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Mitratech - Connecting People, Knowledge, Process Connecting People, Knowledge, Process

TeamConnect Web Services

This course provides in-depth knowledge of how to use TeamConnect Web Service operations for data conversion, data import, and integration between TeamConnect and your legacy systems. Attendees will learn through hands-on examples how to use the TeamConnect Web Service API to create, update, read, search, and delete records in TeamConnect without going through the user interface.

Course Name:
TeamConnect Web Services

Audience:
Developer

Duration:
1 Day

Format:
70% Lecture, 30% Lab

Type:
Instructor-led training

Who Should Attend:

Data conversion specialists, as well as developers who want to import data from an existing system to TeamConnect using Web Services, or to integrate TeamConnect with other applications.

Skill Level:
Intermediate

Available Locations:
Private Location, Online Course Delivery, Client Location

Skills Obtained:

After this training you should be have a stong understanding of:

  • Operations that can be performed (for example, creating, updating, reading, searching, and deleting records) through TeamConnect Web Services;
  • Common Web Service API methods and parameters used to work with TeamConnect records (such as contacts, documents, projects, and invoices).
Prerequisites:

Prior to attending this course you should have:

  • Previous System Administration training or equivalent;
  • Experience with XML;
  • A novice skill level in Java programming and object-oriented programming;
  • Understanding of Web Services and client programs for Web Services;
  • Familiarity with the structure of objects and their attributes in TeamConnect’s Object Model, and an understanding of how these objects and attributes correspond to items in the user interface;
  • Familiarity with the differences between system fields, custom fields, sub-objects, and related objects.

Course Outline:

  • Understand TeamConnect Web Services conventions
  • Understand operations supported by TeamConnect Web Services 
  • Understand requirements for using TeamConnect Web Services 
  • Learn how to use common functions through Contact examples: 
    • Create a contact record (working with categories and lookup table values) 
    • Update a contact record 
    • Read a contact record 
    • Search for contacts 
    • Delete a contact record
  • Learn more functions through Project examples:
    • Create a project record and populate a custom field
    • Update a project record
    • Read a project record
    • Search for projects (search by custom field)
  • Learn how to use functions through Document examples:
    • Insert a document (file)
    • Read a document
    • Attach a document to a project record
  • Learn more functions through Invoice and Line Item examples:
    • Create an invoice with line items
    • Update an invoice
    • Read an invoice
    • Search for invoices and line items
    • Adjust an invoice and line items