DaData Integration
An integration with the DaData service is available to you in the B2B CRM application. This integration automatically completes the Full name field of the Customer Company (crm_customer_company) form if the TIN is specified. The legal full name is received from the DaData external service.
Activate the integration
Role required: admin, crm_admin.
To activate the integration on your instance, complete the following steps:
- Sign up to the API provider website.
- Confirm your email.
- Navigate to your profile.
- In the Keys section click generate under the API key. Copy the generated key.
- Proceed to {your instance URL}/record/crm_integration/174057052208423233 to open the DaData integration record.
- In the Access token field, paste the copied key. Ensure that the Active checkbox is selected and click Save or Save and exit.
As a result, the Full name field is completed with the company legal name in the Customer Company form if the TIN is specified and there is a record with such a TIN in the DaData service. If there is no such record, the field is empty.
Deactivate the integration
To deactivate the integration, proceed to {your instance URL}/record/crm_integration/174057052208423233, clear the Active checkbox and click Save or Save and exit.
Possible errors
When integration errors occur, a corresponding record is added to the Main Log:
Main Log record | Response code |
---|---|
Connected to {url}. The request body is missing. Query data: {"query": } | 200 |
Connection to {url} failed. The request is invalid. Query data: {"query": } | 400 |
Connection to {url} failed. The request is missing an API key or secret key, or the key is invalid. Query data: {"query": } | 401 |
Connection failed to {url}. The email is not confirmed or the balance is insufficient to process the request, refill your balance. Query data: {"query": } | 403 |
Connection to {url} failed. The request must use the POST method. Query data: {"query": } | 405 |
Connection to {url} failed. Too many requests per second or new connections per minute. Try again later. Query data: {"query": } | 429 |
Connection to {url} failed. Too many requests per second or new connections per minute. Try again later. Query data: {"query": } | 500, 502, 503, 504 |