To do some actions with CRM data you can use CRM API. Now we have authorization in API. For access in API you need:
- apiKey (Set in CRM Administration panel in Access inlay.)
- userName (Login of JIRA's user, which will perform all actions)
As now all actions will be performed under the JIRA's user, he owe to have all rights for access to methods (that rights are too in Access)
| For access to: | A user owe to have right: | Function properties: |
|---|---|---|
| getcontactbyname | CRM Main Menu | Return organization by name or ID |
| getcompanies | CRM Main Menu | Return list of all organizations |
| getcontacts | CRM Main Menu | Return contact by name or ID |
| sync | CRM Main Menu | Return list of all contacts |
| setcrmproperties | CRM Main Menu | |
| addcompany | Add companies | |
| setcontact | Add contacts |
How now owe to look method's calls :
http://crm-demo.teamlead.ru/plugins/servlet/crm/api?&apiKey=${apiKey}&userName=${userName}&command=sync
http://crm-demo.teamlead.ru/plugins/servlet/crm/api?&apiKey=${apiKey}&userName=${userName}&command=setcontact&companyName=Adobe&contactName=TedJohnson
http://crm-demo.teamlead.ru/plugins/servlet/crm/api?&apiKey=${apiKey}&userName=${userName}&command=setcontact&companyId=15&contactId=6
http://crm-demo.teamlead.ru/plugins/servlet/crm/api?&apiKey=${apiKey}&userName=${userName}&command=addcompany&clients-org_name=test Company Name&clients-org_www=test.com&tableName=CLIENTS&view-clients-org_industry=Consulting&view-clients-org_sla=SLA-1 Free
$ {apiKey} need replace on key's value adjusted in Plugin administration panel.
$ {userName} need replace on JIRA user's login.
Here is an examples of a new method's calls.
http://crm-demo.teamlead.ru/plugins/servlet/crm/api?&apiKey=${apiKey}&userName=${userName}&command=getcompanies
http://crm-demo.teamlead.ru/plugins/servlet/crm/api?&apiKey=${apiKey}&userName=${userName}&command=getcontacts
http://crm-demo.teamlead.ru/plugins/servlet/crm/api?&apiKey=${apiKey}&userName=${userName}&command=getcompanybyname&companyId=2
http://crm-demo.teamlead.ru/plugins/servlet/crm/api?&apiKey=${apiKey}&userName=${userName}&command=getcompanybyname&companyName=Atlassian
http://crm-demo.teamlead.ru/plugins/servlet/crm/api?&apiKey=${apiKey}&userName=${userName}&command=getcontactbyname&contactId=2
http://crm-demo.teamlead.ru/plugins/servlet/crm/api?&apiKey=${apiKey}&userName=${userName}&command=getcontactbyname&contactName=Mike Cannon-Brookes