从 ACT、Salesforce、Outlook、QuickBooks 等导出联系人

发布于 2024-08-25 10:56:08 字数 592 浏览 10 评论 0原文

哪些 API/SDK/软件工具可用于从流行的 CRM 和会计软件包导出联系人?

我想做的是在我的网络应用程序中提供一个地址簿,并有一个按钮“从 X 上传您的联系人”。然后,用户可以单击几个按钮,他的联系人就会自动从 X 上传。

一家名为 Plaxo 的公司有一个小部件 正是我正在寻找的,但是:

  1. 它们只支持有限数量的数据源(我对 ACT、Salesforce、Outlook 和 QuickBooks 最感兴趣),并且
  2. 它们只支持电子邮件地址。我对街道地址最感兴趣(“123 Main St,Anywhere,CA,90123”)

一家名为 Constant Contact 的公司拥有各种适用于流行 CRM 软件包的工具,例如 ACT、QuickBooks 和 Salesforce。这些工具将联系人上传到其 Constant Contact Web 应用程序中。当您登录 Constant Contact,单击“联系人”,然后单击“导入工具”时,您会看到许多工具。大多数需要下载。这基本上就是我想要的网络应用程序。

What API's / SDK's / software tools are available to export contacts from popular CRM and accounting packages?

What I'd like to do is offer an address book in my web application and have a button that says "Upload your contacts from X". The user could then click a few buttons and his contacts would be automagically uploaded from X.

A company called Plaxo has a widget that does exactly what I am looking for, BUT:

  1. They only support a limited number of data sources (I am most interested in ACT, Salesforce, Outlook, and QuickBooks), and
  2. They only support e-mail addresses. I am most interested in street addresses ("123 Main St, Anywhere, CA, 90123")

A company called Constant Contact has various tools for popular CRM packages, such as ACT, QuickBooks, and Salesforce. These tools upload contacts into their Constant Contact web application. When you login to Constant Contact, click on "Contacts" and click on "Import Tools," you get presented with a number of tools. Most require a download. This is basically what I want for my web app.

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oО清风挽发oО 2024-09-01 10:56:08

有一家名为 CloudSponge 的公司,但它们看起来就像 Plaxo 小部件,因为它们只适合导出来自最流行的电子邮件客户端的电子邮件地址。他们不支持 Quickbooks、ACT 或 Salesforce。

There is a company called CloudSponge, but they seem just like the Plaxo widget in that they are geared only for export of e-mail addresses from the most popular e-mail clients. They do not have support for Quickbooks or ACT or Salesforce.

半边脸i 2024-09-01 10:56:08

一种选择是创建通用导入工具,而不是与各种 API/SDK 集成,这可以是具有特定规范的 csv 格式,或者包含映射到工具以将列与字段匹配的工具。这样您就可以使用各种第 3 方应用程序的导出功能。

另一个可能更具限制性的想法是仅考虑与 Outlook(或其他平台上的其他普遍存在的系统)集成,其中与 Outlook 的同步可能已经内置于其他应用程序中?

One option, instead of integrating with the various API/SDKs would be to create a generic import facility, this could be a csv format that has a specific specification or include a mapping to tool to match columns with fields. This way you can use the Export features of the various 3rd party applications.

Another, possibly more limiting, idea would be to look at only integrating with Outlook (or other ubiquitous systems on other platforms) where syncing to Outlook is probably already built in to those other applications?

天煞孤星 2024-09-01 10:56:08

您可以尝试 Import2 (免责声明:我是联合创始人)。它还具有适用于您所描述的用例的 API。

You can try Import2 for that (disclaimer: I am co-founder). It also has API for the usecases like you described.

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