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Equipment CRM - e-Emphasys Integration

Everything you need to know about Equipment CRM’s integration with e-Emphasys.

In This Article

Introduction

Texada is pleased to announce that Equipment CRM now supports integration with e-Emphasys! Keep reading to learn all about how these two systems can work together to accelerate your equipment dealership business.

About Equipment CRM

Equipment CRM is Texada’s purpose-built Customer Relationship Management (CRM) software solution designed specifically for equipment dealerships, offering functionality across sales, rentals, and service. It centralizes customer touchpoints and equipment data, integrates with existing ERPs and OEM systems, and empowers on-the-go productivity with its mobile companion application, Equipment CRM Mobile.

About e-Emphasys

e-Emphasys is VitalEdge’s Enterprise Resource Planning (ERP) software solution tailored for equipment dealerships and rental companies, built to boost efficiency, visibility, and profitability by unifying operations across sales, service, parts, rentals, and finance.

About the Equipment CRM - e-Emphasys Integration

Integrating e-Emphasys with Equipment CRM gives your sales team instant access to accurate equipment, customer, and financial data without switching between systems. This reduces errors, speeds up quoting and deal management, and provides managers with full visibility into the sales pipeline.

Leverage the combined power of e-Emphasys and Equipment CRM to work more efficiently, close more deals, and deliver a better customer experience!

This integration is the result of a joint effort between Texada and VitalEdge. The ongoing communication and cooperation between our organizations has resulted in a robust, high-quality integration.

What does the integration do?

Once the integration is complete, Equipment CRM and e-Emphasys will begin sharing data on an automatic basis, allowing changes made in one system to be promptly reflected in the other. By keeping the two systems synchronized and up-to-date, this integration will both save time and reduce data discrepancies.

What data is included?

The flow of data between Equipment CRM and e-Emphasys is bidirectional: data is both exported from Equipment CRM to e-Emphasys, and from e-Emphasys to Equipment CRM. The timing of these exports, and the data they include, depends on the direction of the flow:

Equipment CRM to e-Emphasys

When events occur in Equipment CRM that require data updates in e-Emphasys – for example, new equipment is added, or a customer’s address is changed – these changes will be exported to e-Emphasys.

Depending on your system’s configuration, changes made in Equipment CRM may need to be approved in Gatekeeper before they will be sent to e-Emphasys.

e-Emphasys to Equipment CRM

Data stored in e-Emphasys – including customer, equipment, revenue, and service information – will be exported to Equipment CRM at frequent, regular intervals. The below table lists the data that will be included in these exports.

Data exported from e-Emphasys to Equipment CRM

Customer Information

Equipment Information

Revenue Information

Service Information
  • Header
  • Industry codes
  • Physical address
  • Divisions
  • Accounts receivable
  • Primary header
  • Attachment header
  • Manufacturer code
  • Family product code
  • Configurations
  • Notes
  • Warranty
  • Warranty type code
  • Service letter
  • Equipment sale
  • Rental header
  • Rental detail
  • Parts & service header
  • Parts & service detail
  • Header
  • Segment
  • Part
  • Labor
  • Misc

Contact Information
  • Header
  • Type Code

Completing the Integration

To complete this integration, Texada must be provided with a list of APIs available for your organization’s e-Emphasys system so we can make the necessary configurations to pull data from e-Emphasys.

For more information on how the e-Emphasys integration works and how it can be implemented for your organization, please reach out to your Texada account representative.

APIs

In order for Equipment CRM and e-Emphasys to communicate with one another, APIs must be developed as a joint effort between Texada and VitalEdge. Because every e-Emphasys integration is different, the list of required APIs may change with the needs of your organization. Examples of APIs that have been required in previous integrations include:

  • Customer / Business Partner API
  • Equipment API

When communicating with VitalEdge to determine the scope and nature of your Equipment CRM - e-Emphasys integration, it may be useful to share this list of APIs to set expectations.