xEngine - CRM to Any System Integration

Xavor’s xEngine – CRM to Any System Integration allows your company to integrate CRM data with other enterprise systems.

What Can Xavor’s xEngine Do For Your Business?

xEnginexEngine provides basic infrastructure to connect CRM with other systems. Whenever an event is triggered in CRM, xEngine receives a message using the source adapter. The message persists in xEngine until it is picked up by the destination adapter.

Key services provided by xEngine are:

• Reliable Messaging to ensure that data is transferred to target systems

• Fault Tolerance so that no message is lost due to hardware/network failure

• Security and permission management

• Monitoring and Trouble Shooting

Adapter(s)Our team of Xavor consultants will implement a custom adapter for any given scenario.

The following out-of-the-box adapters include:

• Sage CRM • Dynamics CRM• Dynamics AX • Salesforce.com• Oracle

Agile PLM• Oracle E-Business

Suite (EBS)• EduNet • Dynamics GP• Oracle JD Edwards • MiSys ERP• MS SharePoint • Xavor PLM Portal• Different Database

Management Systems (MS SQL Server, Oracle, MySQL, SQLite)

• File System (.xml, .csv or .tsv), Network/Cloud storage locations

• FDA-UDI Submission • FTP, SFTP• REST, WCF,

WSDL Services• MS Office (Excel,

Access OR MS Project)

xavor.com

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xEngine - CRM to Any System Integration

Use Case Examples Xavor has the following use case examples around CRM:

Quality Case IntegrationWhen a Quality Case is created in CRM, xEngine immediately pushes the case details into the other system. In addition, you can keep all cases synced at all times if it changes on either side.

Opportunity Won – Creating Corresponding Sales Order in ERP SystemWhen integrating an opportunity with ERP, as soon as an Opportunity is won, a corresponding sales order is created within the ERP system.

Account, Product or Quantity On-Hand SyncAs soon as an Account or Product is created in CRM, the ERP system (or other system) reflects quantity on-hand changes. The corresponding item in CRM is also updated for reference and visibility for the sales team.

Technical Requirements for Integration with CRMIn addition to the xEngine System Requirements, the following set-up on the CRM side should be completed:

• API to create or access CRM Objects such as Opportunity, Customer or Case• A triggering mechanism that would push the data to xEngine on an Event (i.e. you may want to push case information to

the 3rd system as soon as its closed in CRM)• For communication on secure socket layer or SSL we will need SSL Certificates

For pricing options, contact Xavor today!

Headquartered in Irvine, California, Xavor has provided business and software consulting services to enterprise companies since 1995. Our team delivers products, services and apps to enhance adoption and extend productivity. We perform new implementations, data migrations, upgrades and process customizations focusing on the semicon-ductor, medical device and high-tech verticals.

Visit us at xavor.com

About Xavor Corporation

How xEngine Can HelpExtensible ArchitecturexEngine is designed to be extensible. New systems can be integrated and adapters can be implemented without any changes to the core infrastructure.

InteroperablexEngine provides standards-based inbound and outbound interfaces to receive and send messages.

Ease of DeploymentxEngine is quick to deploy and does not require complex configurations to make it work.

ConfigurableAll system configurations are stored in a database repository which can be updated via the web-based administration interface.

VisibilityxEngine maintains key information about message processing and tracks activities by audit log. The Management and Analytics module provides full system visibility using the web interface.

Scalable DesignxEngine’s modular design enables integrations to scale up to the participating system’s data volume and frequency.