Build a connector

We welcome all contributions to Panora; from small UI enhancements to brand new integrations. We love seeing community members level up and give people power-ups!

Introduction

Setup your environnement

We made a docker file that builds Panora from sources, specifically to help you locally test your contributions. Here’s how to use it.

Execute these from your Panora’s repo root folder

1. Copy env variables

   bash cp .env.example .env
2. Removed previously installed dependencies

   rm -rf node_modules .pnpm-store ./packages/api/dist

   ./packages/api/node_modules ./apps/webapp/node_modules
   ./apps/frontend_snippet/node_modules ```
   </Step>
   
   <Step title="Mac Users only:">
   ```bash echo -e "node-linker=hoisted\npackage-import-method=clone-or-copy" >
   .npmrc ```
   </Step>
   
   <Step title="Start the Dockerfile">
       ```bash
         docker compose -f docker-compose.dev.yml up
   

   That’s all! You can find the backend and other services running at their usual location. Editing code locally will immediately reflect.

Adding new Integrations ✨

Make sure you are inside packages/api/src where the server lives !

You want to add a new 3rd Party not yet supported ? 🧑‍🎤

Ie: Slack, Hubspot, Jira, Shopify …

First choose wisely which vertical the 3rd party belongs to among these:

• crm
• ticketing
• accounting
• ats
• file_storage
• hris
• marketing_automation

For the sake of the guide, now on we’ll consider adding a 3rd party belonging to the crm vertical.

1. Look into the packages/shared/src/utils.ts file and check if the provider you want to build has its metadata set inside the providersConfig object.

It should be available (if not contact Panora team) with active field set to false meaning the integration has not been built.

Actually an integration is built in 2 parts :

• the authentication part (oauth, api key, basic etc) which is built by the Panora team
• the service integration where the mapping is created with our unified model which is what you’ll build

2. Build your provider service

You want to map a common object to your new 3rd Party ? 👩‍🎤

Ie: Contact, Ticket, Deal, Company …

For the sake of this guide, let’s map the common object contact under crm vertical to my3rdParty (in reality it would be a real 3rd party name).

DISCLAIMER: an integration is considered valid when all common objects have been mapped. Then, after the PR is accepted we’ll be able to set active field to true inside providersConfig.

1. Add a new service to map your common object to your 3rd party

Create a new service folder with the name of your 3rd party. Let’s call it my3rdParty.

cd crm/contact/services/my3rdParty

You’ll now create 3 files.

index.ts _where your service is created and direct interaction with your 3rd party API is handled

It must implement the IContactService interface.

export interface IContactService {
  addContact(
    contactData: DesunifyReturnType,
    linkedUserId: string
  ): Promise<ApiResponse<OriginalContactOutput>>;

  syncContacts(
    linkedUserId: string
  ): Promise<ApiResponse<OriginalContactOutput[]>>;
}

@Injectable()
export class My3rdPartyService implements IContactService {
  constructor(
    private prisma: PrismaService,
    private logger: LoggerService,
    private cryptoService: EncryptionService,
    private registry: ServiceRegistry,
  ) {
    this.logger.setContext(
      CrmObject.contact.toUpperCase() + ':' + My3rdPartyService.name,
    );
    this.registry.registerService('my3rdParty', this);
  }
  async addContact(
    contactData: 3rdPartyContactInput,
    linkedUserId: string,
  ): Promise<ApiResponse<3rdPartyContactOutput>> {}

  async syncContacts(
    linkedUserId: string,
  ): Promise<ApiResponse<3rdPartyContactOutput[]>> {}
}

Check other implementations under /crm/contacts/services to fill the core functions.

The keen readers may have noticed 3rdPartyContactInput and 3rdPartyContactOutput.

This is where types.ts comes in:

Go to the 3rd party API and insert the correct types asked by the API.

export interface 3rdPartyContact {
    //INSERT THE CORRECT TYPE HERE
}
export type 3rdPartyContactInput = Partial<3rdPartyContact>;
export type 3rdPartyContactOutput = 3rdPartyContactInput;

Last but not least, inside mappers.ts you have to build the mappings between our unified common object contact and your third party specific type 3rdPartyContact.

It must implement IContactMapper interface.

export interface IContactMapper {
  desunify(
    source: UnifiedContactInput,
    customFieldMappings?: {
      slug: string;
      remote_id: string;
    }[]
  ): DesunifyReturnType;

  unify(
    source: OriginalContactOutput | OriginalContactOutput[],
    customFieldMappings?: {
      slug: string;
      remote_id: string;
    }[]
  ): UnifiedContactOutput | UnifiedContactOutput[];
}

export class My3rdPartyMapper implements IContactMapper {
  desunify(
    source: UnifiedContactInput,
    customFieldMappings?: {
      slug: string;
      remote_id: string;
    }[],
  ): 3rdPartyContactInput {}

  unify(
    source: 3rdPartyContactOutput | 3rdPartyContactOutput[],
    customFieldMappings?: {
      slug: string;
      remote_id: string;
    }[],
  ): UnifiedContactOutput | UnifiedContactOutput[] {}
}

Check other implementations under /crm/contacts/services to fill the core functions.

2. Enable your new service

To make sure the service is enabled, dependencies and imports must be added. We built a script that does it in seconds.

pnpm run validate-connectors --vertical="crm" --objectType="contact"

The script will automatically scan the /crm/contact/services folder and detect any new service folder so all dependencies and imports are updated across the codebase.

Congrats Hero ! 🦸‍♀️

You now have built a new integration with Panora

NB: The development kit to add integrations out of the blue is coming soon 🎸