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Before any technical details can be discussed, there needs be agreement on what level of functionality will be provided in the integration between InTouch and your system via the Connector. This is extremely important as it has large implications on what the technical requirements will be.
The main questions that need answering are
- Is the integration going be a two way synchronization, or one way? i.e. will you be receiving data, sending data, or both. The most common and simple integration is usually one-way where users created in InTouch are automatically created in your system.
- If you will be receiving data, then you will need the 'Conenctor Partner Integration Guide'
- If you will be sending data, then you will need the 'Connector API Guide'
- What data is going to be included?
- Prospects (a.k.a. leads)
- Or Members
- Or both
- If prospects, is any additional data to be included?
- Staff Owner of Lead
- Lead Source of Lead
Depending on your answers to steps 2 and 3, various requirements will need to be met. For example, if you wish to receive prospects with a staff owner, your web service must provide a method for the Connector to get a list of staff. The details of these requirements are outlined in the companion documents
General Information
This section outlines some common information about the Connector.
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