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Table of Contents
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Overview
The Member Sync Feature is a one way push of Member information from the Office System to Reserve.
Required Permissions
CMA Admin Access
Accessing the Tool
In the Office system, access the System Menu from the top navigation. Within the System menu, select System Settings.
Once in the System Settings Menu, select Partner Products from the dropdown. Next, selectReserve Gatewaynested within the Partner Products navigation.
Finally, select the Sync Tab to view the most recent pushes.
Member Sync
Checking the Log
Following the same process as above (Office → System → System Settings → Partner Products → Reserve Gateway) Access theLog tab. Double click on error to get explanation for why the member did not sync.
Troubleshooting
Common errors when syncing a Member:
Member must have a last name and email address
Last name field (and first name field, if they have one) must be 32 characters or shorter
One way communication for members, Office to Reserve
All members will sync to Reserve
Manually Sync Members
System → System Settings → Partner Products → Reserve Gateway → Sync, Clear Last Member Push by clicking on the drop down and selecting Clear. ClickRun Sync then Click Save or Save and Close
Or, find the specific member in the search bar, click this Member, then Click Save or Save and Close
Best Practices
To correctly Sync, Member must have a First Name and a Last Name as well as an email address.
Maximum character limit for names is 32 characters.
FAQs
Why isn't my new member syncing over to Reserve Cloud?
Make sure both the first name and last name in Office are less than 32 character long. You may need to shorten the name especially for organizations or universities. ex. Ohio State University Science Department could be shortened to OSU Science Dep.
