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WINDA integration guide

Overview

The WINDA (Wind Industry Network Database) integration automatically synchronizes training certificates and qualifications from the WINDA database directly into your Shoreline personnel records. This eliminates manual data entry and ensures your team’s certifications are always up-to-date.

What is WINDA?

WINDA is the global wind industry’s database for training records and safety qualifications. It’s maintained by the Global Wind Organisation (GWO) and stores certification records for wind industry professionals worldwide.

How the Integration Works

The Shoreline WINDA integration:

  • Connects to the WINDA API using your organization credentials

  • Synchronizes training certificates for personnel who have a WINDA Delegate ID

  • Updates certificate expiration dates automatically

  • Runs daily at midnight (server time) to keep records current

  • Supports both production and test WINDA environments

Setup Guide

Prerequisites

Before setting up the WINDA integration, you need:

  1. WINDA Organization ID (referred to as “Company ID” in Shoreline)

  2. WINDA Username (email address registered with WINDA)

  3. WINDA Password for API access

  4. Delegate IDs for each personnel member you want to sync

Step 1: Configure WINDA Settings

  1. Navigate to Company Settings → Integrations

  2. Locate the WINDA section

  3. Fill in the required fields:

Field Descriptions:

  • Company ID: Your WINDA Organization ID (not your Shoreline company ID)

  • Username: The email address associated with your WINDA API account

  • Password: Your WINDA API password (encrypted and stored securely)

Advanced Settings (Super Admin Only)

  • Use Test Server: Toggle to connect to WINDA’s test environment instead of production

Step 2: Test the Connection

Before saving your settings:

  1. Click the “Test Connection” button

  2. Wait for the validation to complete

  3. Look for one of these messages:

✅ Success: “Connection successful” — Your credentials are valid
❌ Failure: Error message explaining the issue (invalid credentials, network error, etc.)

Common Test Issues:

  • Invalid credentials → Verify your WINDA username and password

  • Organization not found → Check your Company ID (Organization ID)

  • Network error → Check your internet connection

Step 3: Save Settings

Once the connection test succeeds:

  1. The form will show unsaved changes

  2. Click “Save” to persist your WINDA settings

  3. Your settings are now saved and encrypted

Step 4: Add Delegate IDs to Personnel

For the integration to sync certificates, each person must have a WINDA Delegate ID:

  1. Go to Personnel → Select a person

  2. Navigate to their profile

  3. Locate the Delegate ID field

  4. Enter their WINDA Delegate ID (e.g., JS046681NO)

  5. Save the personnel record

Finding Delegate IDs:

  • Delegate IDs are provided by WINDA

  • Format: Usually 2–3 letters + 6 digits + 2 letters (e.g., JS046681NO)

  • Personnel can find their Delegate ID in their WINDA profile

Synchronization

Automatic Daily Sync

The WINDA integration runs automatically every day at midnight (00:00 server time):

  • Checks all companies with WINDA enabled

  • Fetches certificates for personnel with Delegate IDs

  • Updates certificate records in Shoreline

  • Logs sync results for troubleshooting

Manual Sync

To trigger an immediate synchronization:

  1. Go to Company Settings → Integrations → WINDA

  2. Click the “Sync Now” button

  3. Wait for the sync to complete

  4. Check the notification for success/failure

When to use Manual Sync:

  • After adding new personnel with Delegate IDs

  • After someone completes new training

  • To verify changes immediately

How Certificates are Synchronized

Matching Logic

The integration matches WINDA training records to Shoreline skills using WINDA Skill Codes:

  1. Skills Configuration: Each skill in Shoreline can have one or more WINDA skill codes configured

  2. Course Code Matching: When WINDA returns a certificate with course code FA, it matches any Shoreline skill configured with the FA code

  3. Multiple Skills: A single WINDA course can update multiple skills if they share the same code

Certificate Update Rules

Rule 1: Update Existing Certificates

  • If a certificate already exists for the skill:

    • Updates the startDate and endDate if the WINDA record is newer

    • Sets the source to WINDA

    • Adds/updates the detailed WINDA record information

Rule 2: Create New Certificates

  • If no certificate exists for the skill:

    • Creates a new certificate entry

    • Sets dates from WINDA data

    • Marks the source as WINDA

Rule 3: Remove Orphaned Certificates

  • If a WINDA-sourced certificate no longer appears in WINDA:

    • Removes the certificate from the person’s profile

    • Logs the removal for audit purposes

Rule 4: Never Overwrite Manual Entries

  • Preserves certificates added manually by users

  • Only modifies certificates marked with source WINDA

Certificate Data Stored

For each WINDA certificate, Shoreline stores:

  • Skill: Reference to the Shoreline skill

  • Start Date: When the certificate becomes valid

  • End Date: When the certificate expires

  • Source: Marked as “WINDA”

  • Synced At: Timestamp of last synchronization

  • Course Details: Title, code, country, training provider, completion date, status

Monitoring & Troubleshooting

Error Messages

The integration displays error messages when sync fails.

Common Errors:

  • Invalid credentials — Cause: Username/password incorrect. Solution: Re-enter WINDA credentials.

  • Organization not found — Cause: Incorrect Organization ID. Solution: Verify Company ID field.

  • Delegate ID not found — Cause: Person’s Delegate ID invalid. Solution: Check Delegate ID spelling.

  • Network timeout — Cause: Connection issue. Solution: Try manual sync later.

  • Token expired — Cause: Authentication token needs refresh. Solution: Automatic; no action needed.

Error Message Display

If an error occurs during automatic sync:

  • An error message appears in the WINDA settings section

  • The sync is skipped for that company on subsequent runs

  • Fix the error and save settings to clear the error state

Viewing Sync Status

For Personnel Records:

  • Open a person’s profile

  • Navigate to the Certificates tab

  • Look for certificates with source: WINDA

  • Check the syncedAt timestamp for last update

For Administrators:

  • Check the WINDA settings section for error messages

  • Review sync logs in