---
title: Integrating with Association Management Software (AMS)
description: This article explains how you can integrate your Ex Ordo platform with a membership platform.
---

[Skip to content](https://help.exordo.com/integration-ams#main-content)

English

Show submenu for translations

![Logo Standard Medium.png\]](https://help.exordo.com/hs-fs/hubfs/Logo%20Standard%20Medium.png?height=40&name=Logo%20Standard%20Medium.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Want to refer Ex Ordo?

 Want to refer Ex Ordo?

 How can we help?

- There are no suggestions because the search field is empty.

1. [Knowledge Base - Support Documentation for Ex Ordo](https://help.exordo.com/?hsLang=en)
2. [Site Administrators](https://help.exordo.com/site-administrators?hsLang=en)
3. [Registration](https://help.exordo.com/site-administrators?hsLang=en#registration)

# Integrating with Association Management Software (AMS)

## This article explains how you can integrate your Ex Ordo platform with an AMS

 

### What platforms does Ex Ordo support?

 Ex Ordo currently supports a integration with:

- **Naylor**
- **Novi AMS** (not enabled by default - please email support@exordo.com to learn more)

When integrated, Ex Ordo checks your AMS provider for information tied to an email address on Ex Ordo and brings it across as **tags** and **profile fields**. You can then use those tags to lock special pricing or eligibility to specific groups in the Registrations hub, for example a discounted student fee that only members with a "Student" tag can select.

### How do I set it up?

#### Step 1: Navigate to the Integrations tab

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

![](https://help.exordo.com/hs-fs/hubfs/image-png-Mar-07-2025-04-34-10-8054-PM.png?width=688&height=254&name=image-png-Mar-07-2025-04-34-10-8054-PM.png)

Open the Integrations drop-down and select the AMS with which you will integrate; and enable the the integration.

 

![](https://help.exordo.com/hs-fs/hubfs/image-png-Jul-16-2026-02-34-32-9334-PM.png?width=670&height=252&name=image-png-Jul-16-2026-02-34-32-9334-PM.png)

#### Step 2: Enter your provider's credentials

Choose your AMS provider, then enter its credentials. 

| Provider | Credentials needed |
| --- | --- |
| Naylor | Naylor Base URL and Naylor API Secret |
| Novi AMS | Tenant URL and API key |

![](https://help.exordo.com/hs-fs/hubfs/image-png-Mar-07-2025-04-31-15-0744-PM.png?width=688&height=334&name=image-png-Mar-07-2025-04-31-15-0744-PM.png)

#### ![](https://help.exordo.com/hs-fs/hubfs/image-png-Jul-16-2026-02-35-12-6787-PM.png?width=660&height=272&name=image-png-Jul-16-2026-02-35-12-6787-PM.png)

#### Step 3: Test the connection

Use the **Test Connection** option to confirm the integration is working. Please check your credentials if the connection does not work. If you are sure they're correct, please reach out to support@exordo.com.

![](https://help.exordo.com/hs-fs/hubfs/image-png-Mar-07-2025-04-37-12-5823-PM.png?width=688&height=292&name=image-png-Mar-07-2025-04-37-12-5823-PM.png)

You can view your sync history on this page as often as you need to, showing the status, time, and trigger of each sync.

![](https://help.exordo.com/hs-fs/hubfs/image-png-Mar-07-2025-04-49-26-8375-PM.png?width=688&height=379&name=image-png-Mar-07-2025-04-49-26-8375-PM.png)

Now that your integration is up and running, it's time to [set up your registration hub](https://help.exordo.com/explaining-registration-setup?hsLang=en) and [configure your registration form](https://help.exordo.com/adding-fees-to-your-conference?hsLang=en).

### What data syncs, and when?

| Data | Naylor | Novi AMS |
| --- | --- | --- |
| Tags | Syncs member tags on login, on starting a registration, and in a nightly full sync | Syncs member tags and status on login, on starting a registration, and in a nightly full sync |
| Organisation | Yes, on login and pre-registration only, not nightly | Yes, on login and pre-registration only, not nightly |
| Country | Yes, on login and pre-registration only, not nightly | Yes, on login and pre-registration only, not nightly |

Admins can trigger a full manual sync at any time from the Integrations tab, for either provider.

Have a member who doesn't have an account on Ex Ordo? The sync will not pull across their information. 

 

**Related articles:**

- [What is the People hub and what do I use it for?](https://help.exordo.com/what-is-the-people-hub-and-what-do-i-use-it-for?hsLang=en)
- [What is member specific pricing?](https://help.exordo.com/member-specific-pricing?hsLang=en)

 

### FAQs

#### What if a member logs in or registers, but they don't exist in Naylor or Novi AMS?

It is possible to log in and register using an email address that doesn't exist in your AMS provider. However, this may mean the member can't select reduced or member specific fees, since no sync will trigger for that email address.

**Why this matters:** if a member is registered in your AMS provider under a work email with a student label, but logs into Ex Ordo with a personal email instead, no sync will trigger and they won't be offered the student fee.

#### Can members use their Naylor or Novi AMS login credentials on Ex Ordo?

Not without a Single Sign On (SSO). By default, Ex Ordo and your AMS provider are separate platforms. Your members will need to create an Ex Ordo account unless you also have an SSO. 

#### Why are some tags or users not appearing in Ex Ordo?

Tags only sync and become visible in Ex Ordo if at least one Ex Ordo user carries that tag. Similarly, a person only appears in the People hub once they have an Ex Ordo account, for security and privacy reasons, syncing never creates a new person or a placeholder account for someone who only exists in your AMS provider.

#### How can I edit tags synced from Naylor or Novi AMS?

Synced tags can't be edited in Ex Ordo. They arrive via the integration and can only be changed at the source (in Naylor or Novi AMS itself); the next sync then reflects that change in Ex Ordo.

- [Site Administrators](https://help.exordo.com/site-administrators?hsLang=en#main-content)

    - [Conference hub - getting started and managing site settings](https://help.exordo.com/site-administrators?hsLang=en#conference-hub-getting-started-and-managing-site-settings)
    - [Exports and Reports](https://help.exordo.com/site-administrators?hsLang=en#exports-and-reports)
    - [Submissions](https://help.exordo.com/site-administrators?hsLang=en#submissions)
    - [Configuring your review settings](https://help.exordo.com/site-administrators?hsLang=en#configuring-your-review-settings)
    - [Adding and managing your list of reviewers](https://help.exordo.com/site-administrators?hsLang=en#adding-and-managing-your-list-of-reviewers)
    - [Allocating and Opening the Review](https://help.exordo.com/site-administrators?hsLang=en#allocating-and-opening-the-review)
    - [Managing the Review](https://help.exordo.com/site-administrators?hsLang=en#managing-the-review)
    - [Making decisions, notifying authors and collecting RSVPs](https://help.exordo.com/site-administrators?hsLang=en#making-decisions-notifying-authors-and-collecting-rsvps)
    - [Collecting new/edited content and copyrights from accepted authors](https://help.exordo.com/site-administrators?hsLang=en#collecting-new-edited-content-and-copyrights-from-accepted-authors)
    - [Programme hub: Creating your schedule](https://help.exordo.com/site-administrators?hsLang=en#programme-hub-creating-your-schedule)
    - [Ex Ordo Virtual](https://help.exordo.com/site-administrators?hsLang=en#ex-ordo-virtual)
    - [Panels](https://help.exordo.com/site-administrators?hsLang=en#panels)
    - [Registration](https://help.exordo.com/site-administrators?hsLang=en#registration)
    - [Book of Proceedings](https://help.exordo.com/site-administrators?hsLang=en#book-of-proceedings)
    - [Ex Ordo Mobile](https://help.exordo.com/site-administrators?hsLang=en#ex-ordo-mobile)
    - [Communication hub: Sending messages through Ex Ordo](https://help.exordo.com/site-administrators?hsLang=en#communication-hub-sending-messages-through-ex-ordo)
    - [People hub](https://help.exordo.com/site-administrators?hsLang=en#people-hub)
- [Authors](https://help.exordo.com/authors?hsLang=en#main-content)

    - [Initial Submissions](https://help.exordo.com/authors?hsLang=en#initial-submissions)
    - [Submitting a panel](https://help.exordo.com/authors?hsLang=en#submitting-a-panel)
    - [Panel contributions (submitting to an existing panel)](https://help.exordo.com/authors?hsLang=en#panel-contributions-submitting-to-an-existing-panel)
    - [Final Submissions and uploading Presentations](https://help.exordo.com/authors?hsLang=en#final-submissions-and-uploading-presentations)
    - [RSVP](https://help.exordo.com/authors?hsLang=en#rsvp)
- [Delegates](https://help.exordo.com/delegates?hsLang=en#main-content)

    - [Registration](https://help.exordo.com/delegates?hsLang=en#registration)
    - [Attending a virtual event](https://help.exordo.com/delegates?hsLang=en#attending-a-virtual-event)
    - [Accessing the mobile app](https://help.exordo.com/delegates?hsLang=en#accessing-the-mobile-app)
    - [Navigating the Ex Ordo Programme](https://help.exordo.com/delegates?hsLang=en#navigating-the-ex-ordo-programme)
- [Track Chairs](https://help.exordo.com/track-chairs?hsLang=en#main-content)

    - [Initial Submissions](https://help.exordo.com/track-chairs?hsLang=en#initial-submissions)
    - [Reviews: managing reviewers and the review](https://help.exordo.com/track-chairs?hsLang=en#reviews-managing-reviewers-and-the-review)
    - [Decisions and Final Submissions](https://help.exordo.com/track-chairs?hsLang=en#decisions-and-final-submissions)
    - [Communication hub: sending messages from Ex Ordo](https://help.exordo.com/track-chairs?hsLang=en#communication-hub-sending-messages-from-ex-ordo)
    - [Using the Virtual Builder (Session Creators Only)](https://help.exordo.com/track-chairs?hsLang=en#using-the-virtual-builder-session-creators-only)
- [Reviewers](https://help.exordo.com/reviewers?hsLang=en)
- [Review Group Chairs](https://help.exordo.com/review-group-chairs?hsLang=en#main-content)

    - [Preparing for the review](https://help.exordo.com/review-group-chairs?hsLang=en#preparing-for-the-review)
    - [Managing the review](https://help.exordo.com/review-group-chairs?hsLang=en#managing-the-review)
    - [Using the Communication Hub](https://help.exordo.com/review-group-chairs?hsLang=en#using-the-communication-hub)

[![Chill listening crop-3](https://help.exordo.com/hs-fs/hubfs/Vimeo.jpg?width=24&height=24&name=Vimeo.jpg "Chill listening crop-3")](https://exordo.com)

Ex Ordo | Your Scholarly Event Partner

Copyright © 2026, Ex Ordo

```json
{
  "@context" : "https://schema.org",
  "@type" : "Organization",
  "knowsAbout" : [ "Conference Management Software", "Abstract Management Software", "Peer Review Software", "Conference Organising", "Conference Planning", "Conference Programme", "Research Conferences", "Virtual Events" ],
  "logo" : "https://www.exordo.com/images/share_images/ex-ordo-logo.png",
  "name" : "Ex Ordo",
  "sameAs" : [ "https://www.linkedin.com/company/ex-ordo", "https://x.com/exordo" ],
  "url" : "https://www.exordo.com"
}
```