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How to / Reference / Explanation / Tutorial

Reader

Clients / Exhibitors / Sponsors / Speakers / Moderators / Attendees

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JUNO version

VX.XX

Reviewers (check the box when you’re done!)

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Anything else clients want to know about integrations?

...

Integration is a way to transfer information from your data management system (DMS) to your JUNO platform. The development of any integration is a team effort between the Client and JUNO teams. This guide outlines that process so that you know what to expect.

When to use integration

Integration is an alternative to importing users, using JUNO’s free registration, and/or importing content. It’s an extra cost that’s agreed upon in the contract process.

With API registration integration and Single Sign On (SSO) integration,our goal is to get users registered on the site. With content integration, our goal is to get content onto the site.

Info

See our recommended registration and content partners.

...

API registration or SSO integration process

The process is the same for both types of integrations.

[DIAGRAM]

1. Gather information after kickoff

We need to understand your data, data management system, and goals. This helps us get on the same page so that we can smoothly move data from their your system into the JUNO system.

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Your homework, due by the next Integrations meeting:

📄 API Registration Form or 📄 SSO Form

2. Integrations meeting

The JUNO Success Manager schedules the integrations meeting with the JUNO Integrations team and the Client team. During the meeting, the JUNO Success Manager, JUNO Integrations Team, and Client team walk through the mapping document and requirements.

...

  • Walk through the tabs of the mapping document.

  • Go over any specific access codes; Staff, Exhibitor, etc.

  • Discuss any specific dimensions JUNO should be pulling over from registration; City, Country, etc.

  • Discuss any business rules.

  • Discuss attendee communication (see above).

  • If JUNO is sending email/password or magic links, go over email template and if passwords will be randomly generated or universal.

  • The client team will provide images and copy for the email template.

The JUNO Success Manager sends the Client team the mapping document and training video to complete as homework.

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Your homework, due by the next your third meeting with JUNO:

📄 API/SSO Mapping Document
🖥 Training Video: How to use the API/SSO Mapping Document

3. Test the endpoint

  1. The JUNO team pulls the payload to ensure we can access the endpoint. They’ll check the attendee count, then share it with the Client team.

  2. If the Client team confirms the count is correct, it’s time for JUNO to begin coding.

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(tick) You will confirm that this was successful.

4. Coding begins

Then we test the data to make sure everything works and you’re happy with how the integration is set up.

  1. The JUNO Success Manager gives the mapping document to the JUNO Development team. They also add the Client team’s tags to the platform.

  2. As the JUNO Development team codes, they might pass along questions to the Client team, or join a meeting.

5. Review

  1. On a weekly call, the JUNO Success Manager reviews a small sample of each user type with the Client team. Together, they look at the user information in the content management system, on the profile page and profile page editor, and in the directory.

  2. If needed, the JUNO Development team makes edits.

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(tick) You will review and approve the mapping.

6. Final build

  1. The JUNO Success Manager makes sure JUNO team members are registered in the Client team’s system.

  2. The JUNO Development team pushes the build from the testing environment (.dev) to the live site (prod).

  3. The Client team tests users on the prod site to ensure the integration is flowing correctly. 

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(tick) You will review and approve the final build. Then the integration is complete!

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Content integration process

[DIAGRAM]

1. Gather information after kickoff

We need to understand your data, data management system, and goals. This helps us get on the same page so that we can smoothly move data from your system into the JUNO system.

After the kickoff meeting, the JUNO Success Manager sends the Client team a Google form to complete and a document and video to review as homework.

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Your homework, due by the Collecting Content meeting:
📄 Content Integration Form (to complete)
📄 Content Mapping Document (to review only, not complete)

Supporting Resources:
🖥 Training video: How to use the Content Mapping Doc
📄Example of a completed Content Mapping Doc

2. Collecting content meeting

During the content meeting, the CSM and client discuss the mapping document.

(tick) Agenda:

  • Review theContent Integration Form.

  • Review key milestones and timelines.

  • Review mapping document needs. Discuss each type of content and discuss how to fill the document out.

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Your homework, due by the Integrations meeting:
📄 Content Mapping Document (to complete)

Supporting Resources:
🖥 Training video: How to use the Content Mapping Document
📄Example of a completed Content Mapping Document

3. Integrations meeting

Using the completed homework documents, the JUNO Integrations team pulls an initial payload of information before the meeting.

Then during the meeting, the JUNO Success Manager, JUNO Integrations Team, and Client team walk through the mapping document and requirements.

(tick) Agenda:

  • Review each tab of the Content Mapping Document.

  • Address questions from the Integrations Team.

  • Discuss necessary edits.

  • Discuss a due date for edits and action items.

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Your homework, due by the discussed date:
📄 Make edits to the Content Mapping Document. Make sure to provide at least 1 piece of complete content per content type. Complete means that all fields that should be mapped are filled out with data.

4. Pull a sample payload

We test the data to make sure everything works and you’re happy with how the integration is set up.

  1. The JUNO Success Manager gives the mapping document to the JUNO Development team. They also add the Client team’s tags to the platform.

  2. The JUNO Integrations team pulls a sample payload.

  3. The JUNO Integrations team and JUNO Success manager work together to import the sample onto the site. There are 2-3 pieces of content per content type.

5. Review sample

  1. On a weekly call, the JUNO Success Manager reviews the content samples with the Client team. They look at the content on the site to make sure it looks correct. They note change requests for the JUNO Integrations team.

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(tick) You will review the sample mapping.

6. Pull full payload

  1. The full payload is pulled and the JUNO Development team begins coding. If there are questions from Dev, Integrations Team can join one of the client’s weekly calls or the CSM can pass along questions to the client.

  2. As the JUNO Development team codes, they might pass along questions to the Client team, or join a meeting.

7. Review full mapping

  1. On a weekly call, the JUNO Success Manager reviews the content samples with the Client team. They look at the content on the site to make sure it looks correct.

  2. If needed, the JUNO Development team makes edits.

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(tick) You will review and approve the full mapping.

8. Final build

The JUNO Development team pushes the build from the testing environment (.dev) to the live site (prod). Integration is complete!