» Creating Customer Search Service for next4biz CSM to Consume

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Creating Customer Search Service for next4biz CSM to Consume

next4biz can query your customer database if provided with a valid end point and a structured XML response.

Depending on how a customer is represented in your company, there can be any number of CustomerFields, and the UniqueCustomerFieldCode values for those fields are to be provided by Formalis.

{CustomerCode} must be the unique identifier for each Customer. Your Customer Search Service should be able to be queried by {CustomerCode}, without the need to supply the rest of the parameters.

The format of the XML query is as follows

                                            
                                                <Customer>
	<CustomerCode>{CustomerCode}</CustomerCode>
	<CustomerEmail>{CustomerEmailAddress}</CustomerEmail>
	<CustomerHomePhoneNumber>{CustomerHomePhone}</CustomerHomePhoneNumber>
	<CustomerMobilePhoneNumber>{MobilePhone}</CustomerMobilePhoneNumber>
	<CustomerName>{CustomerName}</CustomerName>
	<CustomerSurname>{CustomerSurname}</CustomerSurname>
	<CustomerWorkPhoneNumber>{CustomerWorkPhone}</CustomerWorkPhoneNumber>
	<CustomerFields>
		<CustomerFields>
			<CustomerField>
				<CustomerFieldCode>{UniqueCustomerFieldCode}</CustomerFieldCode>
				<CustomerFieldValues>
					<CustomerFieldReferenceValue>{Text}</CustomerFieldReferenceValue>
				</CustomerFieldValues>
			</CustomerField>
		</CustomerFields>
	</CustomerFields>
</Customer>

The format of the XML response is as follows

                                            
                                                <Customers>
	<Customer>
		<CustomerID>{CustomerHomePhoneNumber}</CustomerID>
		<CustomerName>{CustomerName}</CustomerName>
		<CustomerSurname>{CustomerSurname}</CustomerSurname>
		<CustomerEmail>{CustomerEmail}</CustomerEmail>
		<CustomerHomePhoneNumber>{CustomerHomePhoneNumber}</CustomerHomePhoneNumber>
		<CustomerMobilePhoneNumber>
			{CustomerMobilePhoneNumber}
		</CustomerMobilePhoneNumber>
		<CustomerWorkPhoneNumber>
			{CustomerWorkPhoneNumber}
		</CustomerWorkPhoneNumber>
		<CustomerFields>
			<CustomerField>
				<CustomerFieldCode>{UniqueCustomerFieldCode}</CustomerFieldCode>
				<CustomerFieldValues>
					<CustomerFieldReferenceValue>{Text}</CustomerFieldReferenceValue>
				</CustomerFieldValues>
			</CustomerField>
		</CustomerFields>
	</Customer>
</Customers>