Institution Onboarding

Introduction

This onboarding checklist has two goals:

1. The functionality of the app in interaction with the ticket system of the cultural institution is ensured

2. Knowledge transfer regarding the technical processes

API Access

The API access is coordinated directly between the ticketing system and easy-connect.

• Test system — Responsible: INSTITUTION — Provision of access to test system REST API

• Connection test system — Responsible: JCA — Connect to API and test access

• Production system — Responsible: INSTITUTION — Provision of access to the production REST API

• Connection production system — Responsible: JCA — Connect to API and test access

• Partner and Venue configuration — Responsible: JCA — Partner record created, Venues created, Scheduling entry

Ticketing Metadata

The institution is responsible for activating events, prices, modes of sale, payment methods etc. This needs to be configured according to the relevant document.

• Permissions set — Responsible: INSTITUTION — Correct permissions in the ticketsystem set

• Correct events and performances visible via API — Responsible: INSTITUTION

• Prices correctly configured — Responsible: INSTITUTION

• ModeOfSales — Responsible: INSTITUTION

• Payment Method — Responsible: INSTITUTION

• Creation of price rules and promotion rules — Responsible: JCA

• Delivery options — Responsible: JCA — Configure ticket delivery option for institution

Content Integration

• Preferred option: integration based on CMS API (based on schema similar to schema-documentation)

• Scraping of website

• Check options for content integration — Responsible: JCA — Define option and contact person

• Implement — Responsible: EASY-CONNECT — Implement content integration

Test Booking

When the points above have all been completed, a test booking will be carried out together so that the institution can understand the booking in their own ticket system.

• Test Booking — Responsible: JCA / INSTITUTION — Joint test booking

• Test booking cancelled — Responsible: JCA / INSTITUTION — The test booking was canceled again on both sides

Documentation

• Information material sent — Responsible: JCA

• Information material provided for admission staff — Responsible: INSTITUTION

Other Documentation

Document any specific decisions and peculiarities of the integration.