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A2Z Integration Overview

Paige Freeman
  • Updated

Clients must submit a support request to enable the A2Z integration. Clients using the A2Z integration must submit a support ticket to have A2Z-related hotfixes deployed in their environment. The integration is only available for web client.

The A2Z Integration connects Personify’s ThreeSixty platform with A2Z Events, enabling seamless data sync from your event management to your association management system. This integration streamlines operations by reducing manual data entry, improving data consistency, and enhancing reporting capabilities.

Prerequisites

  • Must be using web client
  • In A2Z, must not be using discounts, taxes, or multi-currency

What the Integration Does

With the ThreeSixty/A2Z integration, A2Z Events orders and payments are now accessible within ThreeSixty. The integration uses two new batch jobs to perform an order and payment information sync process that can be scheduled to run nightly. Exhibit and Booth products created in A2Z Events are mapped with corresponding products in ThreeSixty.

The integration allows synchronization from A2Z Events to ThreeSixty for:

  • Event orders
  • Payments and refunds
  • Product mappings between A2Z and ThreeSixty

The data is imported into ThreeSixty via scheduled batch jobs, ensuring visibility in both systems.

Integration Benefits

  • Reduces manual data entry and related errors.
  • Improves data accuracy between event and CRM systems.
  • Enhances reporting in ThreeSixty with visibility into A2Z transactions.
  • Streamlines customer service by giving staff access to updated order and payment data.

Key Components

The integration utilizes two new batch jobs to perform the sync: A2Z100 and A2Z200.

A2Z100 – API Consumer Batch Job

  • Pulls data from the A2Z Events system into a staging area within ThreeSixty.
  • Handles initial import of orders and payments.

A2Z200 – Order Synchronization Batch Job

  • Validates and processes the data collected by A2Z100.
  • Creates or updates orders and payments in ThreeSixty.
  • Generates an exception report if there are issues (e.g., unmapped products or constituents).

First, run the A2Z100 process to retrieve order and payment information from A2Z and store it for further processing. Then, map the products as necessary and run A2Z200 to take the data collected by the A2Z100 process and create or update the orders/payments as needed in ThreeSixty.

The A2Z200 process currently supports orders for products within the MISC, MTG, and XBT subsystems.

Integration Workflow

  1. Import companies within Global Admin (A2Z)
    ThreeSixty Master Customer ID is mapped to A2Z Events Company Number.
  2. Configure A2Z Integration Parameters in ThreeSixty
  3. Run A2Z100 to retrieve order and payment information 
  4. Configure A2Z Product Mapping in ThreeSixty
    Products must first be created/set up in ThreeSixty before they can be mapped to A2Z Events and Items.
  5. Run A2Z200 to create or update orders/payment information

Relevant A2Z Help Articles