Integrating Conga with External Systems
Additional steps are required when you choose to integrate Billing on Salesforce with external applications, customer portals, or other critical business systems. Because Billing Web Services are hosted on Salesforce, you should familiarize yourself with the Salesforce SOAP API and processes surrounding integration and best practices detailed here: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_quickstart_intro.htm
Conga recommends that you work with Conga Professional Services to design and implement your integration. Use this documentation for basic integration steps and to reference Billing Web Service calls.
The following basic steps are required to get started using the Conga Billing Web Services API.
- Generate the Enterprise or Partner WSDL – Integration with data stored in Salesforce requires you to first point your browser to the Salesforce Enterprise or Partner WSDL. This WSDL is generally provided by Conga Professional Services. Refer to Salesforce Documentation for complete instructions on generating the Web Service WSDL.
- Generate the Conga Web Services WSDL – After you have connected to Conga Web Service, go to your organization and download the WSDL for the appropriate Web Service.
- Import the WSDL Files Into Your Development Platform – After you have generated the WSDL files, you can import them into your development platform. Conga does not provide instructions for the import process. Refer to Salesforce documentation or documentation related to your development platform.
- Connect to Conga – Before you can begin using Billing Web Services, you must first authenticate to Conga using the login() API.
