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integration_profiles.md

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layout: default title: "OSDI" permalink: integration_profiles.html

OSDI

This document defines common integration profiles. Integration profiles define a common integration scenario between two types of OSDI systems.

Sections

Mobile Telephony

Inbound Pull

The Mobile Telephony System (MTS) system will pull information on mobile subscribers from an OSDI CRM using:

  1. find 'mobile subscribers' OData query
  2. Oauth or API Key
  3. Multiple record, paged data query (person collection)

Outbound supporter push

The MTS will push updated supporter data to an OSDI CRM using:

  1. person_signup_helper
  2. Custom Fields
  3. Action History
  4. Canvassing Interactions

Field Organizing

A Field Organizing System (FOS) has two types of integrations.

  1. Inbound Pull - Pulls supporter data from CRMs into FOS store to perform survey Q&A
  2. Outbound Push - With survey Q&A responses captured, the system will push that data into CRMs. There are multiple possible modes such as custom fields, or Q&A. Custom fields is the initial scenario.

Inbound Pull

To integrate, the following are needed

  1. Lists of Lists
  2. Oauth or API Key
  3. Multiple record, paged data query (person collection)

Outbound push

The FOS will push supporter data into a CRM with:

  1. person_signup_helper
  2. custom fields support

Ephemeral Requirements

  1. sandbox environment for prototyping / testing