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Tuesday, August 23, 2016

RI Integration Upgrade

A few months ago, we'd announced how we were working with Rotary International to implement a new API (application program interface) which would allow us to integrate many more fields automatically.

The wait is over, and the result is a much more stable, accurate and fully integrated connection with RI. We're happy to announce that as part of our latest upgrade, the RI Integration feature now supports the automatic transfer of additional fields such as:

  • Date of Birth
  • Sponsor
  • Classification
  • Work Website
  • Club Website
  • Mailing Address (home)
  • Mailing Address (club)
  • Club Fax
  • Club Phone
To view a complete list of all integrated fields, please click here. Furthermore, now honorary member terminations are automatically sent to RI, which means there is no more manual intervention required. The system now also handles all data transfers automatically and in the rare occasion that an automatic transfer cannot be made, the system will initiate an email that will be sent to RI to document the updates made.

We also made a lot of changes on how the integration applies to new and transferring members. To learn more, please refer to the following help article.

We're constantly working to improve our system and are working on further improving the RI Integration feature. As Rotary opens more fields for us to integrate, we will definitely do so and announce these changes in our service updates.

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