Login / Register  search  syndication  about

          Jason Buss' Blog

Jason Buss on SalesLogix development & customization, SQL, and more.

Displaying external data in SageCRM with ASP

In my last blog post, I outlined how to display data from external database in SageCRM 200.  This week, I'm going to do the same thing, but instead of connecting to an external datasource through SageCRM, I'm going to display the data using a custom ASP page.  If you recall from my last post, we had to create a view so that we could include the required channelID field to be able to display the data in the Team CRM area.  One of the benefits of using a custom ASP page is that we can pull directly from the source table without having to add additional data elements.  Also, we have the ability to display this view almost anywhere in SageCRM.  With the other process, we couldn't add the page to Companies (for example) without establishing a relationship between the external data and company data.

First of all, we need to create a simple ASP page displaying the information we wish to see.  I'm going to pull in the same data as I did in my last example:

<html>
<body>
<%
set conn=Server.CreateObject("ADODB.Connection")
conn.Open"Provider=SQLOLEDB;UID=sa;PWD=CFXPASS;Data Source=crmDev;Initial Catalog=Northwind;"
set rs = Server.CreateObject("ADODB.recordset")
sql="SELECT orderdate, requireddate, shipaddress, shipcity from Orders"
rs.Open sql, conn
%>

<table border="1" width="100%">
<tr>
<%for each x in rs.Fields
    response.write("<th>" & x.name & "</th>")
next%>
</tr>
<%do until rs.EOF%>
    <tr>
    <%for each x in rs.Fields%>
       <td><%Response.Write(x.value)%></td>
    <%next
    rs.MoveNext%>
    </tr>
<%loop
rs.close
conn.close
%>
</table>

</body>
</html>

Save this file as "Northwind.asp".  Once the file is saved, it needs to reside in the CustomPages folder of the CRM installation.  Typically, this is found in "...\CRM\InstallName\WWWRoot\CustomPages".

Now that the asp page is saved and in the correct location, go to the same location we added the other Northwind tab.  This was under Administration->Advanced Customization->System Menus.  Once there, edit the "Channel" tab group to add the new tab.

 

Set the following properties:

  • Caption : in this case "Northwind Orders ASP" 
  • Action : Set this to customfile.  This will let SageCRM know that this a file in the CustomPages folder
  • Custom File : Enter the name of the custom ASP page. (Northwind.asp)

Click Add and then Save to add the new tab.  That's all there is to it!

 

This isn't meant to be an ASP tutorial, so the formatting is pretty simple. However, you can see how simple it is to add a custom ASP page to Sage CRM.

 

Thanks for reading!  Smile

What's This?
  
Bookmark and Share

About Jason Buss

   Jason is a senior application developer with Customer FX.



Related Content
   Using a Test Plan
So you have approved the Statement of Work (SOW) for some modifications and are awaiting the delivery of
Posted on Mar 13, 2014 by George Jensen to George Jensen's Blog
 
   Setting the Defaults on the Insert Account/Contact Duplicate Record View
When creating a new Account/Contact record in Saleslogix web, you have the ability to check for duplicat
Posted on Mar 10, 2014 by Jason Buss to Jason Buss' Blog
 
   Creating a Saleslogix Ticket Pretty Prefix and Suffix in External Applications
Some entities in SalesLogix, such as Tickets, use a "pretty key" as an easier to use value to r
Posted on Feb 28, 2014 by Ryan Farley to Ryan Farley's Blog
 
   Adding string formatting to values using WebEntityBinding
In a recent project, I needed to round numeric values displayed in the Opportunity Snapshot.  This
Posted on Feb 05, 2014 by Jason Buss to Jason Buss' Blog
 
   Error: StringConverter cannot convert 'String' to 'Boolean'
This error usually occurs because an entity property is set as the wrong datatype for it's underlying
Posted on Jan 03, 2014 by Jason Buss to Jason Buss' Blog
 
Comments

 

Twitter Trackbacks for Displaying external data in Sage CRM with ASP - The Customization Blog [customerfx.com] on Topsy.com said:

Pingback from  Twitter Trackbacks for                 Displaying external data in Sage CRM with ASP - The Customization Blog         [customerfx.com]        on Topsy.com

August 26, 2009 4:23 PM

Leave a Comment

(required)  
(optional)
(required)  
Add
All contents Copyright © 2014 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register