Connect your customer relationship management systems

You can connect your customer relationship management (CRM) systems to 10Duke Scale by integrating directly with the 10Duke Scale APIs.

The following flow is typically used in a direct API integration:

1. Map a CRM account to a 10Duke Scale licensee (customer).

   • Check whether the licensee already exists using the following API operations:

     • List licensees using the API operation GET /licensees.

     • Find a licensee by email using the API operation GET /licensees/actions/find-by-email.

     • Find a licensee by natural ID using the API operation GET /licensees/actions/find-by-naturalid.

   • If needed, create a new licensee or update an existing licensee using the following API operations:

     • For B2B accounts, provision a licensee using the API operation POST /licensees/actions/setup-organization.

     • For B2C accounts, provision a licensee using the API operation POST /licensees/actions/setup-user.

     • Update an existing licensee using the API operation PUT /licensees/{licenseeId}.

2. Map a CRM contact to a 10Duke Scale license consumer (optional).

   • Check whether the license consumer already exists using the following API operations:

     • List license consumers using the API operation GET /license-consumers.

     • Find a license consumer by email using the API operation GET /license-consumers/actions/find-by-email.

     • Find a license consumer by external reference ID using the API operation GET /license-consumers/actions/find-by-externalreference.

     • List and filter a licensee’s license consumers using the API operation GET /licensees/{licenseeId}/license-consumers.

   • If needed, create a new license consumer or update an existing license consumer using the following API operations:

     • Create a new license consumer using the API operation POST /license-consumers.

     • Update an existing license consumer using the API operation PUT /license-consumers/{licenseConsumerId}.

   • Associate a license consumer with a license by entitling the license consumer to use the licensee’s licenses. For example, enable access to licenses in the licensee’s default license container using the API operation POST /licensees/{licenseeId}/license-containers/default/actions/grant-access.

3. Map a CRM order, order product, and order line items to a 10Duke Scale license.

   Note that the terms used here, such as order and order line item, are generalized. Map these terms to the equivalent objects within your CRM system.

   • Issue licenses by product configuration using the API operation POST /licensees/{licenseeId}/licenses/actions/grant-by-product-config.

This is a simplified sequence example of a direct API integration: