...

In order to overcome this, the Connector uses a lookup method so that when a staff is saved in InTouch, it is sent to the Connector, and the Connector will fetch a list of staff from DataTrak and attempt to find a match based on the email address. So if ‘John Smith’ already exists as a staff in eClub with the email ‘jsmith@myclub.com’, then you must create ‘John Smith’ in InTouch and use the same email address, the Connector will then link the two ‘John Smith’ staff together.  This will then allow prospects that are created in InTouch and assigned to ‘John Smith’, to be sent to eClub and still be assigned to ‘John Smith’ as the 'Sales Person'(

...

...

Limitations

• Only prospects are sent to DataTrak (including updates).  Members are not supported at this time
• Staff and lead source 'synchronization' is currently only done manually on an item by item basis. InTouch is working on a feature that will eliminate the need to manually save each staff and lead source.

...

• ABC has security per-club for DataTrack web services. In order to access the web services for your club, the “ABC Client Waiver” form must be filled out and signed. We will then pass that on to ABC who will in turn enable the access for us.  Please contact integration@intouchfollowup.com to get this process started.
  
  • Within the ABC waiver you can specify the list of your clubs.  For each club we need the InTouch club ID (available from us) and the DataTrack club ID (available from your administrator or DataTrak).  For example, if you have 3 clubs, you should have 3 ABC ClubID attributes, and three InTouch ‘ClubID’ attributes.