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CRM.COM
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& POS Product Synchronization
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What is a CRM.COM Product?
Products are physical goods that can be used by any type of business transaction within CRM.COM software. Products are classified into services and physical goods. They can be sold rented or simply used by customers through multiple business events such as subscriptions, jobs, activities, direct sales and can also be awarded to reward participants through rewards
In addition, Products in CRM.COM have the following attributes that are used to determine their operational characteristics, define trademarks and group products based on common physical characteristics
- Product Type
- Product Brand
- Product Family
- Product Categories
Product Type
Product Type is used to determine the operational characteristics of products, and classify a product as a physical good or a service and what kind of a good or service is (i.e. termed, usage, traceable, non-traceable). For POS integration purposes, all products should have a product type that classifies products as non-traceable physical goods.
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| No. | Product | Product Type | Product Brand | Product Family | Product Categories |
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| 1 | Galaxy Note 9 | Technology | Samsung | Smartphones | Smartphone, Android phone, Octa-core processor |
| 2 | Samsung MU6070 | Technology | Samsung | QLED TV | TV, QLED, 4K resolution |
| 3 | Brownie | Chocolates | Yummy Chocolates | Chocolates | Brownie, Chocolate, Diary |
| 4 | Iced Caramel Latte | Coffee Latte | Coffee Brewers | Coffee Latte | Coffee, Milk, Latte, Syrup |
How
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Product Synchronization between POS and CRM.COM works
Product Synchronization can be achieved using CRM.COM Web API methods that a POS system can call periodically in order to synchronize products information that exists in the POS with the ones in CRM.COM, resulting into creating new products or update existing ones. Prior product synchronization, the merchant that owns the POS system should map correctly the POS product information with the CRM.COM product information (a suggested mapping was described previously, where we presented the various product attributes)
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Acquiring an authentication token can be accomplished by using one of the following methods
- Web API Key
- Username & Password
Username & Password ExampleAuthentication Recommended Method
The recommended method of authentication is using Web API Keys of a "System Key" classification. Web API Keys are assigned to specific users in order to access a specific organization and can be used to authenticate users through Web API, resulting to an authentication token that can subsequently be used by other Web API calls, without any data restrictions
The authentication Web API call that should be performed is POST authentication/web_api_key/token (based on HTTP Basic Auth)
Using Fields Set
CRM.COM Web APIs offer the possibility to select the fields that will be retrieved from each API method by specifying the "fields_set" input parameter. Using such parameter provides the ability to filter the response object and retrieve only the fields that will be used for the implementation. If "fields_set" is not specified, then all fields will be retrieved
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