crm-rmx-sync-integration
CommunityPlan and implement CRM ↔ RMX data syncs
AuthorEdWrld
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This skill provides a structured, repeatable plan to implement CRM to RMX synchronization for new or updated entities, including inbox/outbox handling, mappings, and EF Core migrations, enabling a consistent, production-ready integration workflow.
Core Features & Use Cases
- Intake questions: identify source CRM table, sync fields, and ID strategy to scope the integration.
- Gather context and schema: inspect CRM via crm_dbhub, review RMX schema, and locate existing mapper/entity patterns to align changes.
- Plan to implement: produce a step-by-step blueprint spanning CRM changes (triggers, DTOs, payloads, and synchronizer logic) and RMX changes (JsonModels, InboxMappers, EF Core models/migrations, and syncing service).
- Implement CRM and RMX: add outbox/inbox components, payload contracts, and upsert logic to keep CRM and RMX in sync, with dependency ordering (parents before children).
- Optional live sync/outbox: accommodate downstream live sync or CRM-to-RMX outbox if required by the entity.
- Validate: verify payload shapes, perform migrations, test payloads, and confirm sync_outbox status and logs.
Quick Start
Design and implement a CRM ↔ RMX sync integration plan for a given entity.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: crm-rmx-sync-integration Download link: https://github.com/EdWrld/config.files/archive/main.zip#crm-rmx-sync-integration Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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