Capsule CRM Integration with Office 365, SharePoint and 100+

 

Capsule CRM data can be integrated and synchronized codelessly with 100+ external systems, on-premises or in the cloud, for example Microsoft Office 365, SharePoint, any SQL and other, using the Layer2 Cloud Connector.



Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple, effective and affordable solution. Features include contact manager, history including emails, document storage, opportunity/deal pipeline tracking, case/support management. 

 

Capsule Office 365 SharePoint Dynamics Integration

 

 Fig.: Capsule CRM can be integrated with various other systems using the Layer2 Cloud Connector.

 

Benefits of Capsule CRM Data Integration and Synchronization

 

Integrating Capsule CRM with other systems via Layer2 Cloud Connector has the following features and benefits:

 

  • Connect and sync your cloud-based Capsule CRM data with 100+ other data sources, cloud-based or local, e.g. Microsoft Office 365, SharePoint, Dynamics or SQL, keeping them always up-to-date.
  • High speed of implementation: No programming or tools required. Predefined sample connection templates included. Setup in a few minutes guided by wizards. Remote setup support (30 minutes are free).
  • Low risk in project: No installation or customizing for the Capsule CRM data source and the certain data destination required. Just install the connector on any computer in your network, in the cloud, or even your laptop.
  • Highest Security: Connection via secure web services (SSL). Disconnected systems: A connection is only required for data exchange and synchronization – not for end users work. Users do not have direct access to connected data sources. You don't have to open your network for the Internet. The application runs where your data resides today - on a server or client inside your corporate network. No data is exposed to 3rd-parties or clouds.
  • Highest performance: Can manage very large data sets, SharePoint lists and libraries. No 5,000 items limit. Can scale-out to multiple servers or to the Microsoft Azure Cloud, if required. No bulk-import, data changes are processed for synchronization.
  • Fully compatible with 3rd-party data providers: Data providers of almost any application vendors supported (e.g. Oracle, mySQL, IBM DB2), 3rd-party data providers, or included Layer2 data providers can be used to access 100+ data sources.
  • Virtually any data sources supported: ODBC, OLEDB, OData, SOAP, Microsoft .NET based providers, Files (Excel, XML, CSV, Text), RSS / XML feeds, SQL databases like MS SQL, SQL Azure, Oracle, MySQL, IBM DB2, IBM AS/400, IBM Informix; Notes, SharePoint, Office 365 (lists and libraries), local file system, cloud-based file stores, Exchange, Active Directory, Dynamics NAV/CRM, Navision, SAP and many more. More complex data sources, REST-based web services, custom COM, or .NET objects can be connected using 3rd-party add-ons. Cloud-to-cloud connections, e.g. to salesforce.com, Twitter, Facebook, Google, Amazon, BOX.NET and others are also supported.
  • Layer2 CSOM Data Provider included: You can connect and sync your Capsule CRM data with SharePoint lists and libraries on-premise or in the Office 365 / OneDrive for Business cloud.
  • Layer2 OData Data Provider included: You can connect your Capsule CRM data to all OData sources, e.g. Microsoft CRM/ERP or SAP via NetWeaver.
  • Layer2 XML Data Provider included: You can connect your Capsule CRM data to any XML-based files and web requests, and filter results by using XPath query language.
  • Layer2 RSS Data Provider included: Please note that this provider is also included as sample source code to build your own provider.
  • Layer2 Exchange Data Provider included: You can sync Capsule CRM data like contacts, tasks, calendar events, notes, and email to Exchange using Exchange Web Services (EWS). Exchange 2007, 2010, and 2013 are supported as well as Exchange Online. Shared & Site Mailboxes supported.
  • Layer2 SOAP Web Services Provider included: Connect Capsule CRM to to SOAP-based web services codeless with flexible parameters.
  • Very flexible sync options: Uni- and bi-directional sync are generally supported - depending on data provider. Execute a specific connection scheduled in background (Windows Service) or on demand (e.g. by command line). Sync all data or pre-selected subsets only. Select source and target folders, make use of additional no-delete, no-insert, no-update options.
  • Data type conversion included: Sync Capsule CRM data with SharePoint links, lookups, managed metadata, and more with advanced options.
  • Process integration: Raise change notifications and start workflows in the cloud, triggered on external Capsule CRM data changes. Find your Capsule CRM data changes in Delve via Office Graph. All features of native SharePoint lists and libraries are supported, e.g. views, sorting, filtering, grouping, search, mobile and offline access, social features like tagging and enterprise metadata, RSS feeds, change notifications per email, or workflows in the cloud on external data change. You can also add your own business logic.
  • Mobile and offline access: You can sync Capsule CRM data queries with Office 365 / SharePoint Online for data access from everywhere, with any device, at any time - also offline with write-back of changes.
  • Additional unmapped "SharePoint-only" columns can be created: Ranking, rating, managed metadata, comments or file attachments.
  • Data aggregation: Multiple connections can combine several different Capsule CRM data queries into one list.
  • Flexible logging and alerts: You can log to files, databases, and Windows Event Log via NLOG.
  • Free Shareware Edition: You can test the free Shareware Edition as long as you want or you can use in production with limited features. You can upgrade an evaluation / Shareware version to a licensed version at any time without new installation.
  • Flexible, cost-effective licensing: Personal or Professional Edition, depending on requirements. Licensing per installation (no user CALs, not bound to any SharePoint server or site, just a one-time fee - no data volume-related costs). Easy to setup and maintain.

Capsule CRM Specific Configuration Settings

 

To connect to Capsule CRM, the data source entity must be configured as follows in the Layer2 Cloud Connector Connection Manager:

 

Capsule CRM Example for Integration

 

Fig. Example configuration of the Layer2 Cloud Connector to access Capsule CRM XML output from the Party resource exposed by their API.

 

Please note the following Capsule CRM specific settings.

 

  • Select the Layer2 Data Provider for XML to connect. The provider is part of the Layer2 Cloud Connector ADO.NET provider package and should be already installed. You will find a Layer2 Data Provider for XML specification here.
  • You can use a connection string like this to connect:
    url=https://myCompany.capsulecrm.com/api/party; Authentication=Windows; User=<API Token>; Password=x;
  • For User, you must use the API Token, which is available under your user account preferences. See the Capsule API Documentation for more details.
  • For Password, you must use a dummy value. Example above has "x". This is also noted in the Capsule API Documentation.
  • You can make use of Xpath to query your data as supported by the data provider and source system. For any specification of supported queries see the provider documentation. You can map your data fields to specific external fields in the Layer2 Cloud Connector. Please take care about data types (simple type conversions are supported).
  • Please enter an appropriate primary key (column with unique values - "id" in this example), depending on query (see data preview for this).
  • The data provider supports read-only, no write support to the XML data source.
  • Data synchronization can be started manually in the Connection Manager, per command line or scheduled in background by the Layer2 Cloud Connector Windows Service. Only data changes are processed (no delete / bulk import).
  • No programming required for setup a connection and sync. No need to open your local network for access from outside.

 

Capsule CRM Data Integration Known Issues and Workarounds

 

Currently there are no known issues. Please contact [email protected] for help.

Capsule CRM Data Integration Scenarios

 

​You will find specific scenarios for Capsule CRM data integration here:

 

  • Connect and sync Capsule CRM data queries with SharePoint for better collaboration.
  • Push Capsule CRM data to Office 365 for better Office integration, mobile access, online and offline.
  • Push Capsule CRM data to Microsoft Exchange for mobile and offline access on any device (BYOD).
  • Sync Capsule CRM data entities with local databases like SQL Server or Oracle for better reporting.

 

Do you already have implemented any specific scenario? Just let us know to add it here. Can't find what you are looking for? Please contact [email protected] for help.

 

 

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