crm-rmx-sync-integration

Plan and implement CRM to RMX synchronization with EF Core migrations and dependency ordering.

Updated Aug 12, 2025
One-click install
npx skills add https://github.com/EdWrld/config.files --skill crm-rmx-sync-integration
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Skill: crm-rmx-sync-integration
Source: https://github.com/EdWrld/config.files/tree/main/skills/crm-rmx-sync-integration
Command: npx skills add https://github.com/EdWrld/config.files --skill crm-rmx-sync-integration

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

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.

Frequently Asked Questions about crm-rmx-sync-integration

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I implement a CRM to RMX data sync for a new entity?

To implement a CRM to RMX data sync, you need a structured plan covering intake questions, schema inspection, and blueprinting for inbox/outbox flows, mappings, and EF Core migrations. This ensures production-grade readiness and consistent synchronization.

What is the best way to structure inbox and outbox flows for CRM synchronization?

Structuring inbox and outbox flows for CRM synchronization requires defining payload contracts, adding synchronizer logic, and implementing upsert logic to keep CRM and RMX in sync. Dependency ordering, with parents before children, is enforced for data integrity.

How do EF Core migrations work when syncing new entities between CRM and RMX?

EF Core migrations for syncing new entities between CRM and RMX involve updating EF Core models and applying migrations within the RMX changes. This process is part of a broader blueprint that includes JsonModels and InboxMappers to align schema changes.

Does this CRM and RMX integration plan support live sync and outbox requirements?

Yes, the CRM and RMX integration plan accommodates optional live sync or CRM-to-RMX outbox requirements if required by the entity. This ensures downstream live sync capabilities are integrated into the synchronization workflow.

What are the limitations of manually planning CRM to RMX synchronization without a structured blueprint?

Manually planning CRM to RMX synchronization without a structured blueprint risks missing dependency ordering, incorrect payload shapes, and incomplete upsert logic. A structured plan enforces testing, rollback steps, and validation of sync_outbox status to prevent production issues.

How do I validate CRM to RMX payload shapes and sync_outbox status after implementation?

To validate CRM to RMX payload shapes and sync_outbox status, you verify the payload shapes, perform EF Core migrations, test payloads, and confirm sync_outbox status and logs. This validation step ensures the integration is production-ready and functioning correctly.