Bernd Wiese's Avatar

Bernd Wiese

04 Sep, 2011 07:16 AM

Hello, is it possible to integrate Goalscape in our product (CRM) ? How is the data stored? Thank you for a hint, Sincerly, B. Wiese

  1. Support Staff 1 Posted by Richard Parslow on 04 Sep, 2011 06:23 PM

    Richard Parslow's Avatar

    Hello Bernd

    Thanks for your inquiry.

    The Goalscape data files (.GSPs) are XML files: you can see the syntax if you open one of your .GSP files with a text editing application. So you could probably build an export mechanism to generate .GSP files in order to see your CRM information in Goalscape's visual format.

    As far as importing from Goalscape is concerned, you can already export Goalscape data to XML (MS Project format), CSV and XLSX. Maybe your CRM tool can import one of those formats.

    Depending on the market value of an interface, we may consider building it ourselves; if we did so, the functionality would have to be available to all customers. If you would like a formal development proposal, please post again with details of the specific CRM tool you would like to integrate, its import mechanism and export file formats, and the approximate number of customers (worldwide).

    All the best!

    Richard Parslow
    Goalscape Software

  2. 2 Posted by Bernd Wiese I on 05 Sep, 2011 05:55 AM

    Bernd Wiese I's Avatar

    Hello Richard,

    thank you for answering.

    Our wish would be, that the source of Goalscape can be a Table in a database instead of XML-Files.
    In our case it´s MS SQL Server, we would create a view.

    It´s no problem to create the collums as you like it.

    Then we have the advantage to visualize the sales-goals (and maybe other) out of our CRM.

    Thanks, Bernd Wiese

    ISHA Daten mit Struktur

    -----Ursprüngliche Nachricht-----
    Von: Richard Parslow [mailto:[email blocked]]
    Gesendet: Sonntag, 4. September 2011 20:21
    An: [email blocked]
    Betreff: Re: API / SDK ? [Questions]

  3. Support Staff 3 Posted by Richard Parslow on 05 Sep, 2011 10:16 AM

    Richard Parslow's Avatar

    Great. Please let us know how you get on with this project – and include us in the mail-out when you announce your delivery of the new interface!

  4. Richard Parslow closed this discussion on 05 Sep, 2011 10:19 AM.

  5. Richard Parslow re-opened this discussion on 07 Oct, 2017 01:33 PM

  6. Support Staff 4 Posted by Richard Parslow on 07 Oct, 2017 01:33 PM

    Richard Parslow's Avatar

    Hello Bernd

    As you may have noticed, we have now delivered the 'Import CSV' feature we discussed!

    For more information (and a How-To video) see our blog article. The full requirements for the CSV source file are in our Knowledge Base.

    Keep achieving great goals!


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