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1. Xero Intergration

   84 votes

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   48 comments  ·  Wishlist » Integration  ·  Delete…  ·  Admin →
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   Anonymous commented  ·  Mar 29, 2018  ·  Edit…  ·  Delete…

   I fully support the need for integration with Xero. I've got two clients using WA, both using Xero. I'm looking at moving two others, but the lack of integration is actually holding me back on this decision. Double handling of membership invoicing is costly, inefficient and unnecessary in this day and age.

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   Anonymous commented  ·  Feb 28, 2018  ·  Edit…  ·  Delete…

   Having moved several clients onto both Xero and WA over the past couple of years, I have to say that lack of integration is enough of a pain to make me think twice about moving across to WA in future.

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   Anonymous supported this idea  ·  Feb 28, 2018

2. Tracking Continuing Education Points (CEU, CEC, CPD, CPU)

   233 votes

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   97 comments  ·  Wishlist » New features  ·  Delete…  ·  Admin →
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   Work in progress  ·  AdminGleb Kamenetsky (Product Manager, Wild Apricot by Personify) responded

   Thank you to everyone for the feedback on this idea. Your examples of how you track credits today shaped what we built first.

   Continuing education tracking is in final testing, and the first release is coming soon.

   In short: administrators will be able to record members' continuing education credits manually in WildApricot, and members will be able to see their own credits. These were the two most requested needs in this thread.

   More specifically, here is what the first release will include.

   For administrators: every credit in one place, on the contact's record

   • A new Continuing education tab on each contact record. You add credits there by hand, and can edit or delete them. This includes credits earned outside WildApricot and credits for non-members.
   • Each credit holds the activity, number of credits (decimals allowed), category, "valid since" date, optional expiration date and a certificate link.
   • Your own credit categories (for example Ethics, Technical skills), set up once in Global settings → Members → Continuing education.
   • Totals of valid credits for each contact, overall and by category. Expired credits are not included in the totals.
   • Export of a contact's credit records.

   For members: their own standing, any time

   • A read-only Continuing education tab in the member's profile.
   • Members see their credits, status, total valid credits by category and links to their certificates.

   Also in this release: connect your LMS and sell courses

   Connect a third-party learning management system (LMS) to WildApricot through our new API. The integration covers the full course flow:

   1. Sell your courses. Courses from your LMS are added automatically as products in your WildApricot online store, so you can sell them to your members. It's a new source of revenue for your association.
   2. Give access on purchase. When a member buys a course, it's activated for them in your LMS.
   3. Record credits on completion. When the member completes the course in your LMS, their credits are added to their Continuing education record in WildApricot automatically.

   We’re aiming to release it by the end of the year. Dates may still move as we finish testing. We'll post here when it's live.

   We'll work on other use cases from this thread in the following releases.

   Thanks again for the feedback,

   Gleb Kamenetsky

   Thank you to everyone for the feedback on this idea. Your examples of how you track credits today shaped what we built first.

   Continuing education tracking is in final testing, and the first release is coming soon.

   In short: administrators will be able to record members' continuing education credits manually in WildApricot, and members will be able to see their own credits. These were the two most requested needs in this thread.

   More specifically, here is what the first release will include.

   For administrators: every credit in one place, on the contact's record

   • A new Continuing education tab on each contact record. You add credits there by hand, and can edit or delete them. This includes credits earned outside WildApricot and credits for non-members.
   • Each credit holds the activity, number of credits (decimals allowed), category, "valid since" date, optional expiration date and a certificate link.
   • Your own credit categories (for… more
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   Anonymous commented  ·  Jun 8, 2017  ·  Edit…  ·  Delete…

   It seems like this idea is quite popular... any idea when this might be released? We are looking at doing CPD for our association and we use WA for membership management.. it would be fantastic to have this implemented in the next release.

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   Anonymous supported this idea  ·  Jun 8, 2017