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Module HelloAsso: Difference between revisions
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→HelloAsso membership synchronization
(HelloAsso membership synchronization setup) |
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*Here you can find the membership form name to use later in setup | *Here you can find the membership form name to use later in setup | ||
[[File:Helloasso slug form web adress.png|left|956x956px]] | [[File:Helloasso slug form web adress.png|left|956x956px|frameless]] | ||
<br /> | <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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1) If you haven't already completed the [[Module HelloAsso#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. | ||
=== Setup for sandbox mode === | ===Setup for sandbox mode=== | ||
2) Next you need to connect to your HelloAsso account to get and fill the test membership form name | 2) Next you need to connect to your HelloAsso account to get and fill the test membership form name | ||
=== Setup for live mode === | ===Setup for live mode=== | ||
2) Next you need to connect to your HelloAsso account to get and fill the live membership form name | 2) Next you need to connect to your HelloAsso account to get and fill the live membership form name | ||
=== Optional setup === | ===Optional setup=== | ||
Two optional setups are available. | Two optional setups are available. | ||
==== HelloAsso and Dolibarr member type correspondence ==== | ====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. | 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 : | To link a specific Dolibarr member type to HelloAsso member type<span> </span>: | ||
1) First you need to get HelloAsso member type ID | 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) | *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 | *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>) | *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 | **<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 | **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> | *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 | 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 : | 3) Fill the two fields<span> </span>: | ||
* Select box need to be filled with Dolibarr member type to link | *Select box need to be filled with Dolibarr member type to link | ||
* Fill input with HelloAsso member type ID to link | *Fill input with HelloAsso member type ID to link | ||
4) Click on the Save button to save you configuration | 4) Click on the Save button to save you configuration | ||
==== HelloAsso and Dolibarr member type correspondence ==== | ====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. | This setup can be omitted if you don't have custom fields on HelloAsso form to synchronize with Dolibarr. | ||