NOTE: This Higher Logic Technical Worksheet is intended for customers with Engagement Platform for Members.
The technical integration framework between your Association Management System (AMS) and Higher Logic is determined by the information received in this technical worksheet. This framework defines how Higher Logic interacts with the data in your AMS to create:
- member profiles,
- security groups,
- communities, and
- events.
After the integration is established, a periodic check (Periodic Refresh) for changed records in your AMS, coupled with a refresh of each updated record (Member Refresh) yields a robustly integrated ecosystem. The Periodic Refresh and Member Refresh ensure that Higher Logic has the most-up-to-date member data.
Complete the information below, providing as much detail as possible. Contact your project manager if you have any questions.
Section I: xWeb credentials
To start the integration, provide production xWeb credentials to Higher Logic. To obtain these credentials, contact Abila netFORUM support and ask them to provide you with an xWeb username and password to your production database for the integration.
Provide the requested web service credentials below.
| eWeb login portal URL | |
| Production xWeb Username | |
| Production xWeb Password |
Section II: Importing records and granting member status
Higher Logic syncs all records from your netFORUM Pro database into your Community site.
List the MemPrd.prd_names and MemPrd.prd_codes that exist in netFORUM Pro.
| MemPrd.prd_name | MemPrd.prd_code | Access to Site? | Access to Open Forum/Show in Directory? |
| Example: Staff | STF | Y/N | Y/N |
| Example: Member | MBR | Y/N | Y/N |
| Example: Non-member | NMB |
Higher Logic can categorize your Staff differently from your Members. This gives us the ability to add staff to a designated "staff" community, add "staff" ribbons to their profile, and exclude them from the Most Active Members widget. To allow us to do this:
- create MemPrd.prd_names and MemPrd.prd_codes in netFORUM Pro titled Staff,
- assign your team appropriately, and
- note the MemPrd.prd_names and MemPrd.prd_codes above.
Section III: Expiration date and grace period options
By default, Higher Logic uses a record's mbr_expire_date as the end date to their Security Group memberships.
In most cases, the user will no longer have access to your Community site when their end date is reached.
Section IV: Events
Event information is synced from netFORUM Pro to your Community site once per day.
A calendar of events is created and available to your members in your Community site.
Section V: Profile
Member contact information (e.g., name, company, address, etc.) is integrated from your AMS to create profiles.
Section VI: Credentials for login
Typically, netFORUM Pro does not support Single Sign-On (SSO) with your Community site. However, we can set up your site login to use the same username and password as netFORUM, reducing the need for multiple passwords.
In order to set this up, we need login credentials to use for testing.
- These are separate from the xWeb credentials and can be for any user who is allowed to be synced to Higher Logic.
| Test Login Username Email | |
| Test Login Password |