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Version: 1.9.0

DaData Integrations

Integrations with the DaData service are available to you in the B2B CRM application. They automatically complete the fields of the Customer Company (crm_customer_company) table and its child tables' forms with the data received from the DaData external service if the TIN or Email is specified.

Activate the integrations​

tip

Roles required: admin, crm_admin.

To activate the integrations on your instance, complete the following steps:

  1. Sign up to the API provider website.

  2. Confirm your email.

  3. Navigate to your profile.

  4. In the Keys section click generate under the API key. Copy the generated key.

  5. Open the DaData: Company by TIN integration located at the {your instance URL}/record/crm_integration/174057052208423233 address. When this integration is active, the following fields are completed automatically on the Customer Company (crm_customer_company) table and its child tables' forms if the TIN is specified:

    • Full name
    • Name
    • Website
    • Email
    • Phone number
    • CEO
    • Revenue, mln
    • Income, mln
    • Expenses, mln
    • Industries as per OKVED
    • Address
    • Number of branches
    • Detailed company state
    • Annual average headcount
    • Domain

  6. Paste the copied key into the Access token field. Ensure that the Active checkbox is selected and click Save or Save and exit.

  7. (optional) Repeat steps 5-6 for the DaData: Company by email integration located at the {your instance URL}/record/crm_integration/174057052208423233 address. For this integration to work, you need to additionally specify the Secret key from the DaData profile in the third line of the integration script.

When the integration is active, the system makes requests to the external system to find the company by the specified email in case it failed to find the company by TIN. After that, based on the received data, it autocompletes the TIN field and the fields listed in the DaData: Company by TIN integration.

As a result, the fields listed above will be completed automatically on the Customer Company table's and its child tables' forms when all of the following conditions are met:

  • the TIN or Email field value is specified (depending on which integration is active),
  • you have saved the record,
  • the DaData service has a record with the specified TIN or email.

If any of the specified conditions is not met, the fields are not completed automatically.

caution

When any of the two integrations with DaData is active, each saving of the Customer Company (crm_customer_company) table and its child tables' records triggers synchronization with DaData. If the values of the fields updated through the integration differ from the received data, these values are overwritten.

Deactivate integrations​

To deactivate an integration, go to the integration form, 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 recordResponse 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. Query data: {"query": }401
Connection to {url} failed. The email is not confirmed, the balance is insufficient to process the request, or the API key is invalid. Please confirm your email, refill your balance, or check your API key. 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 failed to {url}. Internal service error. Query data: {"query": }500, 502, 503, 504