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
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: Web service access
To start the integration, we require access to your API documentation. We request that this information be sent to your Higher Logic implementation project manager.
- You can request this information from your Impexium project manager.
- We cannot proceed with the integration until this information is obtained.
Provide the following contact information for your Impexium project manager in case we have questions or need additional integration-related information.
Section II: Importing records and granting member status
Higher Logic syncs all records from your Impexium database into your Community site.
- List the member type codes that exist in Impexium.
|Access to Site?
|Access to Open Forum/Show in Directory?
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 a Membership Code in Impexium titled Staff,
- assign your team appropriately, and
- note this Membership Code above.
Higher Logic can limit the records being synced to only those records in select Security Groups. If you want to limit the records being synced from your AMS, let your project manager know which of the above Memberships to add to our filter list. Users who are not in these Security Groups will not be able to access the site.
Section III: Expiration date
By default, Higher Logic uses a record's MemberExpires field as the end date to their Community access.
Section IV: Events
Event information is synced from Impexium 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., first name, last name, company name/address, member address, phone numbers, email address, etc.) is integrated from your AMS to create profiles.
Section VI: Single Sign-On
Impexium supports Single Sign-On (SSO) with your Community site. This means that your members will be able to move between your main organization website and your Community site without having to separately log in to each.
Provide SSO testing credentials if you plan to use SSO for this integration.