Configure Consio Member System Integration

Administrators can set up or update the Consio REST API integration by providing the API key and base URL. The integration supports nightly full sync; delta sync via webhooks is available where Consio supports it (configurable per deployment). Organization Administrators configure their own organization's Consio connection; Global Administrators can configure any organization. The configuration screen notes which Consio API version the organization uses and adjusts field mappings accordingly. A test connection validates credentials before activating the integration.

HIGH story-member-system-integration-organization-administrator-003 5 pts

Story Points

High

Priority

Member System Integration

Feature

User Story

As a administrator

I want to configure the API credentials, sync schedule, and available webhook settings for the Consio member management system integration

So that So that member records, organizational affiliations, and membership status are kept synchronized between Consio and the app automatically

Acceptance Criteria

Given I have valid Consio API credentials, when I enter them and click 'Test Connection', then the system validates the connection and displays the organization name returned by the Consio API
Given successful credential validation, when I save the configuration and enable nightly sync, then a Supabase Edge Function is scheduled for the configured time window
Given Consio does not support webhooks for this organization, when I view the configuration screen, then the delta sync section is clearly marked as unavailable and only nightly full sync is offered
Given a configuration is saved, when I navigate away and return, then the API key is displayed masked and the last-configured timestamp is shown
Given an Organization Administrator saves Consio config, when a Global Administrator views it, then the credentials are visible only within the correct organizational scope

Business Value

Consio serves as the authoritative membership system for a subset of member organizations. Keeping app membership data aligned with Consio prevents stale role assignments and ensures that changes made in the familiar membership management tool are promptly reflected in the app, reducing administrative overhead and the risk of access control errors during the periods between manual reconciliation cycles.

Components

Consio Sync Service service
Member Sync Repository data
Member System API Gateway infrastructure

Member System Integration

Related Feature

Organization Administrator

User Role