Integration

Diagnosing Xero Integration Issues

Overview When integrating with any 3rd party platform there can be disruptions between the various platforms or issues regarding the data transfer. Profiler provides a Xero Integration Log which helps you see the invoices/payments that are being transferred to Xero, and if there is any issues with them. To get…

Stripe Webhooks to Profiler

When using the Stripe payment processor and a website that does not support data sending to Profiler natively, you can send each transaction to Profiler RAPID processing from the Stripe web platform. This will be received like a normal payment and allocated the default OLDON (online donation) source code. To…

Webhooks on Payments

If you wish to send information about payments to a 3rd party external system you can implement web hooks for your payments for specific source codes. An example might be Zapier or a 3rd party that can receive a JSON payload. To set up a web hook go to Setup…

Adding Westpac Classic API/Certificates

Westpac Payway has the modern REST API for Profiler to use, however, we support the older Westpac Classic Credit Card API for customers still using that platform. This article will outline the setup process needed to update the required certificate so Profiler can work with your connection with Westpac. From…

Enabling automatic memberships via RAPID

By default Profiler will not automatically create a membership payment received via RAPID. This allows a Profiler user to check the details and ensure any relevant membership types are mapped correctly before the membership is created. These memberships will just sit waiting in Help in RAPID – however, you can…

JotForms Payment Integration

We support JotForms to send data into the RAPID integration system for online payments. For this to work we need to have a number of fields that are on the JotForm that are named in a certain way (or hidden fields with certain optional values). When these fields are entered,…

Stripe / Gravity Form Integration

Profiler will support the payment information provided from Gravity Forms using the data field setup as provided here – however, to integrate with Stripe, to take the payment at the website with PCI compliance provided by Stripe – you will need to set up the Gravity Forms Stripe plugin. Installing…

Mailchimp Integration Processes

Profiler will integrate with Mailchimp to synchronize lists and campaigns sent from Mailchimp back against each client. Prerequisites Managing the integration Profiler to Mailchimp flow With the above items set the process is pretty automated. If a mailing list is set in Profiler to be synchronized to a list in…

Google Analytics 4

Setting up Google Anayltics 4 for reading into Profiler Special Events Google Analytics Side From google analytics go to Admin > Property and Property Access Management In here Add A User With the email starting-account-nd89nz6vj7dd@profiler-1699833324002.iam.gserviceaccount.com You can untick the Notify new users by email and also give the access permissions…

WooCommerce Integration

If you run a Web Store with WooCommerce you can bring these individual payments however a little set up needs to happen for Profiler to accept these payments. Profiler Source Code When a payment from WooCommerce comes in, the entire payment will be set to a source code – the…

Raisely Integration

Profiler supports integration with 3rd party crowd fundraising platform RAISELY. You can use a Raisely page for your fundraising and you can set up Profiler to receive successful payments from this platform to be ingested into Profiler RAPID. This document outlines the tasks needed in both systems to set up…

CBM Data Import

The CBM data export is available for import natively into Profiler. This will look at the data provided and match (or create) any clients needed. Before you start – you should create a new client acquired code (for new clients) under Setup > Client > Acquired to Database Code and…

Microsoft Azure SSO

The Profiler system allows SSO enabled authentication against Microsoft 365 Azure. The document outlines the required steps to enroll Profiler as an Enterprise Application in Microsoft Azure for single sign-on for your Profiler instance. Profiler uses the Microsoft Identity Platform using modern OpenID & OAuth 2.0 to verify the user…

SMS Broadcast (outgoing)

Integration with SMS Broadcast provider is available from the Setup > Integration > Social and Media Setup Towards the bottom of the screen go to Outgoing SMS Provider In Provider select SMS Broadcast as the broadcast provider. From your SMS Broadcast account the API Username and API Password are required…

Finding your Mailchimp API Code

To integrate Profiler with Mailchimp we need to tell Profiler the Mailchimp API code. To do this in Mailchimp login via the mailchimp website. Click your name at the base of the screen on the bottom left hand side and go to Accounts and Billing – once you are in…

Refreshing Xero Accounts in Profiler

Profiler maintains a copy of the available accounts in Xero so that you can assign a source code to the associated Xero account for payments to flow through to. Should you add a new account in Xero, you will need to refresh the list of accounts in Profiler. To do…

Linking a Profiler Client to a Xero Contact

Profiler allows you to link a client to a customer inside Xero. Often this link can be done automatically as there will be enough information in either system that is the same (name, email address etc) or that Profiler has created the customer in Xero, creating the link initially. However…

Creating a Sign-Up to Mailing List Gravity Form

If you wish to have a web-form on your WordPress website that asks people to sign up to a specific mailing list in Profiler, this KB article will show you how to have that happen. In WordPress Create a form that has the basic details you wish the client to…

Linking a Payment/Donation Gravity Form to Profiler (using the Plugin)

When using Gravity Forms, with WordPress, you will need to link up the gravity form fields to those in Profiler using the Profiler WordPress Plugin. This KB article will show you how to match up your form fields for a payment form. Gravity Forms Side From Gravity Forms Settings for…

Viewing RAPID Recent Comments

You can use the Reports > Standard2 Reports > CLI006 Interaction Report to do a report on recent comments left via your RAPID integrations, however, it is at times more practical to see this on-screen. You can access on-screen list via Payments > RAPID Integration and when in the main…

Widget showing all Pending RAPIDs

You can add a widget to your (or any shared) dashboard that can display any transactions inside RAPID that have yet to be processed. This widget does not care on the type of transaction (OLDON, MEM etc), it will show all un-processed transactions. To add the widget, on the dashboard…

Adding (or removing) an amount from a received Integration Amount

If using Profiler Integration you may have a situation where a client purchases a membership (or gift) and something is to be sent to them (with an example shipping fee) Has the ability to sense that this has been instructed, and will adjust the incoming total amount by the “shipping”…

Office 365 Email Integration

This document outlines how to add your Profiler injest email automatically to your office 365 system, so outgoing (and incoming) emails (ie. sent to/from your corporate account) are automatically set as a BCC to Profiler for attaching into your clients. Step 1 – Create contact (in Office 365 Admin) Go…

Hiding MEM types on RAPID Integration

To hide the MEM types from the RAPID processing screen – you can go to Setup > Integration > General Settings and in the Options section You can select Hide MEM Types on the RAPID Processing List – when this is ticked all MEM payments will be ignored from the…

Gravity Forms General Input – Send to Profiler

You can bring a Gravity Form and it’s data into Profiler by including your database on the notification. This allows all kinds of data from Gravity Forms to be sent to Profiler for adding or matching to clients. Setting Up Notification Send After setting up your form in Gravity Forms/Wordpress,…

Linking a Membership Gravity Form to Profiler (using the Plugin)

When using Gravity Forms, with WordPress, you will need to link up the gravity form fields to those in Profiler using the Profiler WordPress Plugin. This KB article will show you how to match up your form fields for a membership form. Gravity Forms Side From Gravity Forms Settings for…

User Defined Field Mapping

When using Gravity Forms or other online field mapping, you need to tell Profiler the data that is being received on the 100 available user defined fields. This allows for complete flexibility on your online forms with WordPress + Gravity Forms, however, Profiler needs to be told on what field…

Linking a Mailing List as a SMS Send List

To tell Profiler that a previously set up mailing list (Setup > Mailings > Mailing List) is used for bulk SMS communication, you can set this up at Setup > Integration > Social and Media Setup. In the General Settings you can set the SMS Mailing List to the list…

Fail-Over / RAPID Online Payment Source Codes

RAPID online payments allow you to set a source code for any online payment methods manually OR allow you to set them on your web-form so it passes across (helpful if you run multiple different forms for different purposes) This article explains how to set the default online payment source…

Creating a Task during RAPID membership (MEM) processing

You can set up that when all new (or existing) MEM payments are created via RAPID, a task or task workflow can be triggered. This might be helpful if you wish to send members as information pack etc. This task is a standard Profiler Client Task but is initiated on…

SMS Reply Numbers

You can set extra SMS reply numbers or names in Profiler (if using a SMS Gateway provider) via the Integration setup. For each number or name you wish to add, follow these steps Go to Setup > Integration > Social and Media Setup In the Outgoing SMS section of the…

Active Campaign Template Import

This document explains how to get externally designed templates in Active Campaign into Profiler for use within the Profiler Email system From your Active Campaign > Campaign > Manage Template menu choose the Campaign Template you wish to have in Profiler In Active Campaign – Hover over the template you…