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• 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.

Requirements

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Customer Actions

• 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.

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