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ExpoGenie Integration Setup for Novi, Quickbooks, QB Payments

ExpoGenie > Novi SSO Setup

Video Walkthrough: https://share.cleanshot.com/qL4hmDpL

Step 1: Add SSO Client

  1. Login into the client’s Novi account
  1. Navigate to Settings Advanced > SSO Clients
  1. Click Add SSO Client, then:

For the fields below, add: 

  • Name: “ExpoGenie Login”
  • Valid Redirect URLs: 
  • https://<portalname>.expo-genie.com/<youreventname>/novi-sso-authentication (example ⇒ https://njaa.expo-genie.com/26/novi-sso-authentication)
  • Click Save & Close
  1. Copy the Client Id and Secret Key from the new SSO client…
  1. And add them in ExpoGenie on the Novi Integrations page: 

Step 2: Add API Key 

  1. Go back to Novi > Settings > Advanced > API Keys
  1. Click “Add API Key” and fill out the below fields: 
  • Name: ExpoGenie API Key
  • Integration Type: WordPress
  • Click “Save & Close” 
  1. Copy the API Key and paste back in ExpoGenie below: 

Step 3: Complete Remaining Novi API Credential Fields

  1. Complete the rest of the Novi API credential fields as per below, then click “Save” 
  • Novi Base URL: The Novi page URL (example)
  • Novi Event Name: Name of the exact Event in Novi (example)

Step 4: Map ExpoGenie to Novi Fields

  1. Map all the ExpoGenie fields to the Novi fields below: 

Step 5:  Connect to Quickbooks

  1. Instruct client who has QBO access to login to ExpoGenie and click “Connect” on the Novi integrations page

*Important: Confirm client is logging in to the same QBO company name as associated with their Novi account

  1. Once successfully connected, click on the “Fetch Novi & QBO Items” to confirm it has been properly connected, which should like like the below:

Step 6:  Connect to Quickbooks Payments

  1. Instruct client who has QBO access to login to ExpoGenie, navigate to Payment Gateways > QBO Payments > Click “Settings”
  1. Instruct them to scroll to the bottom of page, and click the big green “Connect to Quickbooks” button
  1. Once connected, update the following fields on this same page (not the client): 

Complete: After the last step, the integration is complete and ready for testing.