🏠 Overview › 👥 User Roles ›📖 Configure Cornerstone Member System Integration

Configure Cornerstone Member System Integration

Administrators can set up or update the Cornerstone REST API integration by providing the API key, base URL, and webhook endpoint configuration. The sync schedule supports nightly full sync and event-driven delta sync via webhook. Organization Administrators configure their own organization's Cornerstone connection; Global Administrators can configure any organization's connection. A test connection button validates credentials before saving. The system confirms the integration is active and shows when the first sync will run.

HIGH story-member-system-integration-global-admin-002 5 pts
5
Story Points
High
Priority
Member System Integration
Feature

User Story

As a administrator
I want to configure the API credentials, sync schedule, and delta sync webhook settings for the Cornerstone member management system integration
So that So that the app can automatically pull membership status, role changes, and affiliation updates from Cornerstone and keep member records current without manual intervention

Acceptance Criteria

  • Given I have valid Cornerstone API credentials, when I enter them and click 'Test Connection', then the system returns a success response within 10 seconds
  • Given the test connection passes, when I save the configuration, then the Cornerstone sync service activates and the first full sync is scheduled
  • Given I configure a webhook URL for delta sync, when Cornerstone fires a membership change event, then the sync service processes the event and updates the member record within 5 minutes
  • Given invalid credentials are entered, when I click 'Test Connection', then I see a descriptive error message indicating whether the API key, base URL, or network is at fault
  • Given an Organization Administrator, when they access integration config, then they can only configure settings for their own organization and not view other organizations' credentials

Business Value

Cornerstone is the authoritative membership registry for several member organizations. Without a configured integration, membership lapses and role changes in Cornerstone are not reflected in the app, causing unauthorized access to persist and active members to be incorrectly blocked. Automated synchronization eliminates the manual reconciliation work that currently consumes significant administrative time and introduces a lag of days between source system changes and app state.

Components

Member System Integration
Related Feature
Global Administrator
User Role