Expo Harvester - Activity Write-back to iMIS

Overview

For a specific eventID, an activity record is sent to iMIS based on a trigger.


Triggers

The writeback will be triggered based on the following actions:

  • if PaymentMechanism=“Online Credit Card” and PaymentStatus=“Charged”
    • automatic when credit card payment is made
  • if PaymentMechanism=“Online Credit Card” and PaymentStatus=“Refund”
    • processed administratively on the backend
  • if PaymentMechanism=“E-Check” and PaymentStatus=“Charged”
    • automatic when an e-check (aka ACH) payment is made
    • only available for authorize.net payment processor and if this feature is enabled
  • if PaymentMechanism=“E-Check” and PaymentStatus=“Refund”
    • processed administratively on the backend
    • only available for authorize.net payment processor and if this feature is enabled
  • if PaymentMechanism=“Check” and PaymentStatus=“Cashed”
    • processed administratively on the backend
  • if PaymentMechanism=“Check” and PaymentStatus=“Refund”
    • processed administratively on the backend
  • if PaymentMechanism=“Wire Transfer” and PaymentStatus=“Cashed”
    • processed administratively on the backend
  • if PaymentMechanism=“Wire Transfer” and PaymentStatus=“Refund”
    • processed administratively 0n the backend
  • if PaymentMechanism=“Purchase Order” and PaymentStatus=“Cashed”
    • processed administratively on the backend
  • if PaymentMechanism=“Purchase Order” and PaymentStatus=“Refund”
    • processed administratively on the backend


Field Mapping

Client to provide spreadsheet with the following columns:

  1. Cadmium Field: Select from the list of available fields below
  2. Third-Party Field: Corresponding field name to map to (examples in the chart below are from an integration we do with a specific iMIS reseller)
  3. Required (Yes/No): Indicate all fields that are required by the third-party


Cadmium Field
Third-Party Field Name
(Values below are examples)
Required by Third-Party 
(Yes/No)

(Values below are examples)

Field value provided by clientActivityType
Yes
EventCodeActivityProductCode
Yes
ExhibitorAssocationIDiMISID
Yes
BoothDescriptionActivityDescription
No
ExhibitorCategoryActivityCategory
No
PaymentDateChargedActivityDate
No
PaymentID
ActivityOption2
No
PaymentCreditCardTransactionIDActivityOption3No
PaymentMechanismActivitySourceCode
No
BoothCountActivityQuantity
No
ExhibitorBudgetPaidActivitySourceCode
No


Requirements

Customer to provide the following:

  • Technical documentation from third-party vendor 
  • Endpoint
  • Field mapping spreadsheet noted above
  • Values for any hardcoded fields


Acceptance Testing

Note, Cadmium cannot test this type of integration. Testing is the sole responsibility of the client.

  • Log in as an exhibitor
  • Make a test booth purchase to trigger the activity to be sent
  • Confirm the activity is created in iMIS and includes all the information you expect to see
  • If you find any issues, please let your integration project manager know


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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