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