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Objective/Purpose
The purpose of this document is to outline the requirements to integrate a Clubware club with the InTouch Connector. The intended audience is the administrator or manager of the club that wants integration between InTouch and Clubware.
About The Connector
The Connector is simply theInTouch and Clubware work together allowing you to pull data from InTouch into Clubware on demand and eliminating the need for double entry of data into Clubware.
How does it work?
Each time you add or update a membership lead record in InTouch, it pushes that data to the InTouch Connector immediately. The Connector is simply a piece of software that handles all the communication between the two systems. When a lead is added or updated in InTouch, or when a lead is sold, that lead or member will be also in Clubware.Understanding the Integration
Clubware does not provide the ability for the Connector to push data directly to Clubware. Instead, Clubware pulls the Connector for updates. The pull is done manually from the Clubware application.
Requirements
The following attributes are required to turn on the integration. All of these will probably have to be provided directly from Clubware, or your IT Administrator
Please speak with You can then pull this information into Clubware on demand. As for detail on exactly how to do that in Clubware and for details on what information they pull int, we feel it's best to leave that with the Clubware experts.How do we get started?
- Contact InTouch Support Services with your name, club name and location, and let us know you'd like us to enable an integration with Clubware.
- Contact your Clubware representative to ensure you have the correct version of Clubware
- , set up for integration
Customer Actions
InTouch can only initiate your integration once we receive the following details:
Please obtain the following information from Clubware and return this to InTouch
Email to: support@intouchfollowup.com
Clubware Version Installed:
____________________________________________________________________
Clubware to InTouch Club ID Mapping
Club name and location | InTouch Club ID |
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___________________________________________________ | _________________ |
___________________________________________________ | _________________ |
___________________________________________________ | _________________ |
___________________________________________________ | _________________ |
___________________________________________________ | _________________ |
___________________________________________________ | _________________ |
___________________________________________________ | _________________ |
___________________________________________________ | _________________ |
___________________________________________________ | _________________ |
- and provide instructions on how pull in data.