Set up D4H integration
We're excited to make it easier for our customers to leverage many of the great features within D4H but before you can get underway you need to request access to the D4H integration. Please contact us to get started.
Overview:
The Connect Rocket/D4H integration allows the linking of a Connect Rocket and D4H account. This integration uses a secure API connection to share information and requests back-and-forth between the two applications. Integrated accounts allow users to:
- Manage all Contact (Member) information for Connect Rocket and D4H from within D4H.
- Manage all Groups for Connect Rocket and D4H from within D4H.
- Sync your D4H 'On-Call' status to Connect Rocket - If you're scheduled 'On-Call' in D4H, you'll be 'On Duty' in Connect Rocket. When you go 'Off-Call' in D4H, you'll move 'Off Duty' in Connect Rocket. Note: This feature is optional.
- Manage Duty Status in Connect Rocket based on the status of qualifications as set in D4H. Note: This feature is optional.
Once the D4H Integration option has been enabled in your Connect Rocket account, you can follow these steps to connect it with your D4H account.
Step 1
Navigate to 'Manage Account' via the profile menu.
Step 2
Select 'D4H Integration' from the page navigation.
Step 3
The first time you connect D4H and Connect Rocket, you will be prompted to enter the URL of your D4H Server and your Personal Access Token. If you are a user in more than one D4H Account, you will also need to select the account that you want to integrate. Initially, the page will display fields for your D4H Server URL and Personal Access Token.
To begin, paste your D4H server URL in the field labelled D4H Server URL.
Your URL is determined based on the region where your D4H account is resident.
| For Canada use | https://api.team-manager.ca.d4h.com |
| For the United States use | https://api.team-manager.us.d4h.com |
| For Asia Pacific use | https://api.team-manager.ap.d4h.com |
| For Europe use | https://api.team-manager.eu.d4h.com |
IMPORTANT!
Next a D4H Owner will need to generate a Personal Access Token (Key) in D4H. If you have not already, you must first activate D4H's API Access Module for your D4H Account. If you need help, see the following D4H support article:
Once your API Access Module has been enabled, a D4H Editor or above can generate your Personal Access Token. If you need help, see the following D4H support article:
Once you have obtained your Personal Access Token, copy and paste it into the textarea labelled D4H API Access Token.
If you are a user in multiple D4H Accounts, you will be prompted to select which D4H Account you are integrating with. This field will only appear after you have entered your URL and Personal Access Token. Use the drop down menu to select the desired account. If you are only a user in a single D4H Account, you will not see this option. Once the fields that are applicable to you have been populated, click 'Link Accounts.'
Step 4
If all of the above steps have been completed correctly, Connect Rocket and D4H should now be linked. Your Contacts and Groups will now be synced to Connect Rocket. Operational, Non-Operational and Observer Members will sync from D4H to Connect Rocket. Members classified as Retired will not sync to Connect Rocket.
If you have any sync errors, they will be identified in red and located under the green 'connected' indicator. As you work to fix any errors in D4H and sync them back to Connect Rocket, the error messages will disappear from Connect Rocket.
Step 5
Next, decide if you will use the D4H On Call Planner to manage your member schedules. If you enable this option, Connect Rocket will read the 'On-Call' Status from D4H and all management of Duty Status will occur in D4H. If you choose not to use the D4H On Call Planner, Duty Status will be managed within Connect Rocket using our Duty Manager feature and will not be synced back to D4H.
Step 6
Next decide which Group(s) from D4H you want to display in Connect Rocket. Toggle off the D4H Groups that you don't want to view in Connect Rocket. Once toggled 'off', a Group will not be viewable or usable in the Connect Rocket interface. If you change your mind in future, simply toggle the Group 'on' and Connect Rocket will include the Group with the next sync.
Step 7
Once your initial sync is complete, all of your contact's phone numbers will be enabled by default and will receive calls and notifications when sent. Your contacts can choose to disable individual phone numbers if they don't favour the default setting. This can be done in individual contact profiles by an Administrator or your contacts can manage their own phone number preferences via the Profile page in the mobile apps.
Step 8
As a final step, we recommend testing Connect Rocket by sending a Notification to verify your account works as expected.
Why has my D4H Access Token stopped working?
- The Personal Access Token was deleted by the owner;
- The API Access Module was disabled by an Account Owner;
- The member who generated the Personal Access Token has changed their password;