CRM Generic for REST API Profile Lookup/Download

Outbound Type CRM is used to integrate OPERA Cloud CRM functionality such as Profile Lookup and Download, and Create Enrollment, with an external system that follows OPERA Cloud REST APIs specification and standards.  Refer Customer Relationship Management Outbound APIs for externalProfiles specifications on the OHIP Developer Portal.

1. Context:

   1. Global: Select to create outbound system for all properties.

   2. Property: Select to create outbound system for a specific property.

      1. Property: Select a property from the list.

2. Outbound Type: Select CRM from list.

3. Outbound Code: Enter a unique outbound code, for example: CRMCHAIN1.

4. Description: Enter a description for the outbound system.

5. Select Enable External System checkbox.

   1. An Configuring External Systems matching the outbound code is automatically created, with Lookup checkbox selected.

   2. An External Database matching the outbound code is automatically created, and the same code is available for Profile Lookup.

6. Select Enable Conversions checkbox to enable data value mapping.

7. Enter External Property Code.

8. Protocol defaults to REST (read only).

9. Authorization Type:  Select Basic or Oauth and enter respective authorization details provided for the external system.

10. Service Details.

    1. Service Path: Enter the REST API Base URL provided by the external system: for example, https://api.mycrmsystem.com/apis/

11. Save the Outbound Code configuration.