How to integrate Community Box (member directory)

If you would like to have a member directory that dynamically updates whenever you gain/lose members via MemberSpace, Community Box is a great tool for that.

You choose what information from your members' profiles is shown in the directory (e.g. image, name, email, any custom signup fields like social media handle or location, etc).

Your Community Box directory can be embedded onto your site (e.g. within a Member Page) so your members never have to leave your website.

MemberSpace has a simple integration with Community Box. Just follow the steps below to set up your member directory!

  1. Sign up for Community Box
  2. Log into your MemberSpace account > click on Customize > Integrations > Community Box > then click Connect Community Box:

    From there, you'll be taken to your Community Box dashboard. 

  3. If you already have a Directory set up, you can skip to Step 5.

    If you don't, you'll see a menu on the left side of the screen once you've been connected to Community Box.

    Click Directories on the left > then click Add new at the top, right.

  4. Fill in your Directory Name > choose a Box Template > then click Add:

    You should then see a popup that says 'Directory added successfully' > click Ok.

  5. Refresh your browser, and you will see the new directory added. You can then click Manage directory which will take you to the Look & Feel section, where you can edit colors, location, tags, etc. But let's skip that for now (you can come back later). Next, click Integrations in the navigation > then click MemberSpace:

    Once you click MemberSpace, you'll see an Activate button appear. Click this button.

  6. The next screen will prompt you to choose which MemberSpace-connected website of yours you'd like to give access to. Once you've selected a website, click Allow Access:

  7. After, you will be taken to a screen to choose which Member Plans you'd like to add to your box, as well as fields to map between MemberSpace and Community Box.

    You'll see a list of Community Box fields on the left, and the dropdown menu on the right is a list of all your MemberSpace fields: first name, last name, email, and any additional signup fields you may have added.

    You will want to go through and match up this information. Any fields you don't want to display on your directory, just leave the dropdown as 'Choose...'.

    Below is an example of how we did it:

  8. Once you have chosen which MemberSpace plans you'd like to import from and have mapped your fields, make sure active is toggled on, and click Sync now:

  9. When the accounts have finished synchronizing, you will see a list of all of your members. To edit these members, you can click the box to the left of each name, and choose Edit Entry at the top of that screen.
  10. You'll now be able to configure another important Community Box feature — allowing members to edit their own profile entries in your directory.

    You should see this option within Community Box > Integrations > MemberSpace:

  11. Click back on Look & Feel > then click the Preview & Embed page link in the text:

  12. Once you click the 'Site embed' link in the image above, follow one of their help articles depending on your website platform.
  13. Your member directory should now display on your page!

Community Box pulls data from MemberSpace, not the other way around. So any edits your members make within the Community Box interface will NOT be reflected back in their MemberSpace accounts. You may want to consider not allowing edits within Community Box and, instead, directing members to make any profile changes via their MemberSpace Account on your website.

When a member makes an update to their account or a new member joins, this information will be automatically synced to Community Box in up to 4 hours. You do also have the ability to manually force that sync immediately from the Community Box admin dashboard. 

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