{"id":25499,"date":"2021-05-28T08:32:25","date_gmt":"2021-05-28T08:32:25","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25499"},"modified":"2021-05-28T08:32:28","modified_gmt":"2021-05-28T08:32:28","slug":"using-restful-api-in-sage-crm-part-2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/05\/28\/using-restful-api-in-sage-crm-part-2\/","title":{"rendered":"Using RESTful API in Sage CRM \u2013 Part 2"},"content":{"rendered":"\n

Sage CRM<\/a> RESTful API is developed to connect Sage CRM with other applications. We can manipulate data in Sage CRM using standard HTTP Methods such as GET, POST, PATCH, and DELETE. REST API is easy to use in all programming languages, we can use it to transfer data between Sage CRM and external applications.<\/p>\n\n\n\n

In previous blog, we discussed how to call RESTful API in ASP.NET project with the help of standard HTTP methods. Below is the link for the same.<\/p>\n\n\n\n

Related Post:<\/strong><\/em> Using RESTful API in Sage CRM \u2013 Part 1<\/a><\/p>\n\n\n\n

RESTful API is an excellent choice of technology to use with mobile applications and web projects or to build user interface (UI) for creating, reading, updating, and deleting records of an entity in Sage CRM.<\/p>\n\n\n\n

In this blog, we are going to discuss how to host an ASP.NET project in IIS Server as well as how to display web form in Sage CRM system to perform insert, read, update, and delete operations. Once you are done with building UI using RESTful API now it is time to host the project and call web form in Sage CRM.
Refer following steps to achieve the same –<\/p>\n\n\n\n

Host project in IIS Server:<\/strong><\/p>\n\n\n\n

  1. From windows run command, open the IIS server by typing inetmgr.<\/li>
  2. In the Connections pane, expand the server, then expand Sites, and then right click on the Default Web site to which you want to add an application.<\/li>
  3. In the Add Application dialog box, enter information in the Alias and Physical path text boxes, and then click OK. You can refer below screen shot for your reference.<\/li><\/ol>\n\n\n\n
    <\/a>\n\n
    Hosting Application in IIS Server<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n

    4. Once you host an application, you can test whether the hosted application is working or not. To do the same, right click on the application and select \u201cManage application\u201d and then click on browse.<\/p>\n\n\n\n

    Calling web form in Sage CRM:<\/strong><\/p>\n\n\n\n

    1. Once you are done with the application hosting in IIS Server, you have to call this application in Sage CRM. To do the same create ASP page and add below code.<\/li><\/ol>\n\n\n\n
      <\/a>\n\n
      ASP Page to call hosted application in CRM<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n
      1. Once you add code from step no. 1, save the ASP page at below path:
        {drive}:\\Program Files (x86)\\Sage\\CRM{installName}\\WWWRoot\\CustomPages<\/strong><\/li><\/ol>\n\n\n\n
        1. Now login in Sage CRM with admin user. Here we are considering example of notes against company entity.<\/li>
        2. Go to Administration –> Customization –> Company<\/strong> and click on Tabs<\/strong>.<\/li>
        3. Now click on Company hyperlink from Tab Group Name<\/strong>.<\/li>
        4. Add the new tab which display the application hosted in IIS Server. Enter the information like Caption, Action, and Custom File then click on Add<\/strong> icon button to add the new tab against the Company entity. You can refer the below screen shot.<\/li><\/ol>\n\n\n\n
          <\/a>\n\n
          Add Tab to display hosted application against Company<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

          Once you are done with both the steps i.e., hosting application and calling web form in Sage CRM against the Company entity. Now go to the company summary and click on the newly added tab. You can see the application which is created for performing insert, read, update, and delete operation for an entity records in Sage CRM.<\/p>\n\n\n\n

          <\/a>\n\n
          Hosted Application against the Company<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

          In this way you can easily use Sage CRM RESTful API and perform the insert, read, update, and delete operation for an entity records in Sage CRM. Also, with the help of this blog you can call the web form in Sage CRM application itself. Sage CRM RESTful APIs are available for primary entities as well as secondary entities.<\/p>\n\n\n\n

          About Us<\/strong><\/span><\/p>\n\n\n\n

          Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

          Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

          Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

          For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

          Sage CRM RESTful API is developed to connect Sage CRM with other applications. We can manipulate data in Sage CRM using standard HTTP Methods such as GET, POST, PATCH, and DELETE. REST API is easy to use in all programming languages, we can use it to transfer data between Sage CRM and external applications. In\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,9,40,70,71,73,92,98,109,136,180,181,182,189,192,332,333,334,335,3985,3986],"tags":[4409,4403,720,893,945,4408,4411,3541,4406,1749,4407,4394,4401],"class_list":["post-25499","post","type-post","status-publish","format-standard","hentry","category-net-api","category-account","category-browser","category-communication","category-company","category-configuration","category-custom-entity","category-customization","category-debug","category-enhancements","category-iis","category-iis7","category-iisreset","category-information","category-integration-sage-crm","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-2019-r1","category-sage-crm-2019-r1-sage-crm-2018-crm72","tag-and-delete","tag-calling-web-form-in-sage-crm","tag-company","tag-customization","tag-delete","tag-get","tag-iis-server","tag-inetmgr","tag-manage-application","tag-patch","tag-post","tag-sage-crm-restful-api","tag-using-restful-api-in-sage-crm-part-2"],"yoast_head":"\nUsing RESTful API in Sage CRM \u2013 Part 2 - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/05\/28\/using-restful-api-in-sage-crm-part-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using RESTful API in Sage CRM \u2013 Part 2 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM RESTful API is developed to connect Sage CRM with other applications. 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