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Module HelloAsso: Difference between revisions
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HelloAsso membership synchronization setup
(HelloAsso membership synchronization setup) |
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*First go on the page of the association (create one from menu '''My login - Manage the association - Add an association'''.) | *First go on the page of the association (create one from menu '''My login - Manage the association - Add an association'''.) | ||
*Once you are on the page of an association, go into the menu '''My memberships''' ( create one from button '''Create a membership''') | *Once you are on the page of an association, go into the menu '''My memberships''' ( create one from button '''Create a membership''') | ||
* | *From there click on '''Manage''' | ||
*Here you can find the membership form name to use later in setup | |||
[[File:Helloasso slug form web adress.png|left|956x956px]] | |||
<br /> | |||
==Setup of Dolibarr module== | ==Setup of Dolibarr module== | ||
1) Create a bank account to record any payment done using HelloAsso. | 1) Create a bank account to record any payment done using HelloAsso. | ||
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==Setup of member synchronization== | ==Setup of member synchronization== | ||
1) If you haven't already completed the [[#Setup of Dolibarr module|Setup of Dolibarr module]] start by doing so. | 1) If you haven't already completed the [[Module HelloAsso#Setup of Dolibarr module|Setup of Dolibarr module]] start by doing so. | ||
2) Next you need to connect to your HelloAsso account to get and fill the | === Setup for sandbox mode === | ||
2) Next you need to connect to your HelloAsso account to get and fill the test membership form name | |||
<nowiki>#</nowiki> | === Setup for live mode === | ||
2) Next you need to connect to your HelloAsso account to get and fill the live membership form name | |||
=== Optional setup === | |||
Two optional setups are available. | |||
==== HelloAsso and Dolibarr member type correspondence ==== | |||
This setup can be omitted if you don't want a specific Dolibarr member type to be linked to HelloAsso member types. The synchronization function will create a new member type in Dolibarr if no member type correspondence is set up. | |||
To link a specific Dolibarr member type to HelloAsso member type : | |||
1) First you need to get HelloAsso member type ID | |||
* Load the developer tools on your browser logged to an HelloAsso administrator account of your organization (F12 on Mozilla Firefox) | |||
* Click on the Network tab | |||
* Replace the values between <> with your membership form in : (Example : <nowiki>https://admin.helloasso-sandbox.com/Dolibarr/adhesions/adhesion-helloasso/edition/2</nowiki>) | |||
** <nowiki>https://admin.helloasso.com/</nowiki><Organisation name>/adhesions/<Membership form name>/edition/2 and load it | |||
** Or for sandbox mode <nowiki>https://admin.helloasso-sandbox.com/</nowiki><Organisation name>/adhesions/<Membership form name>/edition/2 and load it | |||
* Identify the <code>tiers</code> file returning a JSON type, and browse all the available tiers in the <code>Response</code> tab, the tier ID is in the field named <code>id:</code> | |||
2) Next in HelloAsso module configuration, in membership settings tab. Find Dictionary of HelloAsso and Dolibarr member type correspondence part | |||
3) Fill the two fields : | |||
* Select box need to be filled with Dolibarr member type to link | |||
* Fill input with HelloAsso member type ID to link | |||
4) Click on the Save button to save you configuration | |||
==== HelloAsso and Dolibarr member type correspondence ==== | |||
This setup can be omitted if you don't have custom fields on HelloAsso form to synchronize with Dolibarr. | |||
<nowiki>#</nowiki>TODO | |||
=Usage= | =Usage= | ||