Skip to content

Latest commit

 

History

History
58 lines (39 loc) · 3.9 KB

setup-mockoon.md

File metadata and controls

58 lines (39 loc) · 3.9 KB
Raw

Setup a mock CRM system with Mockoon

Note: If you are not using Mockoon for your mock CRM, see step 7 for information about starter data and step 8 for information about the CORS headers that you need to enable on your mock service.

  1. Install Mockoon from Download Mockoon. There are versions for various operating systems, but as of 5/29/2023, this sample only works on Windows so you need to be working on a Windows computer.

  2. Open Mockoon and select the New environment button.

    Mockoon application screen at startup, with a box drawn around the icon of the new environment button.

  3. In the navigation dialog that opens, accept the default path and specify mock-crm.json as the file name.

    Windows file selection dialog with mock-crm.json filled in for the file name.

  4. In the Mocktoon app, make sure the Mock crm environment is selected, click the Routes drop down and then select CRUD route.

    Mockoon screen with a box drawn around the icon of the Routes button and the CRUD route option.

  5. Make sure the new CRUD route is selected and type "offers" in the path box.

    Mockoon screen with the word "offers" (lower case) in the path box.

  6. Select the Data and when it opens click the Add data button. Set the databucket name to "Offers".

  7. Paste the following JSON data into the large text area. This starter data represents two customers who have been offered discounts in Outlook email messages.

    [
   {
     "id": "fe8cae38-278b-4b56-a8b8-e5a58e565436",
     "customer" : "[email protected]",
     "salesperson": "[email protected]",
     "discountPercentage": 15,
     "offerText": "We are pleased to offer you a discount of "
   },
   {
     "id": "d6d0fc50-4715-4fdf-82f2-4bf90d6320c4",
     "customer" : "[email protected]",
     "salesperson": "[email protected]",
     "discountPercentage": 20,
     "offerText": "As a preferred customer, your discount is "
   }
]

    Mockoon screen with the Data tab selected and the word "Offers" (upper case "C") in the name box and the JSON data in the large text area.

  8. Select the Headers tab, and then click add CORS headers. When the process completes, the Headers tab should look like the following:

    Mockoon screen with the Headers tab selected and the following headers listed: "Content-Type: application/json", "Access-Control-Allow-Origin: *", "Access-Control-Allow-Methods: GET,POST,PUT,PATCH,DELETE,HEAD,OPTIONS", and "Access-Control-Allow-Headers: Content-Type, Origin, Accept, Authorization, Content-Length, X-Requested-With.

  9. Select the Routes tab again. In the lower right pane of the tab, select the subtab Data. In the Select a databucket ... drop down, select Offers.

    Mockoon screen with the Routes tab selected and the word "Offers" (upper case "C") in the drop down on the Data subtab.

  10. The mock database server is now configured. When you are ready to use the sample application, click the green Start server arrowhead button to the left of the Routes tab. The button becomes a red square which indicates that the server is running. To stop the server, click the red square Stop server button.

    Mockoon screen with green arrowhead start server button. Mockoon screen with red square stop server button.

Note: When you add data to the databucket with POST requests, the data is added to only an in memory copy of the data. When you stop the server, this added data is lost and the database has only the starter data that you added in step 7.