> ## Documentation Index > Fetch the complete documentation index at: https://memberpulseptyltd.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # Integrations > Connect MemberPulse with your existing tools and services # Integrations ## Overview MemberPulse integrates with leading platforms to streamline your operations, automate workflows, and keep your data synchronized across systems. Payment processing, invoicing, and subscription management Accounting synchronization and financial reporting CRM synchronization for member and organization data Marketing automation and contact management Enterprise SSO, directory sync, and admin portal Real-time backend for live updates and notifications Website integration with SEO features and shortcodes Build custom integrations with our REST API *** ## 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. ### 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 | *** #### 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 Some integrations require administrator approval. Contact support if you need help with enterprise integrations. ## 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.