RAYNET CRM — automatic contact export

Automatic export of leads from Swopi Teams into RAYNET CRM. A lead from a web business card or a new contact in the dashboard is sent to your RAYNET automatically — connection via API key, field mapping, deduplication by email.

The integration with RAYNET CRM (a Czech CRM) sends every new contact from Swopi straight into your RAYNET. Someone fills in the form on your web business card, or you add a lead manually in the dashboard — and Swopi automatically sends it to RAYNET as a lead or a contact person. No manual retyping, no CSV.

This is a one-way push — Swopi writes new contacts into RAYNET via its REST API. Swopi does not delete or read anything back from RAYNET (apart from deduplication by email for contact persons). We are starting with RAYNET as the first of a series of direct CRM integrations; further ones (HubSpot, Pipedrive, Salesforce…) are being added one at a time.

#Overview
Target CRM RAYNET (app.raynet.cz)
Direction Swopi → RAYNET (one-way push)
Connection REST API v2, HTTP Basic auth (email + API key) + X-Instance-Name header
What gets created Lead or contact person (person) — depending on your choice
Trigger Automatically on every new contact, or manual sending of selected contacts
Deduplication For a contact person: searches by email → updates the existing contact instead of creating a duplicate
Availability Swopi Teams plan, configured by the organization administrator; in RAYNET the Professional+ plan (API keys)

#How it works in principle

The principle is the same for all CRMs: connect the account → choose when leads are sent (automatically / manually) → map the fields → verify with a test lead.

#Prerequisites

  • the Swopi Teams plan and the organization administrator role,
  • a RAYNET account on the Professional plan or higher (API keys are not available on the START plan),
  • a RAYNET API key (generated by the administrator — see step 1).

#Step 1 — Generate an API key in RAYNET

In RAYNET (as an administrator):

  1. Open Settings (the gear icon) → For developers → API keys.

  2. Click the green New API key button.

  3. Select the user account under which the key will run (usually the administrator; you can also create a separate account just for the integration — it is billed at a reduced price).

  4. Name the key and copy the key value before saving — after saving you will no longer be able to view it. Recommended name:

    Swopi

    📸 Screenshot: generating an API key in RAYNET (Settings → For developers → API keys). images/integrace/raynet/raynet-api-key.png

You will need three pieces of information:

Item Where to find it
Instance name The part in your RAYNET address right after app.raynet.cz/ — e.g. app.raynet.cz/mycompany/ → the instance is mycompany (lowercase, no spaces).
Login email The email of the user under which you created the key.
API key The value copied in step 4.

#Step 2 — Connecting in Swopi

Dashboard → Integrations → RAYNET CRM:

  1. Connection — fill in the Instance name, Login email and API key.

  2. Click Test connection — Swopi verifies the login and loads the list of RAYNET users (for selecting the record owner). A green "Connected" badge = everything works.

    📸 Screenshot: connecting to RAYNET and testing the connection in Swopi. images/integrace/raynet/swopi-raynet-connect.png

The API key is stored only on the server and is never returned to the browser (the UI only indicates that the key has been saved).

#Step 3 — What to create in RAYNET

Choose the sync target:

  • Lead — recommended. Each contact is created as a new lead. It does not require selecting an owner and can send a notification email. Ideal for inbound leads from business cards and forms.

  • Contact person (person) — creates/updates a person. Swopi first searches by email; when it finds the person, it updates them instead of creating a duplicate contact (deduplication by email). Requires selecting an owner (a RAYNET user).

    📸 Screenshot: choosing the target (lead / contact person) and selecting the owner. images/integrace/raynet/swopi-raynet-target.png

#Step 4 — Automatic synchronization

The Automatic synchronization toggle:

  • On (recommended) — every new contact (a lead from a business card and one added manually in the dashboard) is sent to RAYNET immediately. No manual steps.
  • Off — send contacts manually from the Contacts view: select them and choose Sync to CRM → Send selected to RAYNET (or "Send all").

#What is synchronized automatically (and what is not)

Automatic synchronization is event-based, not a timer — it does not run on any interval; it triggers the moment a lead is created. So it is worth knowing that:

  • Old contacts (the ones you already have in your database from before enabling the integration) are not transferred automatically. Send them once manually via Sync to CRM → Send all. From then on, new contacts flow on their own.
  • Manually added leads in the dashboard (Create lead) are auto-synced right away at creation.
  • Leads from a web business card (the lead form on your business card) run through a server function. The automatic push to the CRM is triggered for them only when the connecting "hook" is active (two server variables set by the administrator / IT on the Cloud Functions side). Without it, these leads are not sent automatically — send them manually via Sync to CRM. If you want a fully automatic flow for business-card leads too, write to support@swopi.co and we will activate the hook.

#Field mapping

This is how data from a Swopi contact is written into RAYNET:

Field in Swopi RAYNET — lead RAYNET — contact person (person)
Name firstName / lastName firstName / lastName
Email contactInfo.email contactInfo.email
Phone contactInfo.tel1 contactInfo.tel1
Company companyName —
Position notice position
Note notice notice

Optionally, Swopi adds "Source: Swopi (digital business card)" to the note, so that in RAYNET you immediately recognize where the lead came from.

#How synchronization works

  • A new lead from a web business card → as soon as someone fills in the form on your business card, Swopi saves the contact and (when Auto Sync is on) sends it to RAYNET right away.

  • A manually added contact in the dashboard → behaves the same as a lead from a business card.

  • Deduplication (contact person only) → Swopi searches by email; if it exists → it updates; otherwise it creates a new person. For leads, a new record is always created (a lead is by its nature a new inquiry).

  • Security → the API key never leaves the server. An error on the RAYNET side never discards a lead — it stays in Swopi and the error is recorded in the integration status.

    📸 Screenshot: the "Sync to CRM" button in Contacts with RAYNET active. images/integrace/raynet/swopi-contacts-sync.png

#Step 5 — Test it (test lead)

On the configuration page, click Send test lead. Swopi sends one sample contact to RAYNET — verifying that the entire connection and mapping works. You can then simply delete the test lead in RAYNET.

📸
a test lead successfully created in RAYNET.

images/integrace/raynet/raynet-test-lead.png

## Troubleshooting
Symptom Cause and resolution
"Invalid login" during the connection test Wrong instance name, email or API key. Check step 1; the key cannot be displayed again after saving — create a new one if needed.
The test passes but the lead does not appear For the contact person target, an owner must be selected. Select it and save.
API keys cannot be created in RAYNET The API is available from the Professional plan. The START plan does not support API keys.
A lead from a business card was not sent automatically Check that Automatic synchronization is on and the integration is saved and active.
raynet-429 in errors The RAYNET API limit (rate limit) was exceeded. Split bulk sends; Swopi sends a maximum of 1000 contacts per run.

#Disabling the integration

You can disable the integration at any time in Integrations → RAYNET CRM: turn off Automatic synchronization (stops automatic sending of new contacts) or deactivate the entire integration. The data already in RAYNET remains. Full disconnection = delete the "Swopi" API key in RAYNET (Settings → For developers → API keys).

Integration contact: support@swopi.co

#Field mapping

Choose which Swopi field goes into which field here in the Field mapping tab (Dashboard → Integrations → this integration). How it works + the defaults: Field mapping.