销帮帮如何和金蝶云星空对接
销帮帮介绍
销帮帮平台是一款以客户关系管理为基础,集团队协作、营销推广、数据分析于一体的SAAS型企业管理平台。其开放API接口包括用户认证、客户信息、用户任务、销售记录、事务记录等,可方便企业对平台的二次开发和集成。在应用方面,销帮帮平台可以帮助企业实现客户管理、营销活动、销售拓展、任务协调、数据分析等工作。同时,其良好的用户体验和强大的数据分析能力,也为企业提供了更加智能和高效的管理模式。总之,销帮帮平台通过API开放接口的设计,实现了多种业务应用的互联互通,为企业提供了更完美的企业管理解决方案。
销帮帮API接口地址:https://profapi.xbongbong.com/#/authority
销帮帮和金蝶云星空常见对接流程
1配置连接器
上面的host,请配置
https://proapi.xbongbong.com
2:新建集成方案选择对应,按照下面步骤创建集成方案
1:首先查询业务对应的表单ID,通过下面接口查询 /pro/v2/api/form/list
2:表单业务类型。businessType配置如下字段
表单业务类型,客户:100,合同订单:201,退货退款:202,销售机会:301,联系人:401,跟进记录:501,回款计划:701,回款单:702,销项发票:901,供应商:1001,采购合同:1101,采购入库单:1404,其他入库单:1406,销售出库单:1504,其他出库单:1506,调拨单:1601,盘点单:1701,产品:2401;报价单:4700;线索:8000;市场活动:8100;仓库:1801;工作报告:2101;日报:2102;周报:2103;月报:2104;访客计划:601;自定义表单:不传
3:请求得到对应的表单字段ID。
3:查询对应表单字段说明,接口:/pro/v2/api/form/get
4:查看返回数据字段说明
{ "code": 1, "msg": "操作成功", "result": { "explainList": [ { "attr": "text_15", "attrName": "客戶是否首单新签", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 3, "items": [ { "checked": false, "color": "#646566", "isOther": 0, "text": "新签", "value": "3231f6c2-4566-27d3-524f-84b931a0b288" }, { "checked": false, "color": "#646566", "isOther": 0, "text": "复购", "value": "5dec97ff-13f0-5113-9471-eb43e656e311" } ], "required": 1, "showType": 0 }, { "attr": "serialNo", "attrName": "合同编号", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 10019, "items": [], "noRepeat": 1, "required": 1, "serialNumber": { "dateFormat": "all", "numberDigit": 3, "postfix": "", "prefix": "SO.", "resetCycle": 1, "startNum": 1 }, "showType": 0 }, { "attr": "file_1", "attrName": "合同附件", "dateType": "yyyy-MM-dd HH:mm", "fieldType": 8, "items": [], "required": 0, "showType": 0 }, { "attr": "text_2", "attrName": "客户名称", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 20001, "items": [], "noRepeat": 0, "required": 1, "showType": 0 }, { "attr": "text_16", "attrName": "客户名称1", "dateType": "yyyy-MM-dd HH:mm", "fieldType": 1, "items": [], "noRepeat": 0, "required": 0, "showType": 0, "verifyRule": "" }, { "attr": "date_3", "attrName": "客户创建日期", "dateType": "yyyy-MM-dd", "fieldType": 4, "items": [], "required": 0, "showType": 0 }, { "attr": "date_4", "attrName": "首次成交日期", "dateType": "yyyy-MM-dd", "fieldType": 4, "items": [], "required": 0, "showType": 0 }, { "attr": "text_17", "attrName": "线索信息来源", "dateType": "yyyy-MM-dd HH:mm", "fieldType": 1, "items": [], "noRepeat": 0, "required": 0, "showType": 0, "verifyRule": "" }, { "attr": "text_8", "attrName": "签订人", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 10009, "items": [], "noRepeat": 0, "required": 1, "showType": 0 }, { "attr": "date_1", "attrName": "签订日期", "comboType": 0, "dateType": "yyyy-MM-dd", "fieldType": 4, "items": [], "noRepeat": 0, "required": 1, "showType": 0 }, { "attr": "text_26", "attrName": "是否跨年复购客户", "dateType": "yyyy-MM-dd HH:mm", "fieldType": 1, "items": [], "noRepeat": 0, "required": 0, "showType": 0, "verifyRule": "" }, { "attr": "date_2", "attrName": "交付日期", "comboType": 0, "dateType": "yyyy-MM-dd", "fieldType": 4, "items": [], "noRepeat": 0, "required": 0, "showType": 0 }, { "attr": "text_6", "attrName": "合同状态", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 3, "items": [ { "isOther": 0, "text": "签约", "value": "1" }, { "isOther": 0, "text": "执行中", "value": "2" }, { "isOther": 0, "text": "完毕", "value": "3" }, { "isOther": 0, "noDel": 1, "noEdit": 1, "text": "终止", "value": "4" } ], "noRepeat": 0, "required": 1, "showType": 0 }, { "attr": "ownerId", "attrName": "负责人", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 10017, "items": [], "multiple": 1, "noRepeat": 0, "required": 1, "showType": 10 }, { "attr": "coUserId", "attrName": "协同人", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 10018, "items": [], "noRepeat": 0, "required": 0, "showType": 10 }, { "attr": "array_4", "attrName": "关联产品", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 20004, "items": [], "noRepeat": 0, "required": 1, "showType": 0, "subFieldList": [ { "attr": "text_1", "attrName": "产品名称", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 10008, "noRepeat": 0, "required": 1, "showType": 0 }, { "accuracy": 2, "amountFlag": 1, "attr": "num_1", "attrName": "单价", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 6 }, { "accuracy": 2, "attr": "num_4", "attrName": "折扣(%)", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 1, "showType": 0 }, { "accuracy": 2, "amountFlag": 1, "attr": "num_6", "attrName": "售价(元)", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 1, "showType": 0 }, { "accuracy": 2, "attr": "num_3", "attrName": "数量", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 1, "showType": 0 }, { "attr": "text_3", "attrName": "备注", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 7, "noRepeat": 0, "required": 0, "showType": 0 }, { "accuracy": 2, "attr": "num_13", "attrName": "出库数量", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 6 }, { "accuracy": 2, "attr": "num_15", "attrName": "未出库数量", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 6 }, { "accuracy": 2, "attr": "num_16", "attrName": "退货数量", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 6 }, { "accuracy": 2, "amountFlag": 1, "attr": "num_5", "attrName": "售价小计", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 6 }, { "accuracy": 2, "attr": "num_12", "attrName": "库存数量", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 3 }, { "accuracy": 2, "attr": "num_18", "attrName": "已采购数量", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 3 }, { "attr": "text_9", "attrName": "状态", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 1, "noRepeat": 0, "required": 0, "showType": 3 } ] }, { "accuracy": 2, "amountFlag": 1, "attr": "num_27", "attrName": "其它费用", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "items": [], "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 1, "showType": 0 }, { "accuracy": 2, "amountFlag": 1, "attr": "num_28", "attrName": "优惠金额", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "items": [], "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 1, "showType": 0 }, { "accuracy": 2, "amountFlag": 1, "attr": "num_1", "attrName": "合同金额", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "items": [], "noRepeat": 0, "numericalLimits": { "max": 100000000000, "min": 0 }, "numericalLimitsFlag": 1, "required": 1, "showType": 0 }, { "attr": "array_1", "attrName": "应收款", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 20013, "items": [], "noRepeat": 0, "required": 1, "showType": 8 }, { "attr": "array_5", "attrName": "付款时效", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 10001, "items": [ { "checked": false, "isOther": 0, "text": "款到排产", "value": "ad61c7c9-89c9-c1da-b86d-35f821a63104" }, { "checked": false, "isOther": 0, "text": "款到发货", "value": "a219bd9b-027a-3647-9710-4008c684f4ab" }, { "checked": false, "isOther": 0, "text": "票到付款", "value": "94f971b0-09e6-1715-5365-af527e540142" }, { "checked": false, "isOther": 0, "text": "1个月内付款", "value": "f90d067c-31ed-a1f8-6e98-99942c4961e5" }, { "checked": false, "isOther": 0, "text": "1-2月内付款", "value": "4e695ecb-1db2-554c-a267-3f7e169bf3fb" }, { "checked": false, "isOther": 0, "text": "2个月以上付款", "value": "781bec97-c305-69b7-5ad5-aa0864f5c3b5" } ], "required": 1, "showType": 0 }, { "attr": "text_23", "attrName": "折扣", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 3, "items": [ { "checked": false, "isOther": 0, "text": "7折及7折以上", "value": "cd20da62-423a-e5dd-0e88-48327de11f87" }, { "checked": false, "isOther": 0, "text": "5折及5折以上", "value": "2416e1e4-f3df-cc0e-daf8-6ae308c3001f" }, { "checked": false, "isOther": 0, "text": "5折以下(不含5折)", "value": "1c8f88ca-4b3d-9e96-11c0-fcc7706ee687" } ], "required": 1, "showType": 0 }, { "accuracy": 2, "amountFlag": 1, "attr": "num_2", "attrName": "合同成本", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "items": [], "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 6 }, { "attr": "text_24", "attrName": "区域", "dateType": "yyyy-MM-dd HH:mm", "fieldType": 1, "items": [], "noRepeat": 0, "required": 0, "showType": 0, "verifyRule": "" }, { "accuracy": 2, "amountFlag": 1, "attr": "num_25", "attrName": "合同毛利", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "items": [], "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 6 }, { "attr": "text_25", "attrName": "是否型号询价", "dateType": "yyyy-MM-dd HH:mm", "fieldType": 1, "items": [], "noRepeat": 0, "required": 0, "showType": 0, "verifyRule": "" }, { "accuracy": 2, "attr": "num_3", "attrName": "合同毛利率", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "items": [], "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 6 }, { "accuracy": 2, "amountFlag": 1, "attr": "num_4", "attrName": "现金毛利", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "items": [], "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 6 }, { "accuracy": 2, "attr": "num_5", "attrName": "现金毛利率", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "items": [], "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 6 }, { "attr": "text_12", "attrName": "物流编号", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 1, "items": [], "noRepeat": 0, "required": 0, "showType": 0 }, { "attr": "creatorId", "attrName": "创建人", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 10013, "items": [], "noRepeat": 0, "required": 0, "showType": 6 }, { "attr": "addTime", "attrName": "创建时间", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 10014, "items": [], "noRepeat": 0, "required": 0, "showType": 6 }, { "attr": "updateTime", "attrName": "更新时间", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 10015, "items": [], "noRepeat": 0, "required": 0, "showType": 6 }, { "attr": "button_1", "attrName": "核销预收款", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 700001, "items": [], "noRepeat": 0, "required": 0, "showType": 8 }, { "attr": "button_2", "attrName": "回款单", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 700001, "items": [], "noRepeat": 0, "required": 0, "showType": 8 }, { "accuracy": 2, "amountFlag": 1, "attr": "num_6", "attrName": "已收金额", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 2 }, { "accuracy": 2, "amountFlag": 1, "attr": "num_7", "attrName": "未收金额", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 2 }, { "accuracy": 2, "amountFlag": 1, "attr": "num_31", "attrName": "坏账金额", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 2 }, { "accuracy": 2, "attr": "num_8", "attrName": "收款比例", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 2 }, { "accuracy": 2, "amountFlag": 1, "attr": "num_9", "attrName": "开票金额", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 2 }, { "accuracy": 2, "amountFlag": 1, "attr": "num_10", "attrName": "未开票金额", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 2, "integerOnly": 0, "noRepeat": 0, "numericalLimits": { "max": 9007199254740991, "min": -9007199254740991 }, "numericalLimitsFlag": 0, "required": 0, "showType": 2 }, { "attr": "num_13", "attrName": "是否用于合同统计", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 19, "items": [], "noRepeat": 0, "required": 0, "showType": 6 }, { "attr": "num_19", "attrName": "是否出库完毕", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 19, "items": [], "noRepeat": 0, "required": 0, "showType": 6 }, { "attr": "num_20", "attrName": "是否红冲", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 19, "items": [], "noRepeat": 0, "required": 0, "showType": 6 }, { "attr": "num_21", "attrName": "是否被红冲", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 19, "items": [], "noRepeat": 0, "required": 0, "showType": 6 }, { "attr": "num_24", "attrName": "待缺货", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 19, "items": [], "noRepeat": 0, "required": 0, "showType": 6 }, { "attr": "num_11", "attrName": "归档状态", "comboType": 0, "dateType": "yyyy-MM-dd HH:mm", "fieldType": 19, "items": [], "noRepeat": 0, "required": 0, "showType": 6 } ] }, "success": true }
这个是是传人销帮帮字段的说明
https://profapi.xbongbong.com/#/params?anchor=%E5%85%A5%E5%8F%82%E8%AF%B4%E6%98%8E
5:配置对应方案的传参数
根据上面返回参数说明。如果是 “required”: 1,表示参数必填
6:查询传参数说明
请查看这个文档
https://profapi.xbongbong.com/#/params?anchor=%E5%85%A5%E5%8F%82%E8%AF%B4%E6%98%8E
注意传参的数据格式
具体传参,请参考对应的接口文档。再结合字段说明。进行传参数
【推荐】国内首个AI IDE,深度理解中文开发场景,立即下载体验Trae
【推荐】编程新体验,更懂你的AI,立即体验豆包MarsCode编程助手
【推荐】抖音旗下AI助手豆包,你的智能百科全书,全免费不限次数
【推荐】轻量又高性能的 SSH 工具 IShell:AI 加持,快人一步
· 25岁的心里话
· 闲置电脑爆改个人服务器(超详细) #公网映射 #Vmware虚拟网络编辑器
· 基于 Docker 搭建 FRP 内网穿透开源项目(很简单哒)
· 零经验选手,Compose 一天开发一款小游戏!
· 一起来玩mcp_server_sqlite,让AI帮你做增删改查!!