Objective/Purpose

The purpose of this document is to outline the requirements to integrate a Paramount customer with the InTouch Connector. The intended audience is the administrator or manager of the club that wants integration between InTouch and Paramount.

About The Connector

The Connector is simply the piece of software that handles all the communication between the two systems. The primary use case is that when a lead is added to InTouch, that lead will automatically be sent to Paramount, preventing the need for duplicate entry.  Updates to the lead will also flow from InTouch to Paramount via the Connector.  Please see the 'Connector Overview' document for more information.

Understanding Data Integration

The InTouch/Paramount integration allows insert/update prospects only in InTouch.  The integration does not allow for the creation (or update) of members in Paramount.

Staff and Lead Sources

The InTouch/Paramount integration offers synchronization of both staff and lead sources.

Due to limitations between the two systems, InTouch cannot create staff in Paramount which means staff created in InTouch cannot then be sent to Paramount and created there.When a staff is saved in InTouch, it is sent to the Connector, and the Connector will fetch a list of staff from Paramount and attempt to find a match based on the email address. So if ‘John Smith’ already exists as a staff in Paramount with the email ‘jsmith@myclub.com’,  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 Paramount and still be assigned to ‘John Smith’ as the 'Membership Advisor'.

Unlike staff, a lead source created in InTouch can be sent to Paramount. When a lead source is saved in Intouch, it is sent to the Connector, and the Connector will fetch a list of staff from Paramount and attempt to find a match based on the name(description). So if 'Facebook' already exists as a lead source in Paramount, the Connector will then link two 'Facebook' together. If the 'Facebook' doesn't exist in Paramount, it will be inserted. This will then allow prospects that are created in InTouch and have Lead source ‘Facebook’, to be sent to Paramount and still have ‘Facebook’ as the lead source.