https://github.com/maxcnunes/pipedrive_rdstation

A simple gem for import Person data from RD Station to Pipedrive
https://github.com/maxcnunes/pipedrive_rdstation

Last synced: about 1 month ago
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A simple gem for import Person data from RD Station to Pipedrive

• Host: GitHub
• URL: https://github.com/maxcnunes/pipedrive_rdstation
• Owner: maxcnunes
• Created: 2013-08-13T04:05:29.000Z (over 11 years ago)
• Default Branch: master
• Last Pushed: 2013-08-17T11:47:46.000Z (over 11 years ago)
• Last Synced: 2024-10-18T07:22:12.849Z (3 months ago)
• Language: Ruby
• Homepage:
• Size: 156 KB
• Stars: 0
• Watchers: 2
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

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README

        
Pipedrive RD Station

====================

[![Build Status](https://travis-ci.org/maxcnunes/pipedrive_rdstation.png?branch=master)](https://travis-ci.org/maxcnunes/pipedrive_rdstation)

[![Coverage Status](https://coveralls.io/repos/maxcnunes/pipedrive_rdstation/badge.png?branch=master)](https://coveralls.io/r/maxcnunes/pipedrive_rdstation?branch=master)

[![Code Climate](https://codeclimate.com/github/maxcnunes/pipedrive_rdstation.png)](https://codeclimate.com/github/maxcnunes/pipedrive_rdstation)

A simple gem for import Person data from [RD Station (demo project)](https://github.com/maxcnunes/rdstation) to  Pipedrive

### Install

Including the gem directly from the github in your project Gemfile:

```ruby

gem 'pipedrive_rdstation', :github => 'maxcnunes/pipedrive_rdstation'

```

Then you will need bundle it to complete the installation:

```bash

bundle

```

### Usage Examples

The APP_KEY used in the examples is a token provided by [Pipedrive API](https://developers.pipedrive.com/v1). If you don't you know yours, then you can get it in Pipedrive user settings page or you can also get it using this gem:

```ruby

APP_KEY = Pipedrive::Authorization.new("your_email", "your_password").authenticate

```

#### Creating a Organization

[Pipedrive API : Organization - Create](https://developers.pipedrive.com/v1#methods-Organizations)

```ruby

pd_organization = Pipedrive::Organization.new(APP_KEY)

organization = pd_organization.create({

  name: "My Organization",

  owner_id: "",

  visible_to: "",

  add_time: ""

})

# org_id

id = pd_organization.id_from_response(organization)

```

#### Creating a Person Custom Fields

[Pipedrive API : Person Custom Fields - Create](https://developers.pipedrive.com/v1#methods-PersonFields)

```ruby

pd_person_field = Pipedrive::PersonField.new(APP_KEY)

field_response = pd_person_field.create({ name: "My New Custom Field", field_type: "varchar" })

# responds just with the custom field ID

field_id = pd_person_field.id_from_response(field_response)

# as we need the custom field KEY to associate this field with a Person

# we request this field full data

field = pd_person_field.find(field_id)

# custom field KEY

key = custom_field.key_from_response(field)

```

Take a look in the Pipedrive API documentation to choose the best field_type for your case.

#### Creating a Person

[Pipedrive API : Person - Create](https://developers.pipedrive.com/v1#methods-Persons)

```ruby

pd_person = Pipedrive::Person.new(APP_KEY)

new_person = pd_person.create({

  name: "Felix Silva",

  owner_id: "",

  org_id: "",

  email: ["[email protected]"],

  phone: ["44887755"],

  visible_to: "",

  add_time: ""

}) 

```

You also can create a person with custom fields. 

```ruby

pd_person = Pipedrive::Person.new(APP_KEY)

new_person = pd_person.create({

  name: "Felix Silva",

  owner_id: "",

  org_id: "",

  email: ["[email protected]"],

  phone: ["44887755"],

  visible_to: "",

  add_time: "",

  MY_CUSTOM_FIELD_KEY: "This is my custom field value :)"

}) 

```

##### Thanks

This gem was based in [pipedrive-ruby](https://github.com/GeneralScripting/pipedrive-ruby) gem.