Integrations

Overview

MemberPulse integrates with leading platforms to streamline your operations, automate workflows, and keep your data synchronized across systems.

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Integration Categories

Payments

Process payments, manage subscriptions, and handle invoicing through Stripe integration.

Feature	Description
Payment Processing	Accept credit cards, bank transfers, and digital wallets
Subscription Billing	Automated recurring payments for membership plans
Invoicing	Generate and send professional invoices
Refunds	Process refunds directly from MemberPulse

Acceptance Criteria

Frontend

• Payments workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Payments as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Accounting

Keep your financial records in sync with Xero integration.

Feature	Description
Invoice Sync	Automatically push invoices to Xero
Contact Sync	Keep member records synchronized
Payment Reconciliation	Match payments with invoices
Revenue Recognition	Track unearned and earned revenue

Acceptance Criteria

Frontend

• Accounting workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Accounting as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

CRM

Synchronize member data with Salesforce or HubSpot for marketing and sales.

Feature	Description
Contact Sync	Bi-directional contact synchronization
Activity Tracking	Log member activities in CRM
Campaign Integration	Trigger campaigns based on member actions
Lead Scoring	Enrich leads with membership data

Acceptance Criteria

Frontend

• CRM workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports CRM as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Authentication

Enterprise authentication with WorkOS for SSO and directory sync.

Feature	Description
Single Sign-On	SAML and OIDC with 50+ identity providers
Directory Sync	SCIM-based user provisioning
Admin Portal	Self-service SSO configuration
Audit Logs	Enterprise compliance tracking

Acceptance Criteria

Frontend

• Authentication workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Authentication as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Real-time Backend

Power live features with Convex integration.

Feature	Description
Live Notifications	Instant push notifications
Real-time Presence	See who's online
File Storage	CDN-backed file uploads
Scheduled Jobs	Background task processing

Acceptance Criteria

Frontend

• Real-time Backend workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Real-time Backend as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Monitoring

Track errors and performance with Sentry integration.

Feature	Description
Error Tracking	Capture uncaught exceptions and handled errors
Performance Monitoring	Track page loads and API call performance
Session Replay	Video-like recordings of user sessions
React Query Integration	Report Convex query/mutation errors

Acceptance Criteria

Frontend

• Monitoring workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Monitoring as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

WordPress

Integrate MemberPulse with your WordPress website.

Feature	Description
Managed Plugin	Auto-updating WordPress plugin
SEO Features	Schema markup and meta tags
Shortcodes	Embed content with simple shortcodes
Widgets	Display directory, events, and jobs

Acceptance Criteria

Frontend

• WordPress workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports WordPress as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Developer

Build custom integrations with our REST API.

Feature	Description
REST API	Full CRUD access to all resources
Webhooks	Real-time event notifications
API Keys	Secure authentication
Rate Limiting	Fair usage policies

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Acceptance Criteria

Frontend

• Developer workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Developer as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Getting Started

1. Navigate to Client Portal > Settings > Integrations
2. Select the integration you want to configure
3. Follow the setup instructions for each service
4. Test the connection before enabling

Features

Integrations

Acceptance Criteria

Frontend

• UI provides configuration controls and status/health indicators for this integration.

Backend / API

• Integration can be connected, configured, and exercised end-to-end (auth + sync/webhooks).

Permissions

• Only ROLE_CLIENT_ADMIN (or equivalent) can configure the integration.

Business Rules

• Data sync respects tenant isolation and mapping rules.

Error Handling

• Auth and sync failures are surfaced with actionable messages and retry behavior.