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.

Section I: Web service access

Section II: Importing records and granting member status

Member types present in Aptify are used to create Security Groups in your Community site. These will be used to determine member status and control security in your Community site.

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 Member Types to add to our filter list. Users who are not in these Security Groups will not be able to access the site.

Section III: Communities

Committees, Chapters, and Events in Aptify will be used to create integrated communities in your Community site.

Section IV: Demographics

Member contact information (e.g., name, email address, phone number, etc.) is integrated from your AMS to populate profiles in your Community site.

Section V: Single Sign-On

Higher Logic supports OAuth, SAML, and OIDC setups for use with your Aptify information.

NOTE: Are you planning an SSO implementation with Higher Logic? If so, your implementation project may require a one-time fee for configuration and testing. Reach out to us to learn more.

• If you plan to use SSO for your integration, provide "test" Member and Non-Member credentials below for the method you will be using so we can provide the necessary setup information.