Connecting Customer Data to Enneo
Integration options, configuration, and data synchronization
Various options are available for connecting the contract and customer database to Enneo. The following will explain these in detail.
Contract Import into Enneo via the API
This method is suitable for all those who wish to maintain control of their contract list while using the features of Enneo. Enneo serves as a secondary data storage, while contract management continues to be done via their own system.
Changes to contracts must be sent to Enneo via API calls to create, update, or delete data. This allows precise synchronization between the ERP system and Enneo. To make the import efficient, the API connection can be combined with cron-jobs, which update contract data from the ERP system to Enneo at regular intervals.
Data structures:
Real-time Contract Search via the API
With this method, Enneo does not directly store contracts, but retrieves them in real time via a custom API. This variant offers maximum flexibility as contract data are directly pulled from the connected system with each query.
The following APIs are required for this:
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Retrieval of a contract by contract ID: Used when Enneo needs current data for a specific contract.
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Retrieval of a customer by customer ID: Allows loading the latest customer data if a contract is updated.
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Search for contracts based on parameters: Used when Enneo’s AI extracts certain data (e.g., name, address, meter number, email) from an email and needs to identify suitable contracts.
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Search for contracts based on a string: Used when an agent searches for contracts via the search field. The API should support search requests by name, email, or other relevant data.
All API endpoints must return contract and customer data according to the Enneo data structures to ensure consistent integration.
The more data provided, the better Enneo’s AI works.
Natively Supported ERP Solutions
1. Powercloud
This method is suitable for companies that use Powercloud as their ERP system. Through native Powercloud integration, Enneo can seamlessly access contract data.
Setup:
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In Enneo, under Settings → ERP System, select the “Powercloud” option.
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Enter Powercloud API key and Powercloud host.
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Optionally, add the Enneo webhook target
demo.enneo.ai/api/mind/webhook/powercloud
as the export target for Powercloud events.
With this event pushing, Enneo automatically updates contract data, ensuring that agents always see the current customer data.
Enneo groups several events together to reduce the load on Powercloud. For example, five status changes in a contract lead to only one API request.
In addition to the night-time synchronization of Powercloud data, the event pushing provides real-time updates. This is particularly important since Powercloud only offers limited and slow search options. However, the Enneo integration enables quick search by meter number, phone number, email, or arbitrary free text terms.
A custom search logic can alternatively be included (see option 2). This variant is usually used when there are more than 1.5 million contracts or not all customers are managed in Powercloud, but in third-party CRM or ERP systems.
2. LynqTech
For companies that use LynqTech as their ERP system, Enneo offers a native LynqTech integration.
Setup:
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In Enneo, under Settings → ERP System, select the “LynqTech” option.
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Enter LynqTech API key and LynqTech host.
This integration enables a direct connection to the LynqTech contract list, making contract data smoothly available in Enneo.