Onboard New Organization Member System Integration
During new organization onboarding, Global Administrators use a guided setup flow to configure the member system integration. The flow asks: which member system the organization uses (Cornerstone, Consio, or none), prompts for API credentials, tests the connection, and allows configuration of the sync schedule and initial full sync. For Vipps SSO enrichment, the flow confirms whether the organization uses Vipps SSO and activates the personnummer write-back. Upon completion, the first full sync is triggered automatically to populate the app with the organization's current member records. A setup checklist in the admin portal tracks completion status.
User Story
Acceptance Criteria
- Given I start a new organization onboarding, when I reach the member system integration step, then I am presented with a dropdown to select Cornerstone, Consio, or 'No member system integration'
- Given I select Cornerstone and enter credentials, when I test the connection successfully, then I am shown a preview of the member record count in Cornerstone before confirming the integration
- Given I complete the integration setup, when I confirm, then an initial full sync is automatically queued and the sync status widget for this organization shows 'Initial sync in progress'
- Given the initial sync completes, when I view the member overview, then the organization's members are present in the app with correct roles and affiliation data from Cornerstone/Consio
- Given I enable Vipps SSO enrichment during onboarding, when a member from this organization first authenticates via Vipps, then their personnummer is written back to the source system and the enrichment event is logged
Business Value
New organization onboarding is a high-stakes moment where data consistency failures have lasting consequences — if the initial sync is misconfigured, the organization may spend weeks manually correcting member records. A guided onboarding flow that validates credentials, previews data, and confirms initial sync completion dramatically reduces onboarding errors and allows Global Administrators to support multiple organizations simultaneously without per-organization technical customization work.
Components
- Cornerstone Sync Service service
- Consio Sync Service service
- Vipps Member ID Sync Service service
- Member Sync Repository data
- Member System API Gateway infrastructure
- Member Sync Status Widget ui