Update page7.md

rodekruis · Jan 21, 2025 · 403fe2f · 403fe2f
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diff --git a/docs/pam/page7.md b/docs/pam/page7.md
@@ -17,28 +17,27 @@ Option 2 only requires some extra configuration of the Kobo REST Service.
 
 All options are explained below, but first universal preparation steps are listed:
 
-***Preparation*** 
+***Preparation:*** 
 
 - Create all the fields in EspoCRM that you will need
 - Create the corresponding layout(s)
 - Create an API user in EspoCRM with a corresponding role
 
 # Option 1: Direct connection through KoBo REST service
 
-Below is a very short list of steps, this will be improved in the future
-
-Create your form in your preferred way
-Download the xlsform
-Create hidden fields with the "name" corresponding to the fieldnames in espoCRM
-Use calculations to "map" the answers to the questions of the survey, for example:
-Upload the updated xlsForm in KoBo
-Go to your form, click on settings and then REST Services
-Fill in the following things
-endpoint: this is the API endpoint for the entity that you want to make a record for
-Select fields subset: type all the fields you want to push to espoCRM (tip: you can paste a comma separated list)
-Custom HTTP Headers: X-Api-Key - copy & paste the api key from the api user in EspoCRM
-Test and debug
-Option 2: use KoboConnect
+- Create your form in your preferred way
+- Download the xlsform
+- Create hidden fields with the "name" corresponding to the fieldnames in espoCRM
+- Use calculations to "map" the answers to the questions of the survey, for example:
+- Upload the updated xlsForm in KoBo
+- Go to your form, click on settings and then REST Services
+- Fill in the following things
+  - endpoint: this is the API endpoint for the entity that you want to make a record for
+ - Select fields subset: type all the fields you want to push to espoCRM (tip: you can paste a comma separated list)
+ - Custom HTTP Headers: X-Api-Key - copy & paste the api key from the api user in EspoCRM
+- Test and debug
+
+# Option 2: use KoboConnect
 See KoboConnect docs. Note: if debugging is needed, this can be done by checking the logs of EspoCRM
 
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