Integration Settings

Integration configuration and credentials entity

Integration configuration and credentials entity

Stores configuration and credentials for external integrations.

Fields

Field Registry (from workspace/sources/entity-registry.csv)

CRM Settings

Field	Input Type	Required	Notes
Platform	Selector	-	Select from a system we integrate with
API Key	Text	-	If not empty the below fields show up
Member Object	Selector	Required	Pulls through a list of all available objects from the CRM platform
All Member Fields	-	Required	Displays a list of all the fields in Member Pulse and maps this against all the fields in the CRM in two dropdowns so you can map them
Event Tag	-	Required	Allows the admin to select a field in their CRM to map all event attendance/registration to
Course Tag	-	-	Allows the admin to select a field in their CRM to map all courses they’ve completed
Order Object	Selector	Not Required	Allows you to map any order/transactions against a particular object in their CRM
All Order Fields	-	Required	Displays a list of all the fields in Member Pulse and maps this against all the fields in the CRM in two dropdowns so you can map them

Accounting Settings

Field	Input Type	Required	Notes
Platform	Selector	-	Select from a system we integrate with
API Key	Text	-	If not empty the below fields show up

Payment Gateway Settings

Field	Input Type	Required	Notes
Platform	Selector	Required	Maps the payment gateway, this is required during set up
API Key	Selector	Required	-

Security

• Credentials encrypted at rest
• Decrypted only when needed for API calls
• Access logged in audit trail

Features

Integration Settings

Acceptance Criteria

Frontend

• Admin/client UI can view and manage Integration Settings records where applicable.

Backend / API

• CRUD operations exist for Integration Settings (create, read, update, delete/archive).

Permissions

• Access is restricted to appropriate roles (tenant-scoped).

Business Rules

• Fields and relationships documented on this page are enforced for Integration Settings.

Error Handling

• Invalid payloads return field-level validation errors.