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Introduction
API introduction
Use case: Integrating client records
Use case: Order management integration process
Use case: Custom reporting on client visits
References
Diagrams
This document contains several integration examples and use cases, to be used on web site as API documentation.
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.
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.
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:
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.
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.
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:
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.
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.
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:
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.
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.