The customerServiceManagement:crmImport module adds an item under the Manage dropdown on the Customers, Organizations, and Products pages within the customer directory of the Customer Service Management (CSM) app. When the item is clicked, content is rendered inside a modal dialog. This module is intended for apps that import customer context data from external CRM systems (for example, HubSpot, Zendesk, or Salesforce) into Customer Service Management.

This module can be used in Customer Service Management.

Item under the Manage dropdown on the Customers page

Modal opened by clicking the item, rendering the Forge app content

For a high-level guide and pointers to product-specific integration patterns, see Import customer context data with a Forge app.

Properties

Property	Type	Required	Description
`key`	`string`	Yes	A key for the module, which other modules can refer to. Must be unique within the manifest. Regex: `^[a-zA-Z0-9_-]+$`
`resource`	`string`	If using Custom UI or modern versions of UI Kit	The key of a static `resources` entry that your module will display. See resources for more details.
`render`	`'native'`	If using modern versions of UI Kit	Indicates the module uses UI Kit.
`resolver`	`{ function: string }` or `{ endpoint: string }`		Set the `function` property if you are using a hosted `function` module for your resolver. Set the `endpoint` property if you are using Forge Remote to integrate with a remote back end.
`title`	`string` or `i18n object`	Yes	The title of the modal, which is displayed at the top of the modal. The title also appears as an item under the Manage dropdown on the Customers, Organizations, and Products pages. The `i18n object` allows for translation. See i18n object.
`icon`	`string`		The icon displayed next to the `title`. For Custom UI and UI Kit apps, the `icon` property accepts a relative path from a declared resource. Alternatively, you can also use an absolute URL to a self-hosted icon. See Icons for more information. If no icon is provided, or if there's an issue preventing the icon from loading, a generic app icon will be displayed.

i18n object

Key	Type	Required	Description
`i18n`	`string`	Yes	A key referencing a translated string in the translation files. For more details, see Translations.

Extension context

UI Kit and Custom UI

Use the useProductContext hook to access the extension context in UI Kit or getContext bridge method in Custom UI.

Property	Type	Description
`type`	`string`	The type of the module.
`location`	`string`	The full URL of the host page where this module is displayed.