This article describes the Higher Logic integration with Novi AMS. This integration is applicable to:
- Higher Logic Thrive Marketing Professional (Thrive Marketing Professional)
This article is intended for Higher Logic customers who use Novi AMS (Novi) as their authoritative data repository. The article focuses on:
- which data is synchronized ("synced"),
- how often the data gets synced to Higher Logic, and
- the known and expected limitations of the integration's data exchange.
To learn about Novi AMS, visit https://www.noviams.com/.
Overview
Novi is the "system of record" and where records-management occurs. The data exchange with Higher Logic is one-way: from Novi to Higher Logic.
- Higher Logic does not write data to Novi.
- All record management must be done in Novi.
Requirements
To use this integration, you must have:
- Novi REST API access (Premium or Enterprise tier)
- An active Novi API key
- Permission to access members, groups, committees, and events
Data sync
Higher Logic connects to Novi using Novi's REST API to pull the following types of data into Higher Logic.
- Members
- Groups
- Committees
- Events
These data types are detailed in dedicated sections below.
When the data from Novi have synced in Higher Logic, lists, segmentation, and access rules in Higher Logic are based on the freshly synced data.
How often data syncs
- Data is synced according to a schedule (typically, hourly, based on when it was last updated in Novi).
- Changes made in Novi populate in Higher Logic after the next successful sync.
- The integration does not support "real-time" updates.
Members (Contacts) data
The following Members data in Novi syncs to Higher Logic.
- Name and basic contact information
- Email addresses and phone numbers
- Membership statuses and dates
- Organizations and billing relationships
- Profile images and biographies
- Social media links
- Privacy and unsubscribe settings
Members data-sync notes
- Syncing member-record updates is incremental and is based on whether the updates have been flagged as changed in Novi.
- Three types of addresses are synced to Higher Logic for each member: Personal, Billing, and Shipping. Each address type is handled separately.
Custom fields
All member-based custom fields in Novi automatically sync.
- There is no limit on the number of custom fields that will sync.
- The supported custom-field types are:
- Checkboxes
- Multi-select/pick-list (i.e., a set of options)
- Text fields
Notes
- New custom fields may take one sync cycle to appear.
- Checkboxes and Multi-select fields can be used for grouping and for segmentation.
- Multi-select/pick-list fields create one group per selected option.
- Multi-select/pick-list options appear only if they are used on a member record.
Groups data
The following Groups data in Novi syncs to Higher Logic.
- Novi groups
- Group memberships
Groups data are refreshed regularly and can be used for:
- Email targeting
- Community access rules
- Segmentation
Committees data
The following Committee data in Novi syncs to Higher Logic.
- Committee membership
- Committee roles
- Term start and end dates
NOTE: Committees that have a lot of members may take longer to sync.
Events data
The following Events data in Novi syncs to Higher Logic.
- Event name and description
- Dates, times, and time zones
- Location information
- Registration and event detail links
Events data-sync notes
- All Events data are refreshed during each sync.
- Event updates display only after the sync completes.
The integration does not support
The Higher Logic integration with Novi does not support:
- Writing data from Higher Logic to Novi
- Synchronizing activity data or engagement data
- Real-time updates
- Partial or instant event updates
Common questions
If you are encountering issues, review the following questions and answers for a possible solution.
I updated a member record in Novi; why am I not seeing the update in Higher Logic?
- Confirm the update was saved in Novi
- Wait for the next scheduled sync to complete
- Some updates may take up to one sync cycle to appear
Why don't I see a new custom field?
- Make sure the field is a member custom field in Novi
- Ensure the field has been populated for at least one member
- Allow one full sync cycle after creation
Why are some events missing or outdated?
- Event updates appear only after a full sync completes
- Customers with many events may see longer sync times
- Archived or inactive events may not be included
Summary
The Higher Logic integration with Novi provides a reliable way to ensure that your data in Higher Logic is synchronized with the data in your authoritative Novi database.
The integration is designed for scheduled data synchronization, not real-time updates or as a bi-directional data exchange.
- For questions about data accuracy or timing, create a case with Higher Logic Support and request help verifying sync status and troubleshooting issues.