Daxko Integration

If you are using Daxko to manage your membership information, you can sync the membership information in Daxko with your DocNetwork account. The integration can sync your group, profile, and registration information. It can also add an authorized user for new profiles. This is a one-way sync that updates your DocNetwork account.

In this article:

• Setup
• Synced Data
• Manual Sync

 

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Setup

Setting up the Daxko integration requires cooperation from your organization, your Client Success Team, and Daxko. 

To set up the integration:

1. Contact your Client Success Team to request the integration.
2. Your Client Success Team sends you our signed Daxko Data Access Agreement.
3. You sign the agreement and send it back to your Client Success Team.
4. Your Client Success Team coordinates with Daxko to receive your scope.
5. Your Client Success Team retrieves your group information from Daxko using the scope.
6. Your Client Success Team adds the scope to your DocNetwork account.

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Synced Data

The Daxko integration runs daily at 5 AM Eastern.

Group Data  Group Name Start Date End Date Important: Groups must have a Daxko identifier in order to be synced.	Profile Data Participant Profiles Only First Name Last Name Daxko Member ID (stored as Identifier) Date of Birth Note: The Daxko Member ID is not updated. It is added if no ID exists.
User Data New Profiles Only First Name Last Name Email Address Important: Data is synced for one authorized user. If there is no Primary member on the account, the member email address is used.	Registration Data Participant Registrations Only Add Registrations Deactivate Registrations Reactivate Registrations

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Manual Sync

If the Importer feature is enabled for your organization, providers with the Import Profiles permission in their Role can initiate a manual sync between Daxko and DocNetwork. By default, a manual sync runs for all groups. However, you can also initiate a manual sync for a single group.

You can also initiate a Manual sync if a sync needs to be completed prior to 5 AM Eastern. Please note that syncs done over three (3) times a day may incur a usage fee.

Note: It might take a few minutes to notice the changes from a manual sync.

To initiate a manual sync:

1. In the Menu, click Data Imports.
2. In the submenu that appears, click Profile Import.
3. Do one of the following, depending on whether you want to sync all of the groups or a single group:
   • If you want to sync all of the groups, go to step 4.
   • If you want to sync one group, in the Manual Sync box, type the Group Identifier for the group that you want to sync.
     Important: The group must be associated with an "offering" rather than a "segment" identifier (e.g., program_id=CMP26343&location_id=B339&offering_id=CI99664).
4. Click the START SYNC button.
   Caution: Daxko limits imports. If you sync your data more than three (3) times a day, you might incur a usage fee.

Important: Any new programming added to Daxko throughout the year will not be automatically integrated. Reach out to your Client Success Team if new groups need to be added. 

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