Repfabric Data Loader (Preview)

Sync the creation and management of Quotes, Opportunities, Jobs, Companies, and Contacts in Repfabric from Excel rows. This allows users to select a row in Excel Online and push project data directly to Repfabric CRM, ensuring fast, accurate syncing without manual data entry.

This connector is available in the following products and regions:

Repfabric CRM Connector

Overview

The Repfabric CRM Connector enables seamless integration between Microsoft Power Automate and Repfabric CRM. It automates the creation and synchronization of Companies, Contacts, and Quotes directly from Excel or other structured data sources.

This connector eliminates manual data entry, improves accuracy, and ensures real-time synchronization of business data into Repfabric CRM.

Key Features

• Create or update Companies in Repfabric CRM
• Create or update Contacts linked to companies
• Create or update Quotes with line items
• Excel Online row-based automation support
• Duplicate prevention logic using existence checks
• Secure access using Basic Authentication

Supported Operations

1. Create Company

• Checks whether a company exists in Repfabric CRM
• Creates a new company if no match is found
• Supports full company profile including classification, address, and contact details

2. Create Contact

• Checks whether a contact exists in Repfabric CRM
• Creates a new contact if not found
• Associates contact with an existing or newly created company

3. Create Quote

• Creates or updates a quote based on a unique quote number
• Supports:
  • Company and contact association
  • Quote metadata (date, expiration, value, etc.)
  • Line item handling

Authentication

This connector uses Basic Authentication.

Authorization Format:

Authorization: Basic <Base64EncodedCredentials>

• Username: API Key or User Identifier
• Password: Optional (can be empty depending on configuration)

Use Cases

• Automating Quote data entry from Excel Online
• Building quote pipeline automation workflows
• Syncing structured business data into Repfabric CRM
• Integrating Power Apps with CRM backend
• Reducing manual data entry errors and duplication

How It Works

1. User selects a row in Excel Online
2. Power Automate triggers the connector
3. Data is sent to Repfabric API Gateway
4. API Gateway:
   • Validates input
   • Checks for existing records
   • Creates or updates entities in Repfabric CRM
5. Response is returned to Power Automate

Architecture

Excel Online / Power Automate ↓ Repfabric Quote Connector (API Gateway) ↓ Repfabric CRM APIs

Important Notes

• The domain-name parameter must point to your Repfabric CRM instance
• Quote operations require:
  • quotes-base-url
  • auth-quotes credentials
• Contact creation depends on company availability
• Ensure proper formatting of:
  • Dates (YYYY-MM-DD)
  • Phone numbers
  • Email addresses

Error Handling

• Duplicate prevention logic is applied before record creation
• API errors are returned in the response payload
• Logging is handled within AWS Lambda for debugging and traceability

Support

For issues, enhancements, or integration support, contact the Repfabric integration team at support@repfabric.com.

Creating a connection

The connector supports the following authentication types:

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Throttling Limits

Actions

Create Company in Repfabric CRM

Create Contact in Repfabric CRM

Create Quote in Repfabric CRM