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:- Retrieval of a contract by contract ID: Used when Enneo needs current data for a specific contract.
- Retrieval of a customer by customer ID: Allows loading the latest customer data if a contract is updated.
- 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.
- 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.
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:- In Enneo, under Settings → ERP System, select the “Powercloud” option.
- 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.
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 Enneo, under Settings → ERP System, select the “LynqTech” option.
- Enter LynqTech API key and LynqTech host.