Personify + Scorecard Member Lookup

Required Credentials

We need the following for all integrations (repeat or new):

  • PersonifySSOUrl
  • ServiceEndpointUrl
  • OdataServiceUrl
  • RoleServiceUrl

If new, we also need:

  • VendorUsername
  • VendorPassword
  • VendorID
  • VendorBlock
  • OdataUser
  • OdataPassword

Field Mapping

The following fields are mapped from Personify to Scorecard. Fields are updated upon login.

The client should update their Scorecard Settings >>> Users >>> Account Options to ‘Show user profile editor link on landing page’ = ‘No’. The end-user should not edit their profile fields directly in Scorecard, because this data will come from Personify. If the end-user does so, it will be overwritten when the user logs in next. 

Personify FieldScorecard FieldNotes
FirstNameAuthorFirstNameRequired
LastNameAuthorLastNameRequired
CompanyNameAuthorOrganization
CityAuthorCity
StateAuthorState
CountryCodeAuthorCountry
WorkEmailAuthorEmailRequired
MasterCustomerIDAuthorMemberIDRequired
MasterCustomerIDAuthorAssociationMemberNumber

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