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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 currently allows for insert/update of new prospects only in InTouch. Members are currently not supported. Also note the integration is one-way only. Data entered in Paramount does not flow to InTouch.

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 lead sources 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' lead source 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.

Limitations

Only prospects are sent to Paramount (including updates). Members are not supported at this time
This is only one way integration which means inserts/updates to the prospects, lead source ans staff that are performed in Paramount do not flow back to InTouch.
Staff and lead source 'synchronization' is currently only done manually on an item by item basis.

Requirements

The following attributes are required to turn on the integration:

The Paramount ‘Club ID’ number. Each InTouch 'club' (location) is mapped to a Paramount 'Club ID'. If you have multiple clubs, you will have multiple IDs.

Customer Actions

InTouch can only initiate your integration once we receive needed details.

Please obtain the following information from any Club using Paramount and return this to InTouch.

Email to: support@intouchfollowup.com

Paramount to

InTouch Club ID Mapping

Club Name with Address	InTouch Club ID	Paramount club ID
_____________________	______________	________________
_____________________	______________	________________
_____________________	______________	________________
_____________________	______________	________________
_____________________	______________	________________

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