Web Service interface kits version 1.0

Availability per ProgressCRM edition

Standard

Enterprise

International

Option

Included

Option

The ProgressCRM Web Service interfaces are key integration components. They are a gateway to ProgressCRM that enables you to develop your website, your intranet / extranet - to use ProgressCRM functionality for all types of user - whether supporters self-servicing their own 'account', local group/branch officers managing their contact lists or staff using the data in the intranet. You control your website, ProgressCRM Web Service gives you the tools to integrate it with your database.

The Web Service interfaces are available in kits as follows:

Website Kit for Supporter integration Extranet Kit for Groups integration

Provides the tools to enable you to offer supporter-level self-service from your website. With this kit you can offer:

  • registration of new contact, login for existing contact
  • personalised welcome message
  • content appropriate to the supporter - e.g. links to projects supported, an opportunity to give based on your knowledge of their preferences
  • opt in and out of interest groups, mailing lists and so on
  • online donor recruitment and development
  • online membership recruitment and renewal
  • event booking
  • sale of goods

The route to the site can also be tracked and passed through to ProgressCRM.

Provides the tools to enable you to offer the management and control of supporters via the web - e.g. for use by branch co-ordinators, special interest group managers and area reps. With this kit you can offer:

  • group manager login with access to list of members
  • add new group member, block a member
  • ability to edit and update member records
  • make a selection from within the group - e.g. for bulk email, and optionally update the selection's mailing history
  • group member login, with subsequent access to other functions of the website - e.g. group discussion forum

Web service in action - example

This diagram shows how the ProgressCRM Web Service interface can accept a request from a website to authenticate a user's credentials.

Step 1 - issue the request to the ProgressCRM Web Service:

User enters credentials, website sends message to the PWSI, PWSI authenticates the user

Step 2 - receive the reply and proceed accordingly:

PWSI returns result, website receives result, user takes next steps...