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FORWEBSITES,INTRANETS&EXTRANETS
FULL API INTEGRATION
JohnMacfarlane
john.macfarlane@metadigital.co.uk
AgendaAgendaINTRODUCTION | Metadigital
DESIGN . BUILD . INTEGRATE . SUPPORT
 Formed in 2005
 Award winning
 ISO 9001 / ISO 27001
Accredited
 Multi disciplined, technically
focused
 Administrate Partner
 A track record in delivery &
support of creative technology
solutions
AgendaAgendaOVERVIEW |What are my options?
WordPress /
WebLink
 Display upcoming events
 Receive online bookings
 Receive payment
AgendaAgendaOVERVIEW |What are my options?
FULL API
AgendaAgendaAPI | What is an API?
 Exposes an application’s internal functions and data to the
outside world (in a controlled fashion!)
 Allowing one application (i.e. administrate) to talk to another
application (e.g. your website)
APPLICATION PROGRAMMING INTERFACE
AgendaAgendaAPI | When should I use it?
Some common challenges – sound familiar?
 I need to make sure that our website and Administrate course & event data
are automatically in sync without compromising how things look
 My customers want to browse & book multiple delegates onto multiple
courses and checkout, securely, in a single action
 I want my customers to browse my courses via a visual interface e.g. a
calendar, with custom filters for our course categories
 I need to allow my customers to pay for our courses by instalment
 I need to allow my employees to view an overall resource schedule for
trainers, rooms and equipment to make our operations simpler
AgendaAgendaAPI | When should I use it?
Some common challenges – sound familiar?
 My customers often want to book places on courses before they have all their
delegate details confirmed
 I want to capture contact details directly into the CRM in return for value add
content
 I need to have web orders created in a specific step of my sales workflow
(New customer / Existing account)
 I don’t want customers to be able to book places on an event when it is full
AgendaAgendaCASE STUDY | Who we’re working with
Impact Factory
Communication skills training provider
Central London
PR Academy
Public relations and communication training provider
South East
Kentec Training
Workplace safety training provider
South East
First Intuition
Accountancy training providers
Central London & throughout UK
AgendaAgendaCASE STUDY | Impact Factory
Communication skills training provider in Central London
 Challenge: Replace separate CRM & eCommerce systems with a fully
integrated API solution
Main requirements:
 A highly creative / bespoke user interface
 A single point of truth for all customer and course data
 Ability for large corporate customers to browse and buy multiple courses for
their workforce via a single ‘basket’ with a highly customised checkout
 Ability to book places and provide delegate details later
aAgenda
CASESTUDY|ImpactFactory
aAgenda
CASESTUDY|ImpactFactory
aAgenda
CASESTUDY|ImpactFactory
aAgenda
CASESTUDY|ImpactFactory
AgendaAgendaCASE STUDY | PR Academy
PR training provider in South East England
 Challenge: Deliver a bespoke user interface with a unique enrolment /
checkout process for customers
Main requirements:
 Create a visually compelling website that uses Administrate as the single
source of data for all course / event data
 Create a checkout flow that works with the enrolment requirements of their
awarding bodies
 Allow customers to checkout while paying by instalments
AgendaAgenda
AgendaAgenda
AgendaAgenda
AgendaAgendaCASE STUDY | Kentec Training
Workplace safety training provider in South East England
 Challenge: Replace WordPress site / plugin with a fully integrated API solution
and a resourcing diary application
Main requirements:
 Create a visually compelling website that uses Administrate as the single
source of data for all course / event data
 Build a web based resourcing application to give an overview of staff / trainers
activities and availability
 Ability to book places and provide delegate details later
AgendaAgenda
AgendaAgenda
AgendaAgenda
AgendaAgendaCASE STUDY | First Intuition
Accountancy training provider in Central London / throughout UK
 Challenge: Franchise model with London HQ and study centres nationwide
Main requirements:
 Populate a single eCommerce catalogue from multiple Administrate instances
 More than one payment gateway
 Send customer and order data back to multiple Administrate instances
AgendaAgenda
AgendaAgendaSUMMARY |Administrate API
The Administrate API gives you direct access to your data
It can help create a single point of truth for data across systems such as:
 eCommerce Website & CMS (e.g. WordPress / WooCommerce / Umbraco /
uCommerce)
 CRM (e.g. MailChimp / Campaign Monitor / SignUpTo)
 External custom applications e.g. resourcing diary
Deliver a fully bespoke, feature rich, user interface for a truly customer
centred approach to your eCommerce website / Web application
THANKS
FOR
LISTENING
JohnMacfarlane
John.macfarlane@metadigital.co.uk

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LITE 2017 – API Integrations [John Macfarlane]

  • 2. AgendaAgendaINTRODUCTION | Metadigital DESIGN . BUILD . INTEGRATE . SUPPORT  Formed in 2005  Award winning  ISO 9001 / ISO 27001 Accredited  Multi disciplined, technically focused  Administrate Partner  A track record in delivery & support of creative technology solutions
  • 3. AgendaAgendaOVERVIEW |What are my options? WordPress / WebLink  Display upcoming events  Receive online bookings  Receive payment
  • 4. AgendaAgendaOVERVIEW |What are my options? FULL API
  • 5. AgendaAgendaAPI | What is an API?  Exposes an application’s internal functions and data to the outside world (in a controlled fashion!)  Allowing one application (i.e. administrate) to talk to another application (e.g. your website) APPLICATION PROGRAMMING INTERFACE
  • 6. AgendaAgendaAPI | When should I use it? Some common challenges – sound familiar?  I need to make sure that our website and Administrate course & event data are automatically in sync without compromising how things look  My customers want to browse & book multiple delegates onto multiple courses and checkout, securely, in a single action  I want my customers to browse my courses via a visual interface e.g. a calendar, with custom filters for our course categories  I need to allow my customers to pay for our courses by instalment  I need to allow my employees to view an overall resource schedule for trainers, rooms and equipment to make our operations simpler
  • 7. AgendaAgendaAPI | When should I use it? Some common challenges – sound familiar?  My customers often want to book places on courses before they have all their delegate details confirmed  I want to capture contact details directly into the CRM in return for value add content  I need to have web orders created in a specific step of my sales workflow (New customer / Existing account)  I don’t want customers to be able to book places on an event when it is full
  • 8. AgendaAgendaCASE STUDY | Who we’re working with Impact Factory Communication skills training provider Central London PR Academy Public relations and communication training provider South East Kentec Training Workplace safety training provider South East First Intuition Accountancy training providers Central London & throughout UK
  • 9. AgendaAgendaCASE STUDY | Impact Factory Communication skills training provider in Central London  Challenge: Replace separate CRM & eCommerce systems with a fully integrated API solution Main requirements:  A highly creative / bespoke user interface  A single point of truth for all customer and course data  Ability for large corporate customers to browse and buy multiple courses for their workforce via a single ‘basket’ with a highly customised checkout  Ability to book places and provide delegate details later
  • 14. AgendaAgendaCASE STUDY | PR Academy PR training provider in South East England  Challenge: Deliver a bespoke user interface with a unique enrolment / checkout process for customers Main requirements:  Create a visually compelling website that uses Administrate as the single source of data for all course / event data  Create a checkout flow that works with the enrolment requirements of their awarding bodies  Allow customers to checkout while paying by instalments
  • 18. AgendaAgendaCASE STUDY | Kentec Training Workplace safety training provider in South East England  Challenge: Replace WordPress site / plugin with a fully integrated API solution and a resourcing diary application Main requirements:  Create a visually compelling website that uses Administrate as the single source of data for all course / event data  Build a web based resourcing application to give an overview of staff / trainers activities and availability  Ability to book places and provide delegate details later
  • 22. AgendaAgendaCASE STUDY | First Intuition Accountancy training provider in Central London / throughout UK  Challenge: Franchise model with London HQ and study centres nationwide Main requirements:  Populate a single eCommerce catalogue from multiple Administrate instances  More than one payment gateway  Send customer and order data back to multiple Administrate instances
  • 24. AgendaAgendaSUMMARY |Administrate API The Administrate API gives you direct access to your data It can help create a single point of truth for data across systems such as:  eCommerce Website & CMS (e.g. WordPress / WooCommerce / Umbraco / uCommerce)  CRM (e.g. MailChimp / Campaign Monitor / SignUpTo)  External custom applications e.g. resourcing diary Deliver a fully bespoke, feature rich, user interface for a truly customer centred approach to your eCommerce website / Web application