How the i4a Association Management Platform Works

The i4a platform is the single system behind i4a association management software and membership management software. Every i4a module, from membership and events to email, payments and the member portal, reads and writes the same member database. This page explains how the platform is built, where your data lives, how it's protected and how it connects to your other systems.

The i4a platform at a glance

AreaHow i4a works
ArchitectureOne member database shared by every module; no sync between separate tools
Your databaseEach client's data is kept in its own separate database; no client shares a database with another
HostingServers in the United States, in a Tier III colocation facility
EncryptionAll traffic encrypted in transit with TLS (256-bit SSL)
BackupsMembership, registration, financial and page data every four hours; uploaded files daily; stored separately from production
Availability99.9% uptime commitment
Paymentsi4a doesn't store card numbers; card data is handled by 8am AffiniPay, a PCI DSS Level 1 certified processor
Staff accessIndividual staff accounts with full or restricted access; every staff login recorded
Member passwordsStored with bcrypt hashing; never stored or sent in plain text
Single sign-onOAuth 2.0 and OpenID Connect
APIREST API with per-session keys that expire after four hours; enabled by an i4a administrator
WordPressi4a WordPress plugin for single sign-on with your WordPress site
IntegrationsMore than 25 integration partners
Your dataExport any time; on leaving, a complete export and deletion on request
Compliance documentsi4a doesn't currently hold a SOC 2 report; i4a completes security questionnaires on request
ImplementationTypically 60 to 90 days

One database behind every module

When a member renews, registers for an event or updates a profile, every part of i4a sees the change at once, because there's only one record. i4a doesn't sync data between separate products.

ModuleWhat it reads and writes on the member recordDetails
Membership and duesMembership type, status, renewal date, dues ratesMembership features
EventsRegistrations, member pricing, attendanceEvent management
Member portalProfile, renewals, registrations, historyPortal features
DirectoryPublic or members-only listings from member dataDirectory features
EmailSegments from any member fieldEmail marketing
Payments and accountingEvery transaction, coded to your GL accountsPayment features
Abstracts and submissions (add-on)Submissions linked to the memberSubmissions Manager
i4AI Studio (add-on)AI assistants for writing, images and data, inside i4ai4AI Studio

How i4a connects to your other systems

  • Single sign-on: i4a supports OAuth 2.0 and OpenID Connect, so members sign in once and move between your website, learning management system, community platform and other connected services.
  • REST API: i4a provides REST API access for third-party tools and custom applications. API sessions use authentication keys that expire after four hours, and API access is enabled by an i4a administrator.
  • WordPress: the i4a WordPress plugin lets members sign in through your WordPress site while their data stays in i4a.
  • Accounting: i4a exports transactions in a format compatible with Transaction Pro Importer for QuickBooks, and posts each day's transactions to NetSuite as balanced journal entries through a one-way sync i4a maintains.
  • Partners: i4a has more than 25 integration partners, including 8am AffiniPay, NetSuite, Higher Logic, Cadmium, Swoogo and TalentLMS.

Explore all integrations

Security, hosting and reliability

Hosting and infrastructure

  • i4a is hosted on servers in the United States, in a Tier III colocation facility with 24/7 guarded access, badge and biometric entry, mantrap entry controls and locked server racks.
  • Each client's data is kept in its own separate database.
  • Database servers have no public IP addresses and are reachable only from i4a's own web servers.
  • Traffic from high-risk countries is blocked at the network edge.

Backups and availability

  • Membership, registration, financial and page content data are backed up every four hours; uploaded files such as PDFs are backed up daily.
  • Backups are kept on separate storage from the production servers.
  • Servers run on solid-state storage behind redundant firewalls, with dual internet connections, battery backup, generator power and remote monitoring.
  • Because every server is virtualized, a lost physical machine can be restored to new hardware within hours.
  • i4a maintains a 99.9% uptime commitment.

Access and passwords

  • Staff sign in with individual accounts; administrators set each staff user to full or restricted access.
  • Every staff login is recorded, and the login history is available from i4a on request.
  • Member passwords are stored with bcrypt hashing.

Payments

  • i4a doesn't store credit card numbers. Card data is handled by 8am AffiniPay, a PCI DSS Level 1 certified payment processor, and never touches i4a servers.

Your data

  • You can export your association's data at any time. If you leave i4a, i4a provides a complete export and deletes your data on request.
  • i4a shares data only with the service providers needed to run the platform, such as the payment processor, and only for that purpose.
  • i4a doesn't currently hold a SOC 2 report. i4a completes security questionnaires and discusses its practices with your IT or compliance staff on request.

Full details are on i4a's security page.

How implementation works

StepWhat happensWho does it
1. DiscoverySetup advice based on your workflows and membership structurei4a with your team
2. Data importMembers and contacts, membership levels and renewal dates imported from a spreadsheet export with i4a's contact import wizardYour team, guided by i4a
3. ConfigurationMembership types, emails and branding set up in the admin toolsYour team, with i4a
4. Training and launchStaff training and support through go-livei4a
  • A typical implementation takes 60 to 90 days.
  • The one-time $1,500 setup fee includes 15 hours of onboarding and support for your data import.
  • i4a doesn't bring over financial history, such as past transactions or dues payments. Simple history, such as committee service or past event registrations, can be brought across for a fee outside the setup fee, estimated up front after i4a sees your export.

How support works

i4a
TeamU.S.-based, average tenure 19 years; one team for every module
Rating4.85 out of 5 from clients, across more than 1,000 surveys since 2012
IncludedBasic Support by ticket, up to 2 hours a month, on every plan
Phone and ZoomPremium Support, $150 a month

Where the i4a platform is used

Professional associations Trade associations Medical associations Education organizations Nonprofits Association management companies, which run several client associations, each in its own database.

Technical questions about the i4a platform

Where is i4a data stored?

On servers in the United States, in a Tier III colocation facility. Each client's data is in its own separate database.

Is i4a data encrypted?

Yes, in transit, using TLS (256-bit SSL). For encryption at rest, ask i4a about your specific hosting configuration.

How often is i4a data backed up?

Membership, registration, financial and page content data every four hours; uploaded files daily. Backups are stored separately from the production servers.

Does i4a support single sign-on?

Yes. i4a supports OAuth 2.0 and OpenID Connect, and the i4a WordPress plugin provides single sign-on with WordPress sites.

Does i4a have an API?

Yes. i4a provides a REST API with per-session keys that expire after four hours; API access is enabled by an i4a administrator.

Does i4a store credit card numbers?

No. Card data is handled by 8am AffiniPay, a PCI DSS Level 1 certified payment processor, and never touches i4a servers.

Does i4a have a SOC 2 report?

Not currently. i4a completes security questionnaires and discusses its practices with your IT or compliance staff on request.

Can we get our data out?

Yes, at any time. If you leave i4a, i4a provides a complete export and deletes your data on request.

Can i4a import our transaction history?

No. Members, contacts, membership levels and renewal dates are imported. Financial history isn't brought over; simple history, such as committee service or past event registrations, can be, for a fee estimated up front.

See how it works with your data

Bring your current systems list and your IT questions to a demo.