Corporate project · Industrial manufacturer · In use
Databases, SQL and System Integrations
Integrations that move website enquiries into the CRM, asset records into a database and SAP data into reports: data is entered once and every system stays current.
- Database / SQL
- Integration
- Automation
- SQL ServerMySQL · SQLite · Postgres
- Web → CRMautomatic lead transfer
- Assetsequipment tracking online
- Scheduledautomatic reports & transfers
-- move new web form enquiries into the CRM
INSERT INTO crm_lead (source, company, product, created)
SELECT 'web', f.company, f.product, GETDATE()
FROM web_form AS f
WHERE f.transferred = 0;
UPDATE web_form SET transferred = 1 WHERE transferred = 0;Built for an industrial company. For confidentiality, the company name, logo, product/part codes and internal data are not shared; images are cropped accordingly. The code snippet is illustrative.
The need
Website enquiries, asset assignments and reports sat in different systems and were copied by hand. The same data was typed several times and current reports took time.
The solution
- Website form enquiries go straight into the CRM through an API.
- ASP.NET MVC and SQL based asset tracking: who has which device, since when.
- Scheduled automatic reporting with PowerShell and SQL; reports refresh themselves.
- A desktop tool (C# / WPF) that quickly filters large CRM data sets.
- A shared scheduler pattern that keeps SAP data in a SQL snapshot store on the server; the HR and logistics dashboards share it, so screens open fast even when SAP is slow.
- A report service returning sales and collections data from SAP as one JSON (in the test system, not yet in production). In the test system the collections total matched incoming payments exactly.
Delivered
- Database schemas and queries
- Integration services
- Asset tracking application
Technologies
- SQL Server
- T-SQL
- MySQL
- SQLite
- PostgreSQL (Supabase)
- PowerShell
- C# · ASP.NET MVC
- WPF
- REST API
Related services
Databases, SQL & IntegrationWorkflow AutomationSAP / ERP & ReportingLogo, Netsis & Canias ERP