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Objective/Purpose

The purpose of this document is to outline the requirements to integrate Jonas I4 with the InTouch Connector. The intended audience is the administrator or manager of the club that wants integration between InTouch and I4, via the Connector.

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 prospect (aka lead) is added to InTouch, that prospect will automatically be sent to I4, preventing the need for duplicate entry. Updates to the lead will also flow from InTouch to I4 via the Connector. Please see the 'Connector Overview' document for more information

Understanding Data Integration

The InTouch/I4 integration allows for entry of new prospects only in InTouch. Update of prospects, members and ex-members is supported too. Also note the integration is one-way only. Data entered in I4 does not flow to InTouch.

Limitations

The integration currently does not support any synchronization of staff
The integration currently does not support any synchronization of lead sources

Requirements

The following attributes are required to turn on the integration

The Jonas I4 ‘Company ID’ number. You may need to contact Jonas I4 to get this number.
The Jonas I4 'Club ID' number which is unique per each 'club' (location). Each InTouch club is mapped to a I4 club. If you have multiple clubs, you will have multiple IDs

Customer Actions

InTouch can only initiate your integration once we receive the following details:

Please obtain the following information from Jonas I4 and return this to InTouch

Email to: support@intouchfollowup.com

Jonas I4 Company ID

_________________

Jonas I4 Club ID to

InTouch Club ID Mapping

Club Name with Address	InTouch Club ID	Jonas I4 Club ID
__________________________________________________	_________________	____________
__________________________________________________	_________________	____________
__________________________________________________	_________________	____________
__________________________________________________	_________________	____________
__________________________________________________	_________________	____________
__________________________________________________	_________________	____________
__________________________________________________	_________________	____________
__________________________________________________	_________________	____________
__________________________________________________	_________________	____________

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