Zoom Meeting Integration

re:Members AMS offers an integration with Zoom Meetings, allowing registrants of a Zoom meeting to also show as registered for the meeting in re:Members AMS, and vice versa.

Note: The host creating the Zoom meeting must be a licensed user for the integrated Zoom account.

Enabling the Zoom Meeting Integration in re:Members AMS

  1. Navigate to the Configuration app > Integrations.

  2. Locate the Zoom Meeting panel and click Contact re:Members AMS. This will send an automated email requesting assistance and a member of the support team will reach out to you.

  3. Once the integration is added, navigate back to the Configuration app > Integrations. The Zoom Meeting panel will now be among the "In your workspace" section. Click Manage.

    An image of the Zoom Meeting Integration.

  4. In the Manage Integration: Zoom Meeting window:

    1. Enter the Zoom Client ID.

    2. Enter the Client Secret.

    3. Enter the Token.

      An image of the the window that appears when you click to Manage the Zoom Meeting.

    4. Click Save.

In the Manage Integration: Zoom Meeting panel, the Save & Test option also appears. This allows users to test whether the integration was configured correctly. Clicking the new View Logs button expands a table showing instances when data was passed between re:Members AMS and the Zoom Integration.

Note: For more information on configuring the Zoom App, including accessing the client ID and client secret, see the help topic:  Zoom Integration Configuration.

Configuring the re:Members AMS/Zoom Integration

Note: These steps must be completed by a licensed user of the integrated Zoom account.

  1. In the Zoom application, create a new Zoom meeting or edit an existing meeting.

    An image of the Zoom Meeting setting "Allow participants to join anytime".

    Note: The Zoom Meeting must be configured to Allow participants to join anytime.

  2. On the meeting page, locate the Meeting ID.

    An image of the Zoom Meeting page, highlighting the Meeting ID.

  3. In re:Members AMS, open the corresponding Event Record.

    1. Navigate to the Details tab > Additional Info menu option.

    2. Under Webinar Provider, select Zoom Meeting.

    3. In the Zoom Meeting ID field, enter the meeting ID obtained in step 2, above.

      An image of the Event Record, highlighting the Webinar Provider and Zoom Meeting ID.

    4. Click Save.

When a registrant registers for a meeting in re:Members AMS, that registration is also pushed to Zoom, and vice versa. Both re:Members AMS and Zoom send out a registration email.

Once the event is complete, if the re:Members AMS event is updated to mark as attended, all registrants in Zoom will be marked as attended in re:Members AMS as well. Cancellation and substitution are also supported, meaning that if a registrant is canceled or substituted in re:Members AMS, this data is also pushed to Zoom and is updated there as well, with no need to manually update their registration in Zoom.