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: Web service access

To start the integration, we require access to your API documentation. We request that this information be sent to your project manager.

You can request this information from your Association Anywhere project manager. We cannot proceed with the integration until this information is obtained. Request the following endpoints:

• GET_CUST_INFO_XML
• GET_EVENTREG_INFO_XML
• GET_QUEUE_CUSTS_XML
• FORCE_ENQUEUE_CUSTS_XML
• PURGE_QUEUE_XML
• GET_EVENT_INFO_XML
• AUTHENTICATION
• VALIDATELOGINBYHASH_XML
• INSERT_ACTIVITY_XML

Provide the following contact information for your Association Anywhere project manager in case we have questions or need additional integration-related information.

Section II: Profile

Member contact information (e.g., name, company address, etc.) is integrated from your AMS to create profiles.

Section III: Importing records and granting member status

Higher Logic syncs all records from your Association Anywhere database into your Community site. Security Groups are created based on SSA Roles in Association Anywhere. Staff records must belong to a SSA Role.

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

Section IV: Expiration date

The Association Anywhere Integration does not support an expiration date. Members are expired when they are removed from the SSA Role in Association Anywhere.

Section V: Community groups

Community Groups are automatically created based on Committees and Memberships in Association Anywhere.

Section VI: Events

Event information is synced from Association Anywhere to your Community site once per day.

A calendar of events is created and available to your members in your Community site.

Section VII: Single Sign-On

Association Anywhere 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.

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.