ATS Bridge with iMIS + EdgeReg Single Sign-on

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. 

IMPORTANT NOTE 

You must also contract the ATS bridge directly with ATS for this integration to function.

Description

The registrant is automatically redirected between the EdgeReg form and CRM site during validation. They log into the CRM site, then are passed back to the EdgeReg form with their credentials included.

Supported Lookup Methods:

  • Email address
  • Member ID

Required Credentials: 

  • Client must purchase bridge from ATS
  • API Token (provided by Cadmium)
  • TokenParam (provided by Cadmium)
  • Base URL

Field Mapping

The following data is transferred from ATS to EdgeReg.

EdgeReg Field 

Source Field 

Notes

Member ID 

ID 


Member Company ID 

CompanyID 


Customizable 

Member Type 

Set to Level or Category

Customizable 

Company Member Type 

Set to Level or Category

First Name 

First Name 


Middle Name 

Middle Name 


Last Name 

Last Name 


Suffix 

Suffix 


Company 

Company 


Title 

Title 


Address 1 

Address 1 


Address 2 

Address 2 


City 

City 


State 

StateProvince 


Zip Code 

Zip 


Country 

Country 


Phone 

Work Phone 


Fax 

Fax 


Email 

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.

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