CRM Integration Guide
Download guideA. File Upload
BLM, XML and CSV upload is for manual or one-time imports through the existing Feed Engine mapping flow.
B. Feed URL
URL_PULL connections store a public feed URL, cron downloads it automatically, queues Feed Engine processing and reschedules by poll interval. Missing listings can be inactivated for URL feeds unless configured to do nothing.
C. Developer API
Preferred near-real-time CRM integration. The CRM pushes signed canonical property changes directly to Quardlyn.
Outbound Webhooks
Quardlyn-to-CRM webhooks are Beta / Sandbox Simulation Only and are not part of the production launch integration.
Lifecycle
| Action | Endpoint | Expected Result |
|---|---|---|
| Create / Update | POST /api/v1/crm/properties | Upserts by property.external_ref. |
| Replace | PUT /api/v1/crm/properties/{external_ref} | Replaces the canonical property document. |
| Patch | PATCH /api/v1/crm/properties/{external_ref} | Updates supplied fields and preserves the rest. |
| Withdraw | POST /withdraw | Marks the listing withdrawn. |
| Archive / Restore / Reactivate | POST /archive, /restore, /reactivate | Moves the listing through supported lifecycle states. |
| Delete | DELETE /api/v1/crm/properties/{external_ref} | Deletes, withdraws or inactivates according to connection policy. |
Sync Rules
- Always send a stable
external_ref. - Use
request_id,event_idoridempotency_keyfor safe retries. - Send media in canonical slots such as
media_image_00,media_floorplan_00,epc_pdfandbrochure_pdf. - Use the CRM Simulator before connecting a real CRM.