recommended approach for import and integration

goeh / grails-crm-core

CRM core plugin for the Grails Web Application Framework

Apache License 2.0

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recommended approach for import and integration #4

Closed kmacpher67 closed 8 years ago

kmacpher67 commented 8 years ago

What's the recommended approach for importing data and integration?

I know that's a loaded question, simple to ask yet impossibly long to answer.

Two different questions here: 1> simple initial provisioning vs 2> EAI - app integration maybe using EIP but then that gets ugly and uber complicated. or simple point-to-point integration.

What are you thoughts or experiences on approaches? Is there something already built into the service layer for this?

goeh commented 8 years ago

There is no specific features built in for data importing or integration. However, the standard GR8 CRM service methods list..., create... and update... works well in integration scenarios. Personally I have only experience with reading Microsoft Excel files using Apache POI and inserting/updating data using the standard GR8 CRM service methods. I once tried to develop a generic crm-import plugin with ETL features, but (due to lack of time) I ended up doing a project specific import.

kmacpher67 commented 8 years ago

I found a sample somewhere using BootStrap.groovy use the service layer seems to be the best method:

def BMW = crmContactService.createCompany(name: "BMW", true)
def contact = crmContactService.createPerson(related: [BMW, company], firstName: firstName, lastName: lastName, telephone: "08-${System.currentTimeMillis().toString().substring(6)}", true)

yeah, wasn't sure if you had a plugin-feature or service layer that could be passed a handle or something. I suspect the doc for that is just looking at the Service layer class.