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Module HelloAsso: Difference between revisions
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Usage of synchronization of HelloAsso module + Correct some errors
(Usage of synchronization of HelloAsso module + Correct some errors) |
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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: | ||
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 in 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 | *Replace the values between <> with your membership form in: (Example : <nowiki>https://admin.helloasso-sandbox.com/MyAssociation/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 | ||
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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: | ||
*Select box | *Select box needs 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 | 4) Click on the Save button to save your 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. | ||
To link a Dolibarr member field to HelloAsso custom field : | To link a Dolibarr member field to HelloAsso custom field: | ||
1) First you need to get HelloAsso custom field slug : | 1) First you need to get HelloAsso custom field slug: | ||
* Log to HelloAsso dashboard and go | *Log in to HelloAsso dashboard and go to the page of the association | ||
* Once you are on the page of an association, go into the menu '''My memberships''' | *Once you are on the page of an association, go into the menu '''My memberships''' | ||
* From there click on '''Manage''' | *From there, click on '''Manage''' | ||
* Now click on Step 3 '''Additional information''' | *Now click on Step 3 '''Additional information''' | ||
* You must see the page of information about your members. Look into the '''information to be provided''' | *You must see the page of information about your members. Look into the '''information to be provided'''; here are all the custom fields slugs | ||
2) Next in HelloAsso module configuration, in membership settings tab. Find '''Dictionary of HelloAsso custom fields and Dolibarr field correspondence''' part | 2) Next in HelloAsso module configuration, in membership settings tab. Find '''Dictionary of HelloAsso custom fields and Dolibarr field correspondence''' part | ||
3) Fill the two fields : | 3) Fill the two fields<span> </span>: | ||
* The select box | *The select box needs to be filled with Dolibarr member field to link | ||
* Fill the input with HelloAsso custom fields slugs to link | *Fill the input with HelloAsso custom fields slugs to link | ||
4) Click on the Save button to save | 4) Click on the Save button to save your configuration | ||
=Usage= | =Usage= | ||
=== Usage of HelloAsso online payment page === | |||
The only thing to do to use the module is to use any Dolibarr default link to make an online payment. All the links provided by Dolibarr to make online payment will support payment using HelloAsso. | The only thing to do to use the module is to use any Dolibarr default link to make an online payment. All the links provided by Dolibarr to make online payment will support payment using HelloAsso. | ||
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[[File:Exemple payment page Helloasso.png|border|968x968px]]<br /> | [[File:Exemple payment page Helloasso.png|border|968x968px]]<br /> | ||
=== Usage of member synchronisation === | |||
Once everything is set up, you can test the configuration of the synchronization function. To do so click on the button '''Test getting HelloAsso membership'''. | |||
If there are no errors and a message is telling you that at least 1 member has been synchronized, you can now set up the scheduled job. | |||
To enable the scheduled job: | |||
* Access to '''Scheduled Jobs''' module configuration. Navigate to the Scheduled jobs tab. | |||
* Next find the job with the label '''HelloAssoGetNewMembers''' | |||
* Don't touch any of the configuration except for '''Run job every''' and '''Next execution''' | |||
** '''Run job every''' defines how often the job will be executed. | |||
** '''Next execution''' defines when the next execution will take place (After the first execution, this field will be automatically updated). | |||
* Once everything is set up, click on '''Launch now''' to start the scheduled job | |||
=Development and contributions= | =Development and contributions= | ||