If you're integrating data from your EPOS or ERP system with your Microsoft Dynamics CRM system, the chances are that you are using Scribe to do it.
Unless you're already using a postcode lookup and email and telephone number validation solution for your initial data capture, you will certainly be importing incorrect or incomplete data into your CRM system. However, with the Scribe Adapter for Web Services and our Integr8 range of data cleansing and validation web services, you can automate the process of tidying up your data before it arrives in CRM.
Cleaning address data in Scribe
In Scribe Workbench, add a new connection to your DTS package using the Web Services adapter. Enter the WSDL location:
http://webservices.data-8.co.uk/postcoder.asmx?WSDL
and enter the display name "Postcoder", then click Validate.
On the Configuration tab, select the "username" parameter of the CleanAddressDts method and select ":UserID" as the default value. Select the "password" parameter and select ":Password" as the default value. Repeat for the CleanBusinessAddressDts method, and click Save.
On the list of web services connections, select the new Postcoder service and click Connect.
Enter your Data8 username and password and click OK.
Enter "Postcoder" as the name for the connection, and click OK.
Add the CleanAddressDts method as an Execute Step to your DTS package (or CleanBusinessAddressDts if you are processing business addresses).
Set the "address" parameter of the step to be the address to cleanse. This should be presented as a comma-separated list of address lines, taking care to ensure any NULL values are replaced with "" before being concatenated together, e.g.
CONCATENATE(IF(ISERROR(S1), "", S1), ",", IF(ISERROR(S2), "", S2), ",", IF(ISERROR(S3), "", S3))
Set the "formatter" parameter of the step to be the constant value "DefaultFormatter", and the "lines" parameter to be the number of lines, not including the postcode, that you want the cleansed address to be split over. If you require the town and county to always be in the last two fields, set the "fixTownCounty" parameter to be TRUE(), otherwise set it to FALSE()
The cleansed address details are available in the ReturnValue_Result_Address_AddressLinex field of the step, where x is from 1 to the requested number of lines (maximum of 10), plus the ReturnValue_Result_Address_Postcode field. Create a Target User Variable to hold each of these values.
Finally, change the data link on your final target step to use these new variables rather than the original source address field.
Finished
That's it - your Scribe integration now includes fully automated address cleansing, and your CRM system will start to fill up with complete, accurate addresses. All our other web services can be accessed in similar ways, including telephone and email validation and postcode lookup.
If you need any help with your Scribe implementation, please get in touch.