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  1. #1
    somod
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    Question Real integration details

    Hi Guys,

    We have a website based on .Net and want to integrate it with your system. The demo registration that we found on this page is clear but we cannot find such page for real registration. Please let us know where can we find the details regarding real registration with a list of fields and samples

    Regards,
    Genie Solutions

  2. #2
    Administrator Rawan-HS's Avatar
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    Apr 2015
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    Dear Somod

    you can make the real clients/accounts just by using our BO API, check this link,

    to create client use CreateClient method , Check this link

    and to create account use CreateAccount method , Check this link


    Please visit this page to join ISV program to get the All API's.

  3. #3
    somod
    Guest

    Default

    Hi Rawan,

    Thank you for the deails.

    Please let me know where can I get the following info:
    1. Username The client login username value of type string.
    2. Password The client login password value of type string.
    3. ServerIP The system server IP address value of type string.
    4. ServerPort The system server port value of type integer.

    Regards,
    Genie Solutions

  4. #4
    Administrator Rawan-HS's Avatar
    Join Date
    Apr 2015
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    That's great,


    To get BO credentials: All what you have to do is fill this form , PLEASE MENTION THAT YOU ALREADY ISV
    To get Client credentials: All what you have to do is download the system and open a demo account

  5. #5
    Administrator Hassan-HS's Avatar
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    Jun 2013
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    Hello Sir,


    Did you get the credentials?

  6. #6
    somod
    Guest

    Default

    Guys, we are trying to make an integration with your system and it requires Username, Password, ServerIP and ServerPort. We have completed the form and got credentials to demo back office. Is it the Username and Password that we need?

    Also please provide ServerIP and ServerPort

    Regards,
    Genie Solutions

  7. #7
    Administrator Rawan-HS's Avatar
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    Apr 2015
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    Dear Somod
    yes it the Username and password that you need
    sarverIP is 74.54.46.178
    ServerPort is 4401

  8. #8
    somod
    Guest

    Default

    Hi Rawan,

    Crashed application when try to call Login method.
    Method SetLoginInfo executed successfully.

    Please advise

    Regards,
    GenieSolutions

  9. #9
    Administrator Hassan-HS's Avatar
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    Jun 2013
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    Hello,


    You have to turn DEP off on your development machine ( please make sure to disable the secure boot also on bios) please check this article, as for client machines please note there is no need to close the DEP off & the secure boot on the clients computers for more info check this article.

  10. #10
    Administrator Hassan-HS's Avatar
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    Jun 2013
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    Dear Sir,

    I Hope everything is going well, please let me know if you face any difficulties

  11. #11
    somod
    Guest

    Default

    Hi,

    Please let me know if we need to create both client and account in order to send a real account to your CRM. What should we create first?

    Regards,
    GenieSolutions

  12. #12
    somod
    Guest

    Default

    Also we get ClientNotExistAccountResult error when we try to create an account and NotValidParentClientResult error when we try to create a client. Please advise.

    Regards,
    Genie Solutions

  13. #13
    Administrator Hassan-HS's Avatar
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    Dear Sir,

    At first you have to create the client before creating an account, and the client must be under a group or office ( so the parent username must belong to a group or a office)

    how to check if the username is for client?


    Code:
    Dim ParentUsername As String
            ParentUsername = "test"
            If m_oBOAPI.ClientByID(m_oBOAPI.ClientID(ParentUsername)).ClientType <> VertexGeneral10.ClientTypeEnum.CLIENT_TYPE Then
                MsgBox("Valid Parent")
            Else
                MsgBox("Invalid Parent")
            End If

    Then call CreateClient method then wait CreateClientResult event, After that relogin the BOAPI
    Code:
     Obj.login()
    to load the new client.

    after relogin and alldataloaded event is fired you can call CreateAccount method to open account for the new client. then wait the CreateAccountResult
    Last edited by Hassan-HS; 07-02-2015 at 01:05 PM.

  14. #14
    somod
    Guest

    Default

    Please let us know what is ParentUsername and where can we get it

    Regards,
    Genie Solutions

  15. #15
    Administrator Hassan-HS's Avatar
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    Hello,


    You must contact the system owner to give you a parent username

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