XML Sync
By using XML sync, customer data stored in another system will be available and up-to-date in MiniCRM as well. Please consult the updated Integration Manual of MiniCRM available here.
API vs. XML Sync
-
MiniCRM API: It makes real-time data access possible. You can make queries, send data requests, or update customer data in MiniCRM. Use API if the identification logic is unique, the data you want to import depends on data stored in MiniCRM, or the number of opportunity cards you want to move is relatively low.
-
XML Sync: One-way data sync to MiniCRM from another system. This way, basic, CRM-related customer information can be synced daily to MiniCRM. Use XML sync if huge quantity of data has to be added to MiniCRM. Data is not added in real-time, the ideal update period is couple of hours / 1 day.
The other system prepares a file in XML format. MiniCRM downloads and processes it in reaction to an API call. MiniCRM updates the already existing data and creates new ones if it is necessary. There is no need to resend all opportunity cards/fields by every sync. MiniCRM can accept XML files that contain only modified data.
XML sync is suitable to update even millions of opportunity cards.