This article explains common troubleshooting steps to take when creating a generic integration.
This is a legacy integration. To integrate with our latest technology, visit our Touchpoint for CRM guide.
How to troubleshoot your integrations
Step 1: Confirm local HTML behavior
Each of MindTouch integration sample contains a plain HTML file that is configured to use
success.mindtouch.com as the endpoint. Change the settings to your MindTouch site and confirm the behavior when stored as a regular HTML file running from your local computer.
If there are problems accessing the API from local HTML files, contact MindTouch Support.
Step 2: Confirm AJAX requests inside the CRM
After adding the HTML to your CRM, confirm AJAX requests are firing correctly. In Chrome, open Developer Tools and switch to the Network tab. Then attempt to use the integration, such as issuing a search:
In this case, we see the request to the query API, with a 200 OK returned. Ensure there are no issues here, such as a certificate that needs to be accepted. (Some trial sites may not have certificates set up and are using self-signed certs that must be accepted.)
Otherwise, AJAX issues from requests originating in an external CRM must be resolved by the CRM support team.
j$variable to avoid conflicts, but you may need to find/replace this with another variable to ensure compatibility.)
- If the CRM requires AJAX requests to use its proxy, you may need to change the existing API calls that use
j$.ajax()to use the new function instead.