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Calem Integration 1: Email & Misc Integration

Calem Enterprise comes with integration capabilities including:

  • Email & Misc Integration: service request submission, service request and work order interaction via emails. Additional integration includes data export/import, and active directory.
  • Application Programming Interface (API): the APIs to read, update and delete records in Calem. It is ideal for third party applications to integrate with Calem via APIs.
  • Custom Triggers: application code in Calem server. The triggers are fired when a database records are inserted, updated or deleted.

I will discuss the email and misc integration in this blog including:

  • Email integration
  • Data import and export
  • Authentication by active directories

Two-Way Email Integration

The email integration is two-way. Calem cloud services includes email integration. 

Inbound Email: 

  • Calem email connector parses inbound emails and process them accordingly.
  • Service request submission: a service request can be submitted via an email
  • Work order comments: comments can be added to work orders via emails
  • Work order attachments: attachments can be added to work orders via emails
  • The same work order email functionalities are available for service requests.
Outbound Email: 
  • Calem email connector sends outbound emails to notify users of events in Calem including work order assignment, work order service triggers, inventory stock level being low, etc.

Data Import and Export
Data import allows users to create and update data records via Microsoft excel templates provided by Calem. 
  • Excel templates are generated by Calem and released to customers.
  • Customers can use data import to upload data in initial implementation and ongoing data addition and updates.
  • Menu path: Integration | Data Upload
Data export can be used to export reports in Calem to Microsoft excel files.
  • All the reports in Calem supports exporting to excel files.
  • Bulk data updates can be done by exporting a data list, update the list and import to Calem. See this blog.

Authentication by Active Directory

Authentication via active directory by SAML Single-Sign-On (SSO) or LDAP protocol is supported in Calem:

  • Password is not stored in Calem when authenticating via active directory
  • SAML SSO for a more secure and consistent authentication process across applications.

Additional resources

Group vs Individual Customization
How to Require/Mandate Fields for Work Orders by S...

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