Higher Logic
- Membes Support
Higher Logic provides a platform for online communities that are tailored to each association and their unique set of customers.
Video tutorial: Software integrations
Set up integration
Login to your Higher Logic account and get your tenant code and API key.
In a new window or tab, open the Membes administration system.
Click on the gear icon to open the Configuration and Settings menu.
In the menu on the left scroll down to Extend Membes and click Integrations > Higher Logic.
Copy and paste the Tenant Code and Push API Key from your Higher Logic account and click Save.
What happens when Membes is connected to Higher Logic?
When first connecting Membes to Higher Logic (once the Tenant Code and Push API Key are entered), Membes will push the profile data in your database up to your Higher Logic Database.
Which profiles are pushed to Higher Logic?
All individual type profiles
Profiles with a valid membership type
Organisation type profiles are pushed to Higher Logic, but how they appear will depend on how your Higher Logic community has been configured.
Any time a new profile meeting the above criteria is added to Membes, that profile information is added to Higher Logic
Any time an existing profile meeting the above criteria is updated in Membes, the corresponding record in Higher Logic is also update.
What gets passed to Higher Logic?
Below is a list of the various fields and how they are mapped between Membes and Higher Logic.
Contact Details:
Membes | Higher Logic |
|---|---|
Profile ID | ContactId |
First name | FirstName |
Last name | LastName |
Informal name | InformalName |
Date of birth | Birthday |
Join date | MemberSince |
Paid through date | MemberExpiresOn |
Company name | Company name |
PrimaryEmailAddress | |
Profile Type | IsOrganization |
Company Name | OrganizationName |
false | isDeleted |
Contact Phone:
If available, work, home and mobile numbers will be pushed. Below is the detail of the mapping.
Membes | Higher Logic |
|---|---|
phone number and country code | FormattedNumber |
Work, Home, or Mobile | PhoneType |
Security Groups:
Membes membership types are mapped to Higher Logic security groups.
For example, when a profile is imported into Higher Logic, if that profile's membership type is “Gold Member”, then the profile will be added to the “Gold Member” Higher Logic security group.
The following information from the profile will be added to this profile's “Gold Member” security group record.
If configured to do so in Higher Logic, a security group will be created by Higher Logic if it does not exist when a profile is imported.
Membes | Higher Logic |
|---|---|
Membership Type ID | GroupId |
Membership Type Title | GroupName |
isAdministrator | Role |
'Membership' | GroupType |
Join Date | InitialJoinDate |
membership Paid Through Date | EndDate |
Community Groups:
Membes profile groups are mapped to Higher Logic community groups.
For example, when a profile is imported into Higher Logic, if that profile is a member of the “Education Committee” profile group, then that profile will be added to the Higher Logic community group called “Education Committee”. Note that if the profile in Membes is in more than one profile group, it will be added to all corresponding Higher Logic community groups.
For a profile group to be imported into Higher Logic, it needs to have individual profiles assigned as members of the group. If a profile group is created within Membes and no profiles assigned it won’t be visible in Higher Logic as a community group.
The following information from the profile will be added to the profile's “Education Committee” community group record.
If configured to do so in Higher Logic, a community group will be created by Higher Logic if it does not exist when a profile is imported.
Membes | Higher Logic |
|---|---|
Group ID | GroupId |
Group Title | GroupName |
Group isAdmin | Role |
'Committee' | GroupType |
Join Date | InitialJoinDate |
Membership Paid Through Date | EndDate |
IMPORTANT: A profile group will only be displayed in Higher Logic as a community group if there are profiles attached to it. If a profile group is created in Membes, but no profiles are assigned it will not be visible in your Higher Logic instance.
Demographics:
All custom fields for a profile are pushed to Higher Logic demographics fields where the label is an exact match between Membes and Higher Logic.
If there is no match for a Membes custom field in your Higher Logic demographics data, a corresponding demographic data field will be automatically created.
Single Sign On (SSO)
Before you can set up the SSO, you will need to enable the Membes API, if not already enabled.
Log a ticket in the Membes Help Desk advising you wish to enable the SSO and API. You will be provided with the following for Higher Logic to set up your SSO:
Base URL
ClientID
API keys
Now that you have the required information to set up your SSO, you will need to decide which is the best option for your organisation:
Use Higher Logic as the primary site and your members sign in there to view their Membes profile
Add a link to your Membes site that users click to access Higher Logic
Using Higher Logic as the primary site
Forward the Base URL, ClientID and API keys to Higher Logic.
The Higher Logic team will configure your community so that when the Sign In button is clicked, the user is taken to the membes sign in screen.
The user then signs in using their usual Membes credentials.
Using Membes as the primary site
Forward the Base URL, ClientID and API keys to Higher Logic.
The Higher Logic team will provide you with the link that will need to be added to your website.