Expor to XML

laamada

Hi.. I am new on the system, I have a question... I have a local CRM and I would like to connect both systems, is there anyway to export o generate an online XML file where my local program can pick up ?

jasiek

Hi,
Can you provide a little more information what exactly do you want to do? Do you want to import it once or do you want to have both programs synchronized? What kind of info do you want exported/imported? Contacts? Companies?

laamada

Yes I can make my local program look for a XML file on my server... and I would like to have the contact and maybe task as well ... I can make my program look for the file at the end of the day...

And I know maybe is another topic, but can I upload contacts from a excel file ?

Also I would like to make a form from my site directly to the contacts could be possible ?

and finnally I would like to know how much it would cost to design an applet for us is a real estate form that we use to manage our potential clients...

thanks for you time and response...

Cordially

juan david cañas yofu

shacky

Hi,
we just released new version of epesi, with premium import module included. It reads xls and csv files and imports data to contacts and companies recordsets. With functionality of export to csv of recordset it can be used to move data from one to another epesi installation.

You can install it by Menu->Administrator->Modules Administration. If you updated epesi, you should click "Scan for new modules". Look for Premium/Import and select 1.0 version.

Cheers
Paul

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