MemberClicks + EdgeReg Member Lookup

Overview

Membership integrations are optional, for clients who would like the convenience of validating a registrant’s membership status with their CRM provider during registration.

Description

The registrant stays on the EdgeReg form throughout validation. They enter credentials, which are then sent to the CRM provider via a secure connection. The CRM sends details for that member back to EdgeReg.

The client will need to create an API Client in the MemberClicks API Management portal to grant Cadmium the ability to access data. Review MemberClicks’ API Management documentation. The API Client created must meet the following criteria:

Permission Scope is given “Read” access (“Write” is not required)
For Authorization Grant Type, “Client Credentials” is checked
In the Select Groups section, “Administrative Group” is checked

Supported Lookup Methods:

Email address
Username and password

Required Credentials:

MemberClicks organization ID
MemberClicks client ID
MemberClicks client secret

Field Mapping

The following data is transferred from MemberClicks to EdgeReg.

EdgeReg Field	Source Field	Notes
Status	Always Active	Always Active
Category	Member Type
Member ID	Member Number
First Name	First Name
Middle Name	Middle Name
Last Name	Last Name
Company	Organization
Address 1	Address 1
Address 2	Address 2
City	City
State	State
Zip Code	Zip Code
Country	Country
Phone	Phone
Email	Primary Email

DISCLAIMER

For this integration, Cadmium does the development to connect to the third-party system. It is the Customer's responsibility to verify development needs and associated costs with the third-party to allow Cadmium to connect to their system. The required credentials Cadmium needs from the third-party to develop the integration are noted above.

Last modified Jun 18, 2024