使用 Web 服务将报价导入 vtiger crm

我需要将报价导入到vtiger。 我发现可以使用 vtiger Web 服务 API 来完成

我找到了参考手册：https://wiki.vtiger.com/archives/index.php/vtiger510:Webservice_reference_manual https://wiki.vtiger.com/archives/index.php/vtiger510:Webservice_reference_manual

但我找不到任何示例 PHP 脚本，也找不到我需要传递到的数据字段webservice.php.

请帮忙，我需要一些指导。

我做了类似的事情，我有一个快速且（相当）肮脏但有效的解决方案：

<?php

function createOffer($account_id,$subject,$offerlanguage, $totalamount,$date_submission,$date_decision,$date_start,$assigned_user_id,$quotestage,$winningchance,$description,$productarray){

        global $adb;

        $endpointUrl = "[your URL]/webservice.php";
        $userName="admin";
        $userAccessKey = '[your accesskey]';

        $httpc = new HTTP_CLIENT();

        //getchallenge request must be a GET request.
        $httpc->GET($endpointUrl."?operation=getchallenge&username=".$userName);

        $response = $httpc->currentResponse();
        //decode the json encode response from the server.
        $jsonResponse = Zend_JSON::decode($response['body']);

        //check for whether the requested operation was successful or not.
        if($jsonResponse['success']==false)
            //handle the failure case.
            die('getchallenge failed:'.$jsonResponse['error']['errorMsg']);

        //operation was successful get the token from the reponse.
        $challengeToken = $jsonResponse['result']['token'];
        //create md5 string concatenating user accesskey from my preference page
        //and the challenge token obtained from get challenge result.
        $generatedKey = md5($challengeToken.$userAccessKey);

        //getchallenge request must be a GET request.
        $httpc->post("$endpointUrl",
                        array('operation'=>'login', 'username'=>$userName, 'accessKey'=>$generatedKey), true);
        $response = $httpc->currentResponse();

        //decode the json encode response from the server.
        $jsonResponse = Zend_JSON::decode($response['body']);

        //operation was successful get the token from the reponse.
        if($jsonResponse['success']==false)
            //handle the failure case.
            die('login failed:'.$jsonResponse['error']['errorMsg']);

        //login successful extract sessionId and userId from LoginResult to it can used for further calls.
        $sessionId = $jsonResponse['result']['sessionName'];
        $userId = $jsonResponse['result']['userId'];

        $currency_id=1;
        $params =  array('description'=>$description,'subject'=>$subject,'quotestage'=>$quotestage,'assigned_user_id'=>'2x'.$assigned_user_id,'account_id'=>'3x'.$account_id,'cf_682'=>$offerlanguage,'currency_id'=>'21x'.$currency_id,'taxtype'=>'group','cf_683'=>$date_submission,'cf_684'=>$date_decision,'cf_685'=>$date_start,'cf_766'=>$winningchance);

        $urlArgs = "?&total=".$totalamount;
        //encode the object in JSON format to communicate with the server.
        $objectJson = Zend_JSON::encode($params);
        //name of the module for which the entry has to be created.
        $moduleName = 'Quotes';
        //sessionId is obtained from loginResult.
        $params = array("sessionName"=>$sessionId, "operation"=>'create', "element"=>$objectJson, "elementType"=>$moduleName);
        //Create must be POST Request.
        $httpc->post($endpointUrl.$urlArgs, $params, true);
        $response = $httpc->currentResponse();
        //decode the json encode response from the server.
        $jsonResponse = Zend_JSON::decode($response['body']);

        $savedObject = $jsonResponse['result'];
        $id = $savedObject['id'];   

        $id=str_replace("13x", "", $id);

        echo $id." offer: ".$subject." created for amount ".$totalamount." for customer: ".$account_id." assigned to: ".$assigned_user_id;

        return $id;

    }

正如您所看到的，还有一些自定义字段，因此您可以看到我是如何处理这些字段的。

你可以这样调用这个函数：

createOffer($account_id, $subject, $offerlanguage, $totalamount, $date_submission, $date_decision, $date_start, $assigned_user_id, $quotestage, $winningchance, $description, $productarray)

然后您还需要添加产品，我发现通过单独的功能最简单，因为每个报价可以有更多产品......

<?php

function createProducts($productarray,$id) {
    $counter = 1;
    foreach ($productarray as $prod) {
        $query ="insert into vtiger_inventoryproductrel(id, productid, sequence_no, quantity, listprice) values(?,?,?,?,?)";
        $qparams = array($id,$prod['prod'],$counter,$prod['pcs'],$prod['price']);
        $productadded=$adb->pquery($query,$qparams);
        $counter=$counter+1;
    }
}

像这样使用它：

$prodlist = array();

array_push($prodlist,array('prod'=>"prod1",'pcs'=>2,'price'=>1000));
array_push($prodlist,array('prod'=>"prod2",'pcs'=>2,'price'=>100));

createProducts($prodlist,10);

所以我的逻辑是这样的：

• 您使用 createOffer 函数创建报价。它返回新创建的报价的 ID
• 然后构建产品数组（我这里只有非常基本的数据）并通过引用报价 ID 来添加它

也许不是最漂亮的解决方案，但确实有效。