repsly

    • Purchase orders

    • Forms

    • Photos

    • Retail audits

    • Client visits and notes

    • Workday start and stop records

For further information please check this developer documentation.

References

Developer technical documentation