How to add client information to Zavanti via API

This guide provides instructions on how to send client information from Recordbase to Zavanti via API.
What's an API? API stands for "Application Programming Interface", put simply its a piece of technology that allows two programs to talk to each other. In this case the two programs are Recordbase and Zavanti.

Warning: If you are having trouble with this process, please do NOT enter a new Contact directly in Zavanti. Instead, contact Helen (Business Analyst), Prabhjot (Data Analyst), or David (Systems Specialist) for assistance.

The API sends the following information from Recordbase to Zavanti to ensure accuracy across our systems:

• Client name

• Gender

• Date of Birth

• Home phone, Work phone, Mobile phone

• SWN/MSD/WINZ No.

• NHI No.

• Recordbase client ID

• Recordbase Service Contract

• Social Housing Rating

• Assigned Housing Caseworker

• Ethnicity

• Emergency contacts

  Note: These fields will lock in Zavanti. If any updates are required, these need to happen in Recordbase.
  
  Note: Email address is NOT currently shared. You will need to enter this into Zavanti yourself once you complete she sharing process from Recordbase. Ensure we have permission to use the email as an address for service - if not, you can enter it into one of the secondary Email fields in their Contact in Zavanti.
   

1. Open the client's Recordbase file and navigate to their Dashboard.

2. Check their Zavanti Status says, 'Not Enrolled'.
   

3. On the lefthand menu, navigate to Shared Information.
   
   

4. In the top righthand corner, select Create new request.
   
   

5. On the next screen, Share with Zavanti, select Start sharing with Zavanti.
   
   
   

6. Navigate back to the client's dashboard. The Zavanti Status should now be 'Enrolled'.