The Yapla Platform is open and allows automatic communication with other external software. Different techniques are used to synchronize data between different systems. Here's the documentation for these synchronization techniques.
AVAILABLE TECHNIQUES
- APIs - API Documentation for members
- Webhooks - Add a webhook to synchronize an organization's events with software and Yapla
- Zapier - Synchronize your members with Zapier
- Excel Import - Manual data import into Yapla using a wizard.
- Excel Export - Manual data export to reintegrate it into an external system.
API Yapla
Starting at the plan Plus.
The API is RESTful compatible, and it uses HTTP requests to retrieve data from Yapla. It is important to note that the current API does not allow updating data in Yapla. Our Member API documentation is available to help you synchronize your members. We recommend getting assistance from a programming expert to achieve this.
WEBHOOKS
A webhook is an HTTP callback function, defined by a Yapla user, that retrieves data from an event. For example, it is possible to configure a webhook in Yapla that makes an HTTP call to an external system each time a member's record is modified. Events & donations.
The called server, via a URL, receives a JSON structure containing all the information associated with the event. Calls can be secured by encrypting communications with an SSL certificate (HTTPS) from the called server.
EXCEL IMPORT
For occasional synchronizations, we offer a manual import system to synchronize members, organizations and memberships.
This tool is usually used during the initial configuration of the platform.
EXCEL EXPORT
At any time, it is possible to export all the data of the members of a Yapla account. Simply use the "Export excel" button in the Members list.
HOW TO RECEIVE DATA FROM OUTSIDE TO YAPLA
The best way to synchronize members of an existing system with Yapla is to take the following steps:
- A manual synchronization that takes all the members at a specific time to bring them back into Yapla.
- After this first step, the external system must use the Yapla API to send the data of a specific member for each creation or update. This way, Yapla always has the latest data from the external system.
HOW TO SEND DATA FROM YAPLA TO THE EXTERNAL SYSTEM
The principle is the same:
- the first step is to feed the existing members into the external system via an Excel export.
- After this first step, you just have to configure a webhook in Yapla that will call the external system at the two following events: "Create a member" and "Edit a member".
BI-DIRECTIONAL SYNCHRONIZATION
It is possible to maintain Yapla and an external system synchronized at all times. However, a protection mechanism against infinite loops must be in place. Specifically, member modifications sent by Yapla must not be returned to Yapla.
If you have any questions on this topic, please contact support@yapla.com..
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