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:
| Service | Class | Regions |
|---|---|---|
| Copilot Studio | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Repfabric Support Team |
| URL | https://www.repfabric.com |
| john.mitchell@repfabric.com |
| Connector Metadata | |
|---|---|
| Publisher | Repfabric LLC |
| Categories | Business Management |
| Privacy Policy | https://www.repfabric.com/privacy-policy |
| Website | https://www.repfabric.com |
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
- User selects a row in Excel Online
- Power Automate triggers the connector
- Data is sent to Repfabric API Gateway
- API Gateway:
- Validates input
- Checks for existing records
- Creates or updates entities in Repfabric CRM
- Response is returned to Power Automate
Architecture
Excel Online / Power Automate ↓ Repfabric Quote Connector (API Gateway) ↓ Repfabric CRM APIs
Important Notes
- The
domain-nameparameter must point to your Repfabric CRM instance - Quote operations require:
quotes-base-urlauth-quotescredentials
- 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 | Parameters for creating connection. | All regions | Not shareable |
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.
| Name | Type | Description | Required |
|---|---|---|---|
| username | securestring | The username for this api | True |
| password | securestring | The password for this api | True |
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Create Company in Repfabric CRM |
Checks whether a company exists in Repfabric CRM and creates it if not found. |
| Create Contact in Repfabric CRM |
Checks whether a contact exists in Repfabric CRM and creates it if not found. |
| Create Quote in Repfabric CRM |
Creates a new quote in Repfabric CRM or updates an existing quote by quote number, including line item handling. |
Create Company in Repfabric CRM
Checks whether a company exists in Repfabric CRM and creates it if not found.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
domain-name
|
domain-name | True | string |
domain-name |
|
company-name
|
company-name | string |
company-name |
|
|
company-type-id
|
company-type-id | integer |
company-type-id |
|
|
company-type
|
company-type | string |
company-type |
|
|
company-class-id
|
company-class-id | integer |
company-class-id |
|
|
company-class
|
company-class | string |
company-class |
|
|
company-category-id
|
company-category-id | integer |
company-category-id |
|
|
company-category
|
company-category | string |
company-category |
|
|
company-phone1
|
company-phone1 | string |
company-phone1 |
|
|
company-phone2
|
company-phone2 | string |
company-phone2 |
|
|
company-fax
|
company-fax | string |
company-fax |
|
|
company-region
|
company-region | string |
company-region |
|
|
company-street
|
company-street | string |
company-street |
|
|
company-city
|
company-city | string |
company-city |
|
|
company-state
|
company-state | string |
company-state |
|
|
company-zip
|
company-zip | string |
company-zip |
|
|
company-country
|
company-country | string |
company-country |
|
|
company-po-box
|
company-po-box | string |
company-po-box |
|
|
company-website
|
company-website | string |
company-website |
|
|
company-comments
|
company-comments | string |
company-comments |
|
|
company-sales-team-id
|
company-sales-team-id | integer |
company-sales-team-id |
|
|
company-sales-team
|
company-sales-team | string |
company-sales-team |
Returns
Create Contact in Repfabric CRM
Checks whether a contact exists in Repfabric CRM and creates it if not found.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
domain-name
|
domain-name | True | string |
domain-name |
|
contact-first-name
|
contact-first-name | True | string |
contact-first-name |
|
contact-last-name
|
contact-last-name | True | string |
contact-last-name |
|
contact-title
|
contact-title | string |
contact-title |
|
|
contact-background
|
contact-background | string |
contact-background |
|
|
contact-company-name
|
contact-company-name | string |
contact-company-name |
|
|
contact-primary
|
contact-primary | boolean |
contact-primary |
|
|
contact-company-type-name
|
contact-company-type-name | string |
contact-company-type-name |
|
|
contact-email-address-work
|
contact-email-address-work | string |
contact-email-address-work |
|
|
contact-email-address-personal
|
contact-email-address-personal | string |
contact-email-address-personal |
|
|
contact-email-address-alternate
|
contact-email-address-alternate | string |
contact-email-address-alternate |
|
|
contact-email-address-other
|
contact-email-address-other | string |
contact-email-address-other |
|
|
contact-phone-number-work
|
contact-phone-number-work | string |
contact-phone-number-work |
|
|
contact-phone-number-home
|
contact-phone-number-home | string |
contact-phone-number-home |
|
|
contact-phone-number-mobile
|
contact-phone-number-mobile | string |
contact-phone-number-mobile |
|
|
contact-phone-number-alternate
|
contact-phone-number-alternate | string |
contact-phone-number-alternate |
|
|
contact-fax
|
contact-fax | string |
contact-fax |
|
|
contact-business-street
|
contact-business-street | string |
contact-business-street |
|
|
contact-business-city
|
contact-business-city | string |
contact-business-city |
|
|
contact-business-state
|
contact-business-state | string |
contact-business-state |
|
|
contact-business-zip
|
contact-business-zip | string |
contact-business-zip |
|
|
contact-business-country
|
contact-business-country | string |
contact-business-country |
|
|
contact-home-street
|
contact-home-street | string |
contact-home-street |
|
|
contact-home-city
|
contact-home-city | string |
contact-home-city |
|
|
contact-home-state
|
contact-home-state | string |
contact-home-state |
|
|
contact-home-zip
|
contact-home-zip | string |
contact-home-zip |
|
|
contact-home-country
|
contact-home-country | string |
contact-home-country |
|
|
contact-tags
|
contact-tags | array of string |
contact-tags |
Returns
Create Quote in Repfabric CRM
Creates a new quote in Repfabric CRM or updates an existing quote by quote number, including line item handling.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
domain-name
|
domain-name | True | string |
domain-name |
|
quotes-base-url
|
quotes-base-url | True | string |
quotes-base-url |
|
auth-quotes
|
auth-quotes | True | string |
auth-quotes |
|
company-name
|
company-name | string |
company-name |
|
|
company-type-id
|
company-type-id | integer |
company-type-id |
|
|
company-type
|
company-type | string |
company-type |
|
|
company-phone1
|
company-phone1 | string |
company-phone1 |
|
|
company-street
|
company-street | string |
company-street |
|
|
company-city
|
company-city | string |
company-city |
|
|
company-state
|
company-state | string |
company-state |
|
|
company-zip
|
company-zip | string |
company-zip |
|
|
company-website
|
company-website | string |
company-website |
|
|
contact-first-name
|
contact-first-name | string |
contact-first-name |
|
|
contact-last-name
|
contact-last-name | string |
contact-last-name |
|
|
contact-email-address-work
|
contact-email-address-work | string |
contact-email-address-work |
|
|
contact-phone-number-work
|
contact-phone-number-work | string |
contact-phone-number-work |
|
|
contact-title
|
contact-title | string |
contact-title |
|
|
quote-number
|
quote-number | string |
quote-number |
|
|
quote-date
|
quote-date | string |
quote-date |
|
|
expiry-date
|
expiry-date | string |
expiry-date |
|
|
follow-up
|
follow-up | string |
follow-up |
|
|
program
|
program | string |
program |
|
|
principal-name
|
principal-name | string |
principal-name |
|
|
value
|
value | string |
value |
|
|
part-num
|
part-num | string |
part-num |
|
|
cust-part
|
cust-part | string |
cust-part |
|
|
description
|
description | string |
description |
|
|
order-qty
|
order-qty | string |
order-qty |
|
|
unit-price
|
unit-price | string |
unit-price |
|
|
ext-price
|
ext-price | string |
ext-price |
|
|
product-line
|
product-line | string |
product-line |