NetForum Enterprise + 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.

Supported Lookup Methods:

Email address

Supported Lookup Modes:

Individual
Organization (available with additional development)
Dual - check for organization, then individual (available with additional development)

Required Settings:

Base URL
UserName
Password

Minimum Version Supported:

2017.1.22

Profile EndPoint Used:

WEBIndividualGet)

Field Mapping

The following data is transferred from NetForum Enterprise to EdgeReg.

EdgeReg Field	Source Field	Notes
Status	Customer.cst_member_flag	1 = Active; 0 = Non-member
Category	None or NetForum Role	If Role is used, the lookup (WEBGetRolesForUser) pulls the first found role for NetForum by using Customer.cst_recno as advocated by the client.
Member ID	cst_recno
Salutation	Individual.ind_prf_code
First Name	Individual.ind_first_name
Last Name	Individual.ind_last_name
Address 1	Business.adr_line1
Address 2	Business.adr_line2
City	Business.adr_city
State	Business.adr_state
Zip Code	Business.adr_post_code
Country	Business.adr_country
Username	Customer.cst_recno
Email	Email.eml_address

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