Integration

Add Invoices to Xero

Monday, Dec 9, 2019 by Scott Spence Integration, Invoice, Xero, Export Map, Export Queue

Xero is a popular online accounting package. CourseSales.com offers a service that automatically creates invoices from your registration/document workflow. You can for example, automatically invoice when a customer has registered, or alternatively automatically invoice when a customer has paid online, eg via paypal, ezidebit or worldpay. Xero integration uses the latest API functions available to enable a range of services,including the automatic creation of contacts within Xero when creating an invoice, linking to your preferred account and appending all the sales from one course to the same invoice.

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List Courses and Accept Enrolments on WordPress

Monday, Dec 9, 2019 by Scott Spence Integration, Course List, WordPress

WordPress is a popular content management system for websites. We can host wordpress websites that integrate with CourseSales.com. The CourseSales.com Connector plugin enables the inclusion of an organisation’s list of training courses, which link through to a registration form and payment. Advanced features include infinity (never-ending) listing of courses, limiting the display of courses by course category and location. What can you do with the plugin? Include a summary (compressed) list of courses, with some formatting, including form buttons using the slug [coursesales-course-list-summary]

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Setup Ezidebit Payments

Saturday, Jan 19, 2019 by Scott Spence Payment Method, Ezidebit, Integration

Ezidebit is a payment method popular in Australia and New Zealand. You can set up the Instant Payment Page - pay now for use within CourseSales.com for your customers to make payment. An example of this is here you can include variables accepted by the Ezidebit payment system, this will ease the amount of data that your customer needs to enter themeselves. Confirmation of the payment will have to be performed manually, and the transaction id (if required) will need to be manually entered into CourseSales.

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CourseSales.com Web Services - Export Queue

Friday, Jan 11, 2019 by Mark Stoke Integration, Web Services, REST, Export Queue

Swagger Definition Refer to the swagger file for a full definition yaml Swagger for Export Queue Secure Web Service This web service requires a CourseSales.com secure web services user. It should only be used in server-side applications. Query Parameters you may supply any of these parameters: exportQueueId Integer - the Id of a particular Export Queue record exportQueueStatusId Integer - the Id of a particular Status record

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CourseSales.com Web Services - Connection Test

Sunday, Dec 30, 2018 by Mark Stoke Integration, Web Services, REST, Connection Test

Swagger Definition Refer to the swagger file for a full definition yaml Swagger for Connection Test Standard Web Service This web service requires a standard CourseSales.com web services user. It may be used in client or server-side applications. Call pattern This service requires only the login details as specified for SOAP and REST. Example PHP using REST $parameters = array(); $parameters['LoginUsername'] = 'yourSoapUsername'; $parameters['LoginPassword'] = 'yourSoapPassword'; 'https://[yoursubdomain].coursesales.com/rest/connectiontest?'. json_encode( $parameters );

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CourseSales.com Web Services

Sunday, Dec 30, 2018 by Mark Stoke Integration, Web Services, REST

Introduction CourseSales.com provides web services that offer information about courses, and enable users to complete online forms. CourseSales.com offers these protocols: CourseSales.com Web Services - Export Queue REST JSON based Representational State Transfer SOAP Simple Object Access Protocol, with data in a JSON format (Deprecated) Although there are two protocols, the request content and responses are identical. Multiple requests in one call CourseSales.com web services are designed to handle multiple requests at one time, to minimise the number of web service calls you need to make.

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Integrate with an Agent's Website

Friday, Dec 7, 2018 by Scott Spence Integration, Agent, Course List

One way to increase sales is engage agents who wish to sell your courses. As you will be giving them a commission for their efforts, you need to track which are those customers they have referred to you. You could create course dates that are at locations with slightly different names, eg London Central vs Center of London, to distinguish registrations that are from that agent, giving them a link that limits display of courses to that location they could incorporate it into their website.

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CourseSales.com Web Services - Agent

Saturday, Dec 1, 2018 by Mark Stoke Integration, Web Services, REST, Agent

Swagger Definition Refer to the swagger file for a full definition yaml Swagger for Agent Secure Web Service This web service requires a CourseSales.com secure web services user. It should only be used in server-side applications.

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CourseSales.com Web Services - Contact

Saturday, Dec 1, 2018 by Mark Stoke Integration, Web Services, REST, Contact

Swagger Definition Refer to the swagger file for a full definition yaml Swagger for Contact Secure Web Service This web service requires a CourseSales.com secure web services user. It should only be used in server-side applications.

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CourseSales.com Web Services - Content

Saturday, Dec 1, 2018 by Mark Stoke Integration, Web Services, REST, Content

Swagger Definition Refer to the swagger file for a full definition yaml Swagger for Content Standard Web Service This web service requires a standard CourseSales.com web services user. It may be used in client or server-side applications.

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CourseSales.com Web Services - Course Date Documents

Saturday, Dec 1, 2018 by Mark Stoke Integration, Web Services, REST, Course Date Documents

Swagger Definition Refer to the swagger file for a full definition yaml Swagger for Course Date Documents Secure Web Service This web service requires a CourseSales.com secure web services user. It should only be used in server-side applications.

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CourseSales.com Web Services - Document

Saturday, Dec 1, 2018 by Mark Stoke Integration, Web Services, REST, Document

Swagger Definition Refer to the swagger file for a full definition yaml Swagger for Document Scope This service returns Forms with a status of Active. This service only returns Forms for Active Course Dates, that is: They are Scheduled, and visible to the Public Where the Course Date is attached to a Course Master that has a status of Active Standard Web Service This web service requires a standard CourseSales.

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CourseSales.com Web Services - Options

Saturday, Dec 1, 2018 by Mark Stoke Integration, Web Services, REST, Options

Swagger Definition Refer to the swagger file for a full definition yaml Swagger for Options Standard Web Service This web service requires a standard CourseSales.com web services user. It may be used in client or server-side applications. Multiple requests The OptionType corresponds directly to the various types of Options you will see inside CourseSales.com. If you wish to search two types of Options all you need to do is include both in the request, eg:

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CourseSales.com Web Services - Status

Saturday, Dec 1, 2018 by Mark Stoke Integration, Web Services, REST, Status

Swagger Definition Refer to the swagger file for a full definition yaml Swagger for Status Secure Web Service This web service requires a CourseSales.com secure web services user. It should only be used in server-side applications.

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CourseSales.com Web Services - Table Links

Saturday, Dec 1, 2018 by Mark Stoke Integration, Web Services, REST, Table Links

Swagger Definition Refer to the swagger file for a full definition yaml Swagger for Table Links Secure Web Service This web service requires a CourseSales.com secure web services user. It should only be used in server-side applications.

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Integrate CourseCloud.co

Thursday, Jun 8, 2017 by Scott Spence Integration, CourseCloud.co, LMS

Coursecloud.co is an easy to use learning management system that can take e-commerce payment using paypal. However if you wish to use CourseSales.com you can set up an export for coursecloud that sends the enrolment information to coursecloud, which then sends an enrolment key to the student. You need to: Create an Export Map with the following settings. Name: Course Cloud Type: Course Cloud URL: https://[yourlicense].coursecloud.co/remote/endpoint/paymentkey.php (confirm this with coursecloud.

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List courses and accept enrolments on Wix

Wednesday, Mar 15, 2017 by Scott Spence Integration, Course List, Wix

Wix is a popular website editor tool, it includes a number of plugins for event management and social media integration. However you don’t need a special plugin to include your courses in a Wix site. You can use the HTML app and follow our instructions to include your public pages within the wix iframe. You should use a link such as this (replace <shortname> with your organisation’s shortname: https://<shortname>.coursesales.com/public/courses?h=1 You can also customise the look with CSS files and function with JS files.

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Embed the Course List on your site using an IFrame

Friday, Mar 3, 2017 by Scott Spence Course List, Integration

It is recommend that you considering using our WordPress plugin, the Easy embedded public pages list technique or link directly to the public pages instead. Embedded i-frames are tricky to manage, non-responsive, suffer from cross-domain limitations (payment methods like paypal don’t like being in i-frames) and designers wince when they might have to work with them. You can include i-frames in your website which are ‘windows’ on your web pages, usually with scroll bars with CourseSales.

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Integrate with Easy Integration (EI) pages on your website

Friday, Mar 3, 2017 by Scott Spence Public Pages, Integration

This is probably the easiest way to embed pages into your website. It does not require i-frames or advanced coding. It involves the following steps: Step 1 Copy this HTML on the web page that you want to display your courses between <head> and </head> (replace <shortname> with your organisation’s short name in the URL eg tiad.coursesales.com; tiad = <shortname> <script type="text/javascript" src="https://<shortname>.coursesales.com/co/<shortname>/easy.js"></script> Step 2 Then add this HTML where you want your full course list to be displayed:

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Add invoices automatically to Quickbooks Online

Thursday, Nov 10, 2016 by Scott Spence Invoice, Integration, Export Map, Export Queue

Quickbooks is a popular online accounting package. CourseSales.com offers a service that automatically creates Sales Receipts from your registration/document workflow. You can for example, automatically add a Sales Receipt when a customer has registered, or alternatively when a customer has paid online, eg via paypal, ezidebit or worldpay. There are many ways that you can arrange to receive payment: during the registration process, or from Quickbooks. Talk to us about how you wish to work and we will work out the best way to meet your needs.

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Integrate Geckoboard

Saturday, Oct 22, 2016 by Scott Spence Integration, Geckoboard

There are many ways to extract and use business information from CourseSales.com. The following shows you how to use Geckoboard to create dashboards that show you business critical information in a easy to view and understand way. The CourseSales.com integration uses datasets, this means that once set up you will have access to some of the most relevant and important data. Datasets updates a maximum of 500 data rows, but stores a maximum of 5000 rows - so that you will have plenty of past data to use if you wish to.

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Manage an upgrade of third party software

Saturday, Jul 23, 2016 by Scott Spence Integration, Test, Upgrade

CourseSales.com interfaces with a number of other third party systems, eg Moodle, just like CourseSales.com these systems get upgraded and might change they way they function. When you upgrade your software you need to co-ordinate this with us so that we can ensure your connection does not break and your customers experience the least amount of inconvenience as possible. We share some tips here to help this happen: Confirm in advance the version you will be moving to, be sure to be exact, ie if you re moving to Moodle version 3.

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Setup a Batch Processor Role and Login

Monday, May 9, 2016 by Scott Spence Automation, cron, Integration

Batch Processor is a user/role combination that has limited permissions to see only the export queue and status. This role/login is used to carry out batch automated events such as: USI validation Xero invoice creation Customised workflow validation Facebook event creation These can either be run on your own computer using Selenium Scripts that we can supply or you can request that we run and monitor them for you.

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Working with Agents who sell your courses

Sunday, Apr 10, 2016 by Scott Spence Agent, Integration, Web Services

Working with agents who sell your courses means giving the agent the option to sell your courses for a commission or other incentive. The business arrangements can be varied, you can offer courses as a discounted price, with the agent charging students the price they prefer. Within CourseSales.com you can have the following options: The agent can include your courses on their website The agent can take payment on your site via their own payment method

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Overview for Developers

Wednesday, Oct 21, 2015 by Scott Spence Integration, Environment, Testing

Developers often have limited time to get up to speed with the internal configuration or workings of CourseSales.com. They wish to spend time on integration not getting to know the whys and wherefores of how the training organisation is using the software. This will hopefully help designers and developers get and environment that they can work with during integration. This exerpt is addressed to developers, who we assume have been contracted/engaged to integrate CourseSales.

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Moodle Integration and Plugins

Wednesday, Oct 14, 2015 by Scott Spence Integration, Moodle, LMS

Moodle is an open source effort of many different developers. This means that while the expertise of many is leveraged in the development of the software it also means that changes can occur that while technically valid, even brilliant, might occur without clear documentation or notification. Changes to Moodle are therefore expected to break the plugins. For this reason we recommend that you constantly check CourseSales.com supports any updates that you are planning.

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Integration Options Overview

Tuesday, Oct 6, 2015 by Scott Spence Integration, WordPress, Web Service

There are many ways to integrate CourseSales.com into websites. The method you wish to use will depend on what you are already using, how you wish to integrate and what limitations such as technical ability you have. Examples of website integration that can take registrations: Example 1: https://cs.coursesales.com/co/cs/easy1 (fixed size website) Example 2: https://cs.coursesales.com/co/cs/easy2 (responsive to mobile devices) Wix site: https://scottspence.wixsite.com/tiad (using Wix iframes)

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Synchronise Users and Courses from Moodle to CourseSales.com

Thursday, May 14, 2015 by Scott Spence Moodle, Integration

Be sure to read our guidance about how to synchronize user and course data from CourseSales.com to Moodle. This is our recommended method of using Moodle, as then CourseSales.com can handle payments and other administrative duties such as Unique Student Identifier and AVETMISS reporting. However if you currently use Moodle to gather registrations it might be beneficial to continue using that method, and then have our plugins put each enrolement into CourseSales.

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When integrated third party applications how do I trigger a process step

Friday, Nov 14, 2014 by Scott Spence Integration, Process Step

If you would like a third party application to notify CourseSales.com of an action taken you can use our standard API call back function with a call to Status update using this REST format, or the SOAP equivalent: {"Status":{"StatusTableName":"Documents"},"DocumentExternalId":"DOCUMENTEXTERNALID","StatusStepId":STEPIDTOEXECUTE,"LoginUsername":"USER","LoginPassword":"PASSWORD"} Capitalization indicates which values need to be changed for the particular circumstance.

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Synchronise Users and Courses from CourseSales.com to Moodle

Tuesday, Sep 23, 2014 by Scott Spence Integration, Moodle

There are two ways you can set up CourseSales.com to interact with Moodle, by far the easiest is using the CourseSales.com Moodle Plugins, these give you control over the creation of courses, duplication of data etc. However you may wish to use Moodle export maps. CourseSales.com Moodle plugins CourseSales.com offer three Moodle plugins: Authentication (uses the username/password in CourseSales.com), Enrolment (receives registrations from CourseSales.com) and Local (where most settings are as well as managing completion).

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CourseSales.com Web Services - Course Date

Tuesday, Sep 24, 2013 by Mark Stoke Integration, Web Services, REST, Course Date

Swagger Definition Refer to the swagger file for a full definition yaml Swagger for Course Date Standard Web Service This web service requires a standard CourseSales.com web services user. It may be used in client or server-side applications. Call pattern Besides the login details as specified for SOAP and REST, this call requires you to request the specific Course Dates information you require. Requests are made through an array, and all requests are structured according to the same pattern:

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CourseSales.com Web Services - REST

Monday, Sep 23, 2013 by Mark Stoke Integration, Web Services, REST

Authentication Before you can consume REST services you must create a user: Log into CourseSales.com Select Setup on the top row of the Ribbon Select the large Logins icon A user with the username SoapSoap is usually created when a CourseSales.com account is first set up - see if you can find this user, and click the Edit icon. If there is no SoapSoap user then click New on the Ribbon to create a new user.

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