Field Service Management with Lime Field

This addon connects one CRM application to one Lime Field application using webhook technology.

Target audience: consultants and project management

Requirements

  • CRM Server v13 or later
  • plugin-webhooks installed in CRM with dont_disable_on_failed_delivery: True
  • A CRM API key - The Field installation has the integration installed by default but needs CRM credentials to work)
  • App server connectivity - The app servers of both systems must be able to communicate with each other over HTTPS

Credentials

  • API credentials for Lime Field
  • API key for Lime CRM
  • Secrets for validating notifications (generate using python -c 'import os,base64; print base64.urlsafe_b64encode(os.urandom(16))')

Mapping configuration

Features

The integration listens for events from both Lime CRM and Lime Field and executes necessary commands to keep both systems in sync. At a high level, the integration is made up of the following workflows:

  • Work orders from/to CRM/Field (with helpdesk/Case and person/PrimaryContact)
  • Resources from/to CRM/Field
  • Absence from/to CRM/Field
  • Company from/to CRM from/to Contract in Field
  • Property/Building/Object/Plant from CRM as a Hierarchy/Unit with DefaultResource in Field
  • Components from/to CRM/Field
  • Log from Case in Field to helpdesk history in CRM and vice versa
  • Operating procedures (without tasks) in Field to CRM
  • Work order tasks from Field to CRM
  • Usage quantity from Field to usagequantity or history CRM
  • Files (attached to a case) from/to CRM/Field
  • Meters & meter measurements from/to CRM/Field
  • Component change requests & meter requests from/to CRM/Field