Customer Relationship Management

  • etleva

    (@etleva)


    9 years ago

    I have to built a website for a computer service store. They have a system where they have all data about their clients. The website has to be on WordPress CMS.

    Now, a menu of the site will be : Check –> where clients can see the status of their device through their unique data which is : Name, Surname, Device ID.

    All i know is that the company Use Dynamic Nav.
    How can i get the status of the a specific Client device and show them the result?
    How to connect MYSQL database of Website with MSSQL of NAV?
    I the link provided i have the the schema of work:https://i.imgur.com/HDdjGXJ.png%5B^]

    How to do all this step by step.
    Where should i start, what do i need to do this?
    How do cronjobs work on wordpress? Is that possible that cron takes data directly from NAV so i can avoid the webservice part?
    Thank you in advance!!!

Viewing 3 replies - 1 through 3 (of 3 total)
  • Digico Paris

    (@digico-paris)

    Hello,

    It’s a very nice project, with many challenges.

    A few hints:

    1) You’ll probably need to use custom taxonomy for that project, to work smoothly (create custom page urls, eventually to create custom pages for each id for instance)

    2) Before WordPress start, you’ll probably need to create a bridge between the two databases that “talk” a little different SQL database language (MSSQL –> sending data to MySQL/PostgreSQL of WordPress – they are a bit different in format). I suggest you use an experienced Database Administrator for that part of project – depending how much records you have in your current database. He will also advise you on server choice for this bridge, and database for WordPress (mysql or postgresql).

    3) Cron jobs of WordPress works fine, just depends on your Linux webserver, no issue with that. No plugin needed. If you have for instance a simple api accepting NAV database (not familiar with that sorry) with your 3 ids, no need to bridge. Though at some point you’ll need to synchronize both databases. Or you plan WordPress just as read-only mode for your records. Which I doubt and makes us back to point 2.

    4) Dynamic menus, widgets, stuff can be called from php functions in a well-coded WordPress template – so for that part it’s not a big deal either – but using taxonomy from start can save a lot of trouble later and code time for that kind of project (taxonomy is not mandatory at all, but it’s the best way to make fully custom url schemes). A good php coder is needed. In a general fashion WordPress is a big loop, calling database and displaying text, graphics from top to bottom. (a bit the opposite of async jquery, for example).

    5) That’s all, I suggest you plan a good server for the project, but nothing too fancy

    Oh and for WordPress coding, nothing beats that image:

    https://imgur.com/U0xmz7U

    Have a nice day,

    If you want to do this then you should be familiar with the following topics:

    WP Scheduling/Crons: https://codex.www.ads-software.com/Category:WP-Cron_Functions

    HTTP API for fetching data from external data source:
    https://codex.www.ads-software.com/HTTP_API

    $wpdb object for talking to your own database for saving data:
    https://codex.www.ads-software.com/Class_Reference/wpdb

    Here’s the flow:
    Set up cron jobs > Cron jobs fetch data from NAV > Data gets saved to your database.

    Thread Starter etleva

    (@etleva)

    Thank you so much @digico Paris @wp Gurus. I will see all suggestions and hopefully i manage to finish this project.
    Your instructions were really good hints.

Viewing 3 replies - 1 through 3 (of 3 total)
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