Integrations via API - hauzd

Integrations via API

We are working every day to make your life easier and better, that's why we've created CRM integrations via APIs  to help you save time and do less manual tasks.

Managing your Inventory data with a CRM? This integration can keep you away from tedious data entry.



Setup the access credentials, map your data and, as soon as a CRM module entry is updated, your unit properties in hauzd Admin Panel App will get updated automatically without any extra work or third party intervention.

Example of CRM Data that can be synchronized include Price, Status, Area and other general Properties.

CRMs available as of now (we are constantly adding new integrations):

- Sap
- Monday
- Spark CRM
- Sales Force
- Mobysuite
- Sperant
- SmartHome
- PlanOK
- Tokko Broker
- Zoho CRM
- Evolta
- SCI e-corebusiness
- Hubspot
- Capi
- Sinco ERP
- SalesUp
- Yardi
- Boomerang
- Pipedrive

Your CRM is not on the list? Ask to our team and we will get back to you as soon as possible. 


Requirements

- Registered user/account in the CRM

- "CRM Integration" added to your project

- 3D Project powered by hauzd tech and access to Admin Panel

- In hauzdEd you must have the CRMID property in ALL the HIERARCHY units you need to synchronize 

Integration fee DOES NOT cover any fees required to be paid to your CRM service provider to facilitate the integration. It is your responsibility to verify that your project has proper access to CRM and its API. 

How do I get started?

- Go to Admin Panel

- Manage Project

- Advanced Tab

- DEV/Hierarchy tree

- Click on CRM Integrations

- Pick your CRM from the list

- Enter your access credentials

- Map your data (fields)

- Follow the steps:
      In order to create your integration, first you will need the credentials to enable Hauzd get the information from your CRM. 

MobySuite:
            projectName
            projectID
            username
            password

PlanOK (You must purchase the API from PlanOK)
            user_id
            password
            api_token 

Salesforce:
            email
            password           
            Security token        

Smarthome:
            companyCode
            projectCode

Spark:
            token
     
Sperant:
            client_id
            client_secret
            crm_project_id

TokkoBroker:
            Clave API

Zoho CRM
For this CRM is needed to do the following step first:
      • Create a field for all the units of the project called 'hauzd' and fill that field with the name of the project.

Then, we will need to have a call with you to request the following data (and guide you in the proccess to get that):
      • Client ID and Client Secret.
      • Module name (the name on Zoho of the module where you store and see your units).
      • Grant Code (this code can only be valid up to 10 minutes as maximum allowed by Zoho)
       Email address of the account that generated the keys.


Evolta
            Username
            Password 
            Project_id

SCI E-core Business
            Project Name

Hubspot
            Hubspot Token

Capi
            Dominio del cliente (url)
            crm_project_id
            inventory_id (opcional)
            token

SINCO ERP
            username
            password
            crm_project_id
            dominio_cliente
            id_origen (optional)
            id_empresa (optional)
            id_sucursal (optional)

monday.com
            board_id
            API token

SINCO ERP
            username
            password
            crm_project_id
            dominio_cliente
            id_origen (optional)
            id_empresa (optional)
            id_sucursal (optional)

SalesUp
            username
            password

Yardi
            username
            password

Boomerang
            email
            password
            id_desarrollo
            url base

Pipedrive
            Token

Sap
            We need to be in contact with your client´s IT manager in order to get the credentials needed


- You're done!
If you need some assistance, just drop us an email to support@hauzd.com


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