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:
- Cadmium Field: Select from the list of available fields below
- 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)
- 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 client | ActivityType | Yes |
EventCode | ActivityProductCode | Yes |
ExhibitorAssocationID | iMISID | Yes |
BoothDescription | ActivityDescription | No |
ExhibitorCategory | ActivityCategory | No |
PaymentDateCharged | ActivityDate | No |
PaymentID | ActivityOption2 | No |
PaymentCreditCardTransactionID | ActivityOption3 | No |
PaymentMechanism | ActivitySourceCode | No |
BoothCount | ActivityQuantity | No |
ExhibitorBudgetPaid | ActivitySourceCode | 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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