NB: The purpose is that as we populate the company with more background information we can pull this directly into an account planning template without needing to export and then reformat.

Excel has supported data access through Web Services for some time so it should be practical to hook it up with Solve.  We don’t have any specific examples to share.

Our API uses XML data format, REST commands and “Basic Authentication” (HTTP).  So you’ll need to rally the appropriate examples / references / code around these requirements.

I would also be interested in finding out how to extract selected data fields into Excel (and even Word) from Solve360 - does anyone have any examples of how to do this.

A usecase would be:
- collect key client information into Solve360.
- press a button of execute a Macro to push or extract that data out to Excel to do detailed calculations and formatting into an estimate document.
- return a copy of the finished Excel document back to the client Activity.

Does anyone have an example anywhere close to this they could share on how to do this in Solve360?

bcharters - Aug 14, 2010 11:02am

I would also be interested in finding out how to extract selected data fields into Excel (and even Word) from Solve360 - does anyone have any examples of how to do this.

A usecase would be:
- collect key client information into Solve360.
- press a button of execute a Macro to push or extract that data out to Excel to do detailed calculations and formatting into an estimate document.
- return a copy of the finished Excel document back to the client Activity.

Does anyone have an example anywhere close to this they could share on how to do this in Solve360?

Hey there,
Yes, this would require building a small application that would hook into Solve360. Basically we would take the business logic you sited above and convert it into executable code, test it, and then you’re good to go.
  This is a type of workflow automation, depending on how complex, could be very easy or difficult to do.
  If you’re looking for development, drop me an email adrian {at} vm-associates.com,
cheers

bcharters - Aug 14, 2010 11:02am

I would also be interested in finding out how to extract selected data fields into Excel (and even Word) from Solve360 - does anyone have any examples of how to do this.

A usecase would be:
- collect key client information into Solve360.
- press a button of execute a Macro to push or extract that data out to Excel to do detailed calculations and formatting into an estimate document.
- return a copy of the finished Excel document back to the client Activity.

Does anyone have an example anywhere close to this they could share on how to do this in Solve360?

This is beyond Solve360’s current “of the shelf capabilities”. It would require some sort of 3rd party customization.

I appreciate the candid feedback on this.

To simplify the request, what about merely a one way integration?  I.e. User enters key data into an Excel spreadheet and then uses clicks on a Macro in Excel to:
1) save the worksheet;
2) extract 10 to 15 key values from the Excel worksheet (including the clinet name) and call the Solve360 API to load those data values up to the matching client record.
3) Call the API to upload the full saved Excel worksheet document to the client record as a saves activity.

It seems possible to do from what I’ve read about the API, but not having done it before, I’m hoping to see some example code/integrations.

Anything like this appreciated - it can be sent confidentially directly to my e-mial if that is best.