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.

Once the D4H Integration has been enabled in your Connect Rocket account, you can follow these steps to connect them.

Step 1

Navigate to 'Manage Account' via the profile menu.

Step 2

Select 'D4H Integration' from the page navigation.

Step 3

Open a second browser tab and sign into D4H. In D4H, click the profile menu 'human icon/avatar' from the top right corner of the viewport and select My Settings.

Under 'Member Settings' select 'API Access Keys'.

Step 4

Under 'Create New API Access Key' add a 'Label' such as  Connect Rocket and click 'Generate API Access Key'.

D4H will provide you with a 'Generated Token' (a long string of numbers and letters). Copy this entire token as you will be pasting it into Connect Rocket.

Step 5

Move back over to Connect Rocket and enter the 'Generated Token' in the 'D4H API Access Key' field. When done, click 'Link Accounts'.

Step 6

Connect Rocket and D4H are now linked. 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 7

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 and will not be synced back to D4H.

Step 8

Toggle on/off the D4H Groups that you would like to sync and view in Connect Rocket. If a Group is toggled 'off', the Group will not be viewable or usable in the Connect Rocket interface.

Step 9

As a final step, we recommend testing Connect Rocket by sending a Notification to verify your account works as expected.