CRM.interface Integration Server

When CRM.interface acts as an integration server the process is initiated by the particular client.

The external system triggers the process via sending an XML message over http(s). This message is transformed and processed by CRM.interface, the response is transformed into the XML dialect of the 3rd party system and sent to the External System.

CRM.interface (server) – message flow

CRM.interface Test Client

The CRM.interface (and CRM.webservices test) client allows for testing CRM.interface. The test client is installed into the \tools subfolder of the installation directory.

In the property pane you can basically define to which service endpoint the request should be sent and which authentication mode you want to use.

Note: the CRM.interface test client is provided "as-is". Some of the properties in the Property Pane are for internal use only, e.g. the "RAS" settings in the security hive.

In order to test CRM.interface with the test client set the value of the CRM.interface Url to the Url of your interface endpoint and set the Request Target to "interface".

CRM.interface Test Client

Note: In order to execute a XML request either press "Execute XML Request" or F5.

Note: Tip: the test client allows for saving of XML requests (and responses) and hence the execution of saved XML requests, which might be helpful, when testing more complex requests.

Note: Additionally it's possible to insert "templates" for

<query />,
               <import /> and <condition />

commands.

Loading, saving and executing XML requests with the test client