Sharing your data between systems is as easy as one two three.
Based on your integration needs, we set up a new account and enable the integration connectors needed to build the integration,
, plus others if needed.
If you require endpoints that is currently not available in SyncCloud, or if you require a new connector, we will, build modify existing, or build the new custom connector for you and add it to your account.
Integration implementation and launch
Before we build the integration, we will do a quick health check in your
instance and suggest any changes needed to make the integration work seamlessly.
Based on your requirements, our Data Integration Services Team builds your integration and launches it in an efficient and quick turnaround time. We work with your internal teams to ensure correct field mapping, data synchronization logic, integration frequency, and any custom requirements are met.
Based on your integration complexity, custom logic and any other specific requirements, the time to setup your specific integration can vary. We recommend starting simple and then add on more connections.
Continuous support throughout the lifecycle.
After the launch we will monitor the integration closely for two weeks, and after that we’ll hand over to continuous support. If you need any tweaks or simple changes, just reach out and ask and we’ll set it up for you.
For major changes or updates to your integration, we’ll scope the work together to minimize impact on your production systems.
Update Membership By ID: Updates the details of a list membership, specified by List Membership ID.
Get Membership By ID: Retrieves a list membership, specified by List Membership ID.
Update Membership By Prospect: Updates the details of a list membership, specified by List ID and Prospect ID.
Get Membership By Prospect: Retrieves a list membership, specified by List ID and Prospect ID.
Create Membership: Creates a new list membership.
Retrieve Lists: Lists all lists.
Get List: Gets a list, specified by List ID.
Create List: Creates a new list.
Update List: Updates an existing list, specified by List ID.
Get Prospect By Email: Retrieves a prospect, specified by email address.
Create Prospect: Creates a new prospect.
Get Prospect By ID: Retrieves a prospect, specified by Prospect ID.
Retrieve Prospects: Lists all prospects.
Update Prospect: Updates an existing prospect, specified by Prospect ID.
List Custom Client Fields: Gets collection containing custom fields.
List Client Referral Types: Gets a list of referral types. Referral types are options that new clients can choose to identify how they learned about the business. Referral types are typically used for the sign-up process.
List Required Client Fields: Gets collection containing all of the clients required fields.
List Client Services: Gets the purchased services for a specific client.
List Programs: Get list programs.
List Session Types: Get list of session types.
List Locations: Get list locations.
List Sites: Get list of sites..
List Resources: Get list of resources.
List Client Indexes: Client indexes are used to analyze client demographics. A business owner can set up different categories with sets of values which they can assign to each client. Client indexes are used in client searches, for tagging clients so that the owner can send mass emails to similar groups, and for many reports.
Get Contact Logs: Gets not just all contact logs, but also system-generated contact logs, contact logs assigned to specific staff members, and contact logs of specific types or subtypes.
List Client Visits: Gets collection containing the clients visits.
List Client Purchases: Gets a list of purchases made by a specific client.
Get Client By Client ID: Get a client using their unique ID.
List Client Account Balances: Gets client account balances.
List Client Contract: Gets collection containing all of the clients contracts.
List Cross Regional Client Associations: Returns a list of sites that a particular client ID (also referred to as an RSSID) or a client email address is associated with in a cross-regional organization. Either the ClientID or Email parameter is required. If both are provided, the ClientID is used.
List Class Descriptions: Gets list of class descriptions.
List Classes Schedules: Gets list of class schedules.
List Classes: Gets list of classes.
List Updated Classes: Gets list of classes.
List Updated Clients: Gets collection containing all of the clients updated since last run.
Search Clients: Gets collection the clients matching there search text.
List New Clients: Gets collection containing all of the clients added since last run.
List Clients: Gets collection containing all of the clients
Add Client: Adds a client.
Get Activation Code: Call to retrieve a site-specific activation code.
Get All Active Client Memberships: Gets all active client memberships.
List Appointment Options: List the appointment options.
List Active Session Times: Returns a list of the times that can be booked for a given program schedule type. ActiveSessionTimes represent the scheduling increments that can be booked during the active business hours for services
List Staff Appointments: Returns a list of appointments by staff member.
Client Booking Created: Sends this event when a client is booked into a class.
List Sales: Gets collection of sales.
List Services: Gets collection of services.
List New Sales: Gets collection of sales since last run.
List Packages: Gets collection of packages.
List Products: Gets collection of products.
List Enrollments: Gets collection containing all of the clients
Looking for additional or custom integration methods?
We can customize the integration to work with any additional or custom methods, get in touch with our team to discuss your particular integration needs.
Secure Data Movement From Point A to B, In Weeks Not Months
We take GDPR seriously and design everything with security first.
Exelement's SyncCloud sends and receives requests from static IP address which you could whitelist in your system's API.
We always use SSL when customer systems connect to Exelement SyncCloud or third party APIs such that data is encrypted on the way in to and out of the Exelement SyncCloud application. Whilst in the Exelement SyncCloud application environment all data is encrypted.
Untangle your IT team
By building and running your system integrations on Exelement SyncCloud, you get to free up your IT team from building, managing and hosting your marketing and sales integrations. We know how busy internal IT teams can be, sometimes small marketing and sales projects would take forever to be delivered and get tangled with internal resources and skillset planning, DevOps and security limitations. Why tangle your IT team while you can launch your integrations faster and in isolation from your internal IT systems?
Physical Access Controls
Exelement's SyncCloud application runs in secure data centres operated by Amazon Web Services. Amazon Web Services policy in regards to Physical Access is as follows: Physical data centre access is granted only to approved employees and third parties. Such individuals who need data centre access must first apply for access and provide a valid business justification. These requests are granted based on the principle of least privilege, where requests must specify to which layer of the data centre the individual needs access, and are time-bound. Requests are reviewed and approved by authorized personnel, and access is revoked after the requested time expires. Once granted admittance, individuals are restricted to areas specified in their permissions.