Integrations
Integrations let you connect Gaggle Mail to an external system — such as your membership or association management software — and automatically keep your groups in sync with it. Members are synced one-way, from the external system into Gaggle Mail, so your groups always reflect who's a member without you having to update them by hand.
This article explains what integrations do, what you need to use one, and how to set one up.
What is an integration?
An integration links Gaggle Mail to another system that already holds your list of members. Once connected, Gaggle Mail reads the members (and, where supported, their membership groups or levels) from that system and adds, updates and removes members in your Gaggle Mail groups to match.
A few things worth knowing:
- It's one-way. Members flow from the external system into Gaggle Mail — Gaggle Mail is kept in sync with your source system, not the other way around.
- It runs automatically. The sync runs once a day, so changes you make in your external system show up in your groups without any manual work. You can also run it on demand, up to a maximum of once every 10 minutes.
- Your source system stays in charge. Because the external system is the source of truth for membership, it's the best place to add or remove people once an integration is connected.
We're adding new integrations regularly. If the system you use isn't listed yet, you can request it from the Integrations page and we'll consider building it next.
What you'll need
Integrations are set up on an Organization, and they require a paid plan. In short, you'll need:
- An Organization — integrations are configured at the Organization level and apply to the groups within it.
- A paid subscription — integrations aren't available on the free plan.
Don't have an Organization yet?
If you don't already have an Organization, you'll need to create one before you can set up an integration. An Organization links your related groups together so you can manage members, admins and billing from one central place. See Organization: Introduction for what an Organization is and step-by-step instructions on how to create one.
How to set up an integration
- Sign in as an Administrator and open your Organization.
- Go to the Integrations page.
- Find the system you want to connect and click Connect.
- Follow the prompts to authorise Gaggle Mail and choose which members should sync into your groups.
Once connected, the integration runs automatically on its schedule and keeps your groups in sync with your external system.