Sync Meta Updates

Ben Denny — 

Although Memberium provides many direct integrations with your favorite plugins, you may run into a case where no integration exists. If you‘re wanting to interface/connect with the Infusionsoft fields of your logged-in users, this guide will explain one way you can do this in your custom applications or other plugins.

Many plugins such as Ultimate Member or BuddyPress allow you to present your users with “My Account” pages that can update a variety of things including custom fields. Maybe you want to capture the users “Website” or “Occupation”. Using those plugins, you can capture all that info without the use of Memberium; however, it will only exist in WordPress – you won’t be able to access it in Infusionsoft

Sync Meta Updates is designed to enable other plugins/code to access Infusionsoft fields as if they were normal WordPress User Meta Fields. 

How do I enable Sync Meta Updates?

You can enable the setting by going to Memberium > Settings > Performance:

How Does the Sync Work?

Once enabled, Memberium will allow access to Infusionsoft fields through the usermeta. We update the data during login or when we detect the field has been updated by another plugin. More on that in a moment. All the fields are prefixed with memb_ followed by the Infusionsoft database field name. Click here to learn how to find those field names.

For example:
First Name field in Infusionsoft: memb_FirstName
Custom field in Infusionsoft: memb__CustomField

Custom Fields

It’s important to note the custom fields have a double underscore in front of them – this follows the same format Memberium uses throughout the plugin.

As long as you are using the proper WordPress API functions, when you write to one of the fields, we capture that update and push it up to Infusionsoft. When an Infusionsoft field is updated and Memberium gets the update, the usermeta is updated to reflect the changes. We do not recognize straight SQL updates/inserts – you must use the WordPress API.

BuddyPress

In addition to this setting which needs to be turned on for BuddyPress integration, we have designed an interface that will allow you to easily connect BuddyPress profile fields to Infusionsoft fields.

After enabling this setting, go to Memberium > Sync Options > BuddyPress Fields

From here, you can use the dropdowns to connect and Infusionsoft field to a BuddyPress Profile field.

Other Plugins

Not all plugins will support the use of linking to custom fields like this out of the box. In those cases, you’ll need to ask the developer to implement new functionality, or you can hire your own developer / work with custom code to get the necessary functionality.

Our support team won’t be able to assist you with custom coding inquiries, but we can help you understand how our side of it works and answer any questions in terms of our software. Understand that we’re limited in the support we can provide for other plugins.

Additional Functionality

If you have PHP experience or are needing more integration than just the ability to update Infusionsoft fields, you can refer to our PHP functions guide here. That guide will explain the use cases of our PHP functions and how you can use Memberium in your own plugin/code to interact with Infusionsoft.


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