Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Delete this page properties table before pushing to Viewport.

Status

NOT VISIBLE TO PUBLIC DRAFT Remember to lock the page before saving!

Type

How to / Reference / Explanation / Tutorial

Reader

Clients / Exhibitors / Sponsors / Speakers / Moderators / Attendees

Reader goal

Contributors

JUNO version

VX.XX

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

Review deadline

Notes for reviewers

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.

API registration or SSO integration process

The process is the same for both types of integrations.

Gather information

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 system into the JUNO system.

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

Your homework, due by the next meeting:

📄 API Registration Form or 📄 SSO Form

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.

(tick) Agenda: 

  • 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.

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.

(tick) You will confirm that this was successful.

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.

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.

(tick) You will review and approve the mapping.

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. 

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

  • No labels