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Usually the best approach is to decide what platform is most important and frequently used by your company, and then develop ways to feed that information into that core system.
If your CRM is the core, then it would just make sense to build (or have someone build it for you) the event management inside of filemaker as part of the CRM. Filemaker has integrations on many levels to dozens of online platforms.
When you say "integrate to cloud storage" and "store everything online", do you mean you want to host your filemaker database in the cloud? Backup files from your database in the cloud? Push / Pull files from a cloud drive? Collaborate on documents in the cloud?
You need to identify specific needs for your project to get recommendations. Your scope is about as large as it can be right now.
Thank you for your answer Mike!
Yes, the CRM is the core. By building you mean using an API? That would be a solution yes, but I am trying to find a simpler one, since with API a specialist needs to code so that the 2 platform can communicte with each other. I also heard about using the import functionality, meaning exporting everything from the event platform and importing it into FileMaker, but I am not sure how useful would that be.
With the 'integrate to cloud storage' I mean having an online cloud storage, where we can put anything in terms of files, not just to backup FileMaker and in the end to have some sort of communication between these 2 as well.
I am not very sure where to get the reccommendations since most of support teams from these platforms are telling me that this is not something that they can help me with...I know my scope is large but I am trying to find a right answer or a guidance where to look, or someone who had to do almost the same thing.
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I would sincerely recommend you put together a list of requirements for what you need, and talk to a consulting developer to build it for you around your CRM core.
There are multiple ways to integrate outside platforms to filemaker. ESS/ODBC/XML, SOAP/Web Services, Plugins, API wrappers in PHP/Python/Java, CWP and more.
Nobody can give you recommendations because you haven’t chosen an online service you want to use for your event management, so nobody here can tell you if it’s possible to integrate it, and on what level, with your filemaker solution.
If I understand your question correctly, you are going to use filemaker as your CRM and you are asking how to integrate a good cloud based backup storage solution. Is that right?
I have developed and would recommend you look at Amazon's AWS offerings, the pricing is about as low as you can get, and it is possible to integrate directly into a filemaker solution via web viewers.
As for email marketing, it's possible to do that from filemaker as well
Hope that helps,
I will get in contact with a developer consultant.
Cvent would be the event platform that we will use. If anyone tried integrating Cvent with FM, please do let me now how, other than coding.
That is correct. I will look into Amazon's AWS offerings, I hope they can offer storage up to 5 TB.
About the email marketing, how is it possible? Where can I look more into that? We wanted to go with Cvent, as we are now clients of Constant Contact but they have big limitations.
Cvent has an API and it may be possible to use Insert from URL (or plug-in) to make the communication.
Thank you Beverly!
I know about the API but Cvent said that I will need to contact someone that is able to do some coding to connect Cvent with FM.
So you mean that I can use FM's option ' Insert from URL' to make the communication with Cvent (I am very new FM user, I do not have that many knowledge about it)?
I appreciate it!
Jumping into a full-on API integration is not something I’d recommend to a novice developer.
Beverly was suggesting that Insert From URL “could” be a possibility, but only if the Cvent API supports Web Service calls. Incidentally, I believe SOAP/XML is supported by Cvent, so it “should” be possible.
Also, since Cvent has multiple features (IE blast email, ticketing, social media), you’ll need to determine WHAT exactly you want to integrate with FileMaker, so that you can find out IF the API supports data exchanges with those features, and then HOW to integrate it.
As noted, a consulting developer would be quite useful for this.
Have you considered to write everything yourself in filemaker?
I spent some time on cvent related sites to figure out what the software does but could not get a propoer clue. The only thing I could imagine that they have a stock databse of venues in the counties they support that you can tap into...this would be somehow dificult to have in an inhouse solution. Apart from that I think you should hire an developer to help you through these questions and should consider writing it all inhouse.
Get the information on the API and see if you can understand it. It may be easy, it may be complex. If it uses SOAP, then plug-in may be a better option (or through a hosted web site that can become a web service for you).
I believe need to contact them directly to get the API information
Thank you all! I will go on taking in consideration all your useful advices.