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Client Guide for Motionsoft Moso
Client Guide for Motionsoft Moso
Understanding Data Integration
The InTouch/Moso integration currently allows for insert/update of prospects in InTouch. This simply means the integration is one-way only. Data entered or updated in Moso does not flow to InTouch.
How to get started
In order for InTouch to connect to MoSo, first a staff account must be created, and then a workstation which can be used. Below are some details, but for additional assistance in how to add a staff account into your MoSo site, please contact your Motionsoft representative.
1. MoSo - Create a staff account that will be used by the integration
- Click 'Staff & User' in the menu on the left side
- Click 'Add New Employee'
- Enter a first name of "InTouch", and a last name of "Integration". Click 'Next'
- In the "Employee Information" screen, the following fields are also required
- Date of birth. Enter any valid values here (e.g. Jan 1, 1970)
- Gender. Enter any valid values here (e.g. Male)
- Hire date. Enter today's date
- Payroll ID. InTouch cannot advise what to enter here
- Look-up Initials: INTCH
- Home Facility: Choose the club/facility for this staff
- In the "User Access" screen
- Username: Choose a unique username. This will have to be given to InTouch
- Password: Choose a secure password. This will have to be given to InTouch
- A password question and answer is also required
- There only needs to be one staff created for InTouch, despite the fact that a home facility must be chosen
2. MoSo - Create a workstation that will be used to access a club
- Click 'System Configuration' in the menu on the left side
- Under the 'Workstations & Devices' section click 'Workstations'
- Access will need to be granted to each club.
- Click 'Add' (double arrow near Business unit).
- Name: Choose a unique name. We recommend you prefix it with 'intouch' to identify that this workstation ID is in use by InTouch. This will have to be given to InTouch
- Active: must be 'Active'
- Location: Choose a location (i.e. club or facility). This must match the club this will be used for in InTouch.
- Type: Choose Workstation
- Time Zone: Choose the correct time zone for the club
- Allow Interactive Log-In: Yes
- Permanent Log-In: Yes
3. MoSo - Determine "business unit code" for the club
- Click 'System Configuration' in the menu on the left side
- Under the "Enterprise & Business Unit Setup" section click 'Enterprise Configuration'
- Click 'Set Up/Modify Business Units'
- For the desired club, locate the 'Code' (second column). This will have to be given to InTouch
4. InTouch - Ask your customer service representative to enable the integration
- Once your MoSo is set up, please email support@intouchtechnology.com to ask your client solutions representative to enable the integration
- Give the username and password from step 1
- For each club, give the workstation name from step 2
- For each club, give the 'business unit code' from step 3
- For each club give us URL (unique per enterprise)
- For each club give us 5 MoSo contact fields names that match Intouch contact fields. The information we need is found under 'System Configuration' > 'Member Configuration' and at the bottom is 'Define Contact Type and Purposes'. Here there is "Postal Address Types", "Email Address Types", and "Phone Number Types"
MoSo Staff Username: | _________________________________________________________________ | ||||||||||||||||||||||||||||||||||||||||
MoSo Staff Password: | ________________________________________________________________ | ||||||||||||||||||||||||||||||||||||||||
MoSo API URL | ________________________________________________________________ | ||||||||||||||||||||||||||||||||||||||||
MoSo API Port (default -1) | ________________________________________________________________ | ||||||||||||||||||||||||||||||||||||||||
MoSo Scheme (default HTTPS) | ________________________________________________________________ | ||||||||||||||||||||||||||||||||||||||||
MoSo postal address type that matches InTouch Address | ________________________________________________________________ | ||||||||||||||||||||||||||||||||||||||||
MoSo home phone type that matches InTouch Home phone | ________________________________________________________________ | ||||||||||||||||||||||||||||||||||||||||
MoSo work phone type that matches InTouch Work phone | ________________________________________________________________ | ||||||||||||||||||||||||||||||||||||||||
MoSo cell phone type that matches InTouch Cell phone | ________________________________________________________________ | ||||||||||||||||||||||||||||||||||||||||
MoSo email type that matches InTouch email | ________________________________________________________________ | ||||||||||||||||||||||||||||||||||||||||
MoSo to InTouch |
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