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bendiy's picture
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I had some free time today so I decided to work on some plans to finish my uc_adresses module.

One concern raised by GileS was the need to normalize the data in the addresses table into a names table and an addresses table. This would allow for one name to have multiple addresses. As some of you who have read the above uc_addresses module post might know, I have been busy working on the implementation of PostBooks ERP solution from xTuple. Now that PostBooks has come into the picture for us, my original need for the uc_addresses module has changed and compounded from a simple address storage system for CRM use to a much more complex data interface for PostBooks.

I know PostBooks integration has been discussed in the past. I'm not sure if rickvug@drupal.org has pursued this any further, but here I am to say that I'm on board and will be working on this in the coming months.

I have outlined the first set of tables that would be needed for this integration. These tables are basically an expansion on the concepts for the uc_adresses module, but based off of the way PostBooks handles CRM data. I think they have a very good model to follow.

  • crmacct - CRM Account:one for each Drupal UID, can be a single web consumer or a business
  • custtype - CRM Customer Types: Consumer, Retailer, Distrubutor, Sales Rep, etc.
  • cntct - Contact: one for billing name and phone info, another can be a CRM correspondence contact for businesses
  • addr - Store Address info
  • shipto - Ship To: business or location name, preferred shipping method, tax authority, and sales rep assignment
  • rep - Sales Rep: commission, Drupal UID

I have attached a Access database with all of the tables setup. I know... it's Access, I just wanted to mock this up quickly.

Here are my goals for this module/integration:

  • Allow regular consumers to place orders on the site, but capture their CRM data outside of the orders table to allow for use with other modules; registation, newsletters, etc. These orders will be processed in Ubercart.
  • Allow Sales Reps to input orders for their customers through the website. These orders will be sent to PostBooks for processing
  • Allow our business customers to place orders through the website. These orders will be sent to PostBooks for processing.
  • Allow our business customers and Sales Reps to see full order history/status on the website that is pulled from PostBooks.

PostBooks now has support for XML importing of orders from a shopping cart. You can see a 5 minute video for that here. PostBooks also has a very nice API system for getting and receiving data.

I would like to know what the Ubercart developers think of this concept. I think my time frame for this would be closer to the time frame for Drupal 6.0 support. I know there are talks of some major changes when you migrate to 6.0. Would you consider adding the above tables into core and changing the check out forms to store CRM type data in them?

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PostBooks - Integration.zip21.57 KB
Ryan's picture
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Joined: 08/07/2007
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Re: Integration with PostBooks - ERP & CRM Address Tables

I'm not sure how robust the system is for importing into PostBooks, but if you can mimic the XML exported by Yahoo! that would be awesome. The whole receive an e-mail, drop it into a folder, then import it thing isn't a very good workflow, but it's better than nothing. It'd be awesome if you could do more than one at a time... Smiling

Best of luck!

(I'd recommend exporting orders based on a configurable order status. This is how I do it for the EDI module I wrote. Perhaps it creates a unique XML file for each one and just puts them in an FTP folder for you to go download them all from into your local import directory. Puzzled)

nedlilly's picture
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Joined: 04/06/2009
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UC and xTuple/PostBooks integration

bendiy, ryan:

Are you all still working on this? xTuple itself just reworked its own websites (www.xtuple.com, www.xtuple.org) with Drupal, and UC integration is on our to-do list.

We've already got a Drupal interface into our own CRM incident management (the integrated CRM module is part of the free PostBooks core of xTuple ERP).

Thinking about UC, one gating question is whether you're looking to do real-time integration directly into the views (as bendiy's Access mockup suggested), or a batch process with XML output from the store, as we illustrated in the Yahoo example. Either way works, depends on your needs.

We'll be rolling out an osCommerce integration first for an online store for xTuple add-ons (as we're already on Drupal 6) - but with UC2 on the horizon, we expect that will be our long-term preference, and we're already moving ahead with the beta.

If you guys, or anyone else, would be interested in collaborating, let us hear from you. Both the osCommerce and the Ubercart integration packs will be available as FOSS, as will the Drupal/xTuple CRM integration we've already completed.

Cheers,
Ned

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Ned Lilly
President and CEO
xTuple
119 West York Street
Norfolk, VA 23510
tel. 757.461.3022 x101
email: ned@xtuple.com
www.xtuple.com

Ryan's picture
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Joined: 08/07/2007
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Re: UC and xTuple/PostBooks integration

Hey Ned, great to hear from you! I never ended up pursuing an integration myself, and I'm not sure about any others really picking it up. I'll hold onto your contact information, though, as I'd love for Ubercart to have out-of-the-box ERP support. Be sure to let us know when the development needs testing and we'll pitch in if possible!