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      Integration with Naylor

      This article explains how you can integrate your Ex Ordo platform with Naylor.

       

      What does the Naylor integration do and how do I set it up? 

       

      When integrated, any labels that you have created in Naylor and are applied to an individual will sync over to Ex Ordo for any users that have an account on your Ex Ordo platform. For security and privacy reasons, we only sync labels across for people who have Ex Ordo accounts. 

      These labels can be used to lock special pricing options in the Registrations hub to certain groups. For example, you may have the following labels associated with individuals in Naylor. 

      • Student
      • Full member
      • Retired member
      • Volunteer

       

      The value of this is that you can now set specific fees for different labels in the registration hub. For example, the conference fee for students might be 50 EUR, whereas the conference fee for volunteers is free. The integration allows you to ensure that special prices are only available to individuals with a specific label(s) in the registration hub. 

      This integration is not enabled on all systems by default. Please email support@exordo.com if you wish to learn more. 

       

      Step 1: Navigate to the Integrations tab

       

      Click to the Conference hub at the top of your Ex Ordo platform and click on the Integrations tab.

       

       

      Step 2: Enter in your Naylor credentials

       

      You can now paste in your Naylor Base URL and your Naylor API Secret.

       

      Your Naylor representative can provide these to you. 

       

       

      Step 3: Test the connection

       

      Just to check that integration is working, you can click on the Test Connection button. You should be all set! 

       

      Please check your Naylor Base URL and API Secret if the connection does not work. If you are sure these are correct, please reach out to support@exordo.com.

       

       

      You can view your sync history on this page as often as you need to. The sync history shows the status of a sync, the time and what triggered the sync. 

       

       

      You will know the connection is working if your Test Connection Sync appears as successful.

       

       

       

      Now that your integration is up and running, it's time to set up your registration hub and configure your registration form. 

       

      FAQs:

       

      How often does my Naylor information sync to Ex Ordo?

       

      Ex Ordo will trigger:

      • a full sync from Naylor every night, by default. 
      • a specific user sync the first time a user logs into the platform
      • a specific user sync when a registration is started for an email address that exists in Naylor

       

      You can trigger a full sync at any time. 

       

      What if a user logs into the site or registers, but they do not exist in Naylor? 

       

      It is possible to log in and register using an email address that is not in Naylor. However, this may result in not being able to select reduced fees.

       

      Individuals can avail of special fees in the registration hub only if they log in with an email that has a specific label in Naylor. For example, if I log into Ex Ordo with my personal email but I am in Naylor with my work email, no sync will trigger because my personal email does not exist in Naylor.

       

      Why this matters: Perhaps in Naylor, I have a student label and, therefore, am eligible for a lower fee. I will not be able to select the student fee type because I am attempting to register with a different email address than the one listed in Naylor.

       

      Can individuals use their Naylor log in credentials on Ex Ordo?

       

      No. Ex Ordo and Naylor can be integrated, but they are separate platforms. Individuals will need to create an Ex Ordo account using the same email as their Naylor address to avail of special pricing. 

       

      Where can I see the list of people with accounts on Ex Ordo and associated labels for individuals who have logged into Ex Ordo? 

       

      You can view a list of people who have accounts on Ex Ordo and labels by navigating to the People hub at the top of the menu. Here, you can toggle between the People and Tags view. 

       

      You will see a list of all site users on the People hub, along with the following information. From the list of People, you can see individuals who have an account in the system, along with the following information:

      • Names
      • Emails
      • Role(s) in Ex Ordo
      • Tags
      • Date their account was created

       

       

      The Tags view will show you all tags synced from Naylor and allow you to add manual tags if necessary. Adding manual tags may not be necessary if you have integrated with Ex Ordo. For further questions on manual tags, reach out to support@exordo.com. 

       

       

      Why are some of my Naylor tags and users not appearing in Ex Ordo?

       

      Tags will sync and be visible in Ex Ordo only if a user in Ex Ordo has that tag type. For example, if no person with a 'Student' tag in Naylor created an account in Ex Ordo, the Student tag will not sync across.  

      The same is true for users. Users only appear in the People list when an Ex Ordo account is created for them.  

      How can I edit Naylor tags in Ex Ordo?

      Naylor tags can't be edited in Ex Ordo. They are sent to Ex Ordo via integration and can only be edited in Naylor.