销帮帮如何和金蝶云星空对接

2026/9/10 4:40:47 拓冰建站浏览量

销帮帮介绍

销帮帮平台是一款以客户关系管理为基础，集团队协作、营销推广、数据分析于一体的SAAS型企业管理平台。其开放API接口包括用户认证、客户信息、用户任务、销售记录、事务记录等，可方便企业对平台的二次开发和集成。在应用方面，销帮帮平台可以帮助企业实现客户管理、营销活动、销售拓展、任务协调、数据分析等工作。同时，其良好的用户体验和强大的数据分析能力，也为企业提供了更加智能和高效的管理模式。总之，销帮帮平台通过API开放接口的设计，实现了多种业务应用的互联互通，为企业提供了更完美的企业管理解决方案。

销帮帮API接口地址：销帮帮

销帮帮和金蝶云星空常见对接流程

1配置连接器

上面的host，请配置
https://proapi.xbongbong.com

2：新建集成方案选择对应，按照下面步骤创建集成方案

1：首先查询业务对应的表单ID，通过下面接口查询 /pro/v2/api/form/list

2：表单业务类型。businessType配置如下字段
表单业务类型,客户：100，合同订单：201，退货退款：202，销售机会：301，联系人：401，跟进记录：501，回款计划：701，回款单：702，销项发票：901，供应商：1001，采购合同：1101，采购入库单：1404，其他入库单：1406，销售出库单：1504，其他出库单：1506，调拨单：1601，盘点单：1701，产品：2401；报价单：4700；线索：8000；市场活动：8100；仓库：1801；工作报告：2101；日报：2102；周报：2103；月报：2104；访客计划：601；自定义表单：不传
3：请求得到对应的表单字段ID。

3：查询对应表单字段说明，接口：/pro/v2/api/form/get

4:查看返回数据字段说明

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}

这个是是传人销帮帮字段的说明
销帮帮