Integrated Rentals to crmSeries

Integrated Rentals (IR) is not affiliated with crmSeries however within IR, webhooks can be configured to automatically send IR data to crmSeries. Follow the steps below to configure IR to send Rental data to crmSeries.

Creating IR Webhooks

1. Log into IR as system administrator.
2. Select the Pancake Menu at the upper left of IR.
   
3. Select Admin, Credentials.
   
4. Select Add Credentials button.
   
5. Complete the Credential Add form fields.
   1. Type – Select Unknown
   2. Name – crmSeries
   3. User Name – Enter a valid username.
   4. Password – Enter a valid password..
   5. Select the Save button
      
   6. Select the IR Pancake menu Upper Left and select Admin, Webhooks.
      
   7. Select the Add Button
      
   8. Enter the Webhook form values shown below.
      1. Credentials: Select Unknown Username: crmSeries
      2. URL: https://crmseriescustomintegrations.azurewebsites.net/api/ProcessIRWebhook?code=m7LNPO6tozH3z7SfXAdW5fmYM7G5wEu4I2nslskFxi_vAzFugNf9jg==
      3. Method: POST
      4. Authentication: Basic
      5. Days To Run: Select the days the IR Webhook will be active.
         
      6. Enter the Customer Request Headers
         1. Field Name: apikey
         2. Value: Enter your API Key (Contact crmSeries for your API Key)
         3. Select the Green + Button to add the Values
            
      7. Enter additional Customer Request Headers
         1. Field Name: webhook
         2. Value: agreementCreated
         3. Select the Green + Button
            
      8. Enter the Event Subscriptions
         1. Type: Select Agreement Created
         2. Data Transfer Object: Select ContractDto
         3. Select the Green + Button
            
      9. Select the Add Button
         
      10. Follow the steps 6 – 10 for the additional Subscriptions
          1. Agreement Updated
             
          2. Agreement Returned