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Can I import the information directly from my registration system?

REGISTRATION SITE INTEGRATION

etouches, a2z, and Salesforce are just a few of the systems for which we have built integrations in the Content Manager. This means that you can enter your credentials from that system into the Content Manager and sync the data with your app at EventMobi so you don't have to enter it.

1. From the Content Manager, go into the module you want to populate and click Import
2. Select the [Module Name] Details tab.
3. From the Source dropdown, select the system you're using. If you don't see your registration system in the Source drop-down, we haven't built an integration for it.
4. Enter any keys and credentials requested on the subsequent screen. If you don't know them, you can contact your representative at the registration site to get that information.

ETOUCHES

etouches can be used to populate the following modules and fields:

Agenda: Topic, Description, Date, Start Time, End Time, Linked Speakers, and personal schedules.
Speakers: Name, Title, Bio, and Company Name.
Attendees: Name, Title, Company, and Email.

To begin, you will need the following information from etouches:
Key
Account ID
Event ID
Categories (if any)

If you plan to link speakers to your sessions using etouches, you will need to sync the Agenda module separately and first, then Speakers.

 

SALESFORCE

Salesforce can be used to populate the following sections and fields:

Agenda Sessions: ID, Topic, Description, Date, Start Time, and End Time, Location, Linked Speakers, and Tracks.
Agenda Tracks: ID and Name.

Companies: ID, Name, Booth, Description, Email, Website, Twitter, Facebook, and Category
Company Category: ID and Name.

Speakers: Name, Title, Bio, and Company Name.

To begin, you will need the following information from Salesforce:
Username
Password
Event Name
Security Token

If you plan to link speakers to your sessions using Salesforce, you will need to sync the Speakers module separately and first so that our Content Manager will know what to link to the sessions.

 

SHOWCARE

If you use Showcare Event Solutions for your data management, you can ask them to synch the data with our systems in order to populate the content of your app. Showcare can be used to populate the following sections and fields:

Speakers: Name, Title, Company, and Email.
Agenda: Topic, Description, Date, Start Time, End Time, Linked Speakers, and personal schedules.
Attendees: Name, Title, Company, Email, About, and Phone.
Companies: Name, Booth Location, Phone, Email, Website, Twitter, LinkedIn, and Facebook.

 

CVENT

If you use CVent for your data management, you can pay them to allow you to sync with our Content Manager so you don't have to enter the data they collected yourself. How successful this will be depends on how you've set up your registration; Cvent provides a number of fields by default and they sync up with ours in the following way:

Attendees
FirstName + LastName: Name
Title: Title
Company: Company Name
EmailAddress: Email

Only invitees who have accepted (and have not cancelled) will be included in the sync. Guests and custom fields are not included.

Agenda is taken from Cvent's ProductDetails within the Event that have the "Session" ProductType
ProductName: Topic
ProductDescription: Description
StartTime and EndTime: Start Time and End Time, respectively

If an accepted invitee within Cvent has a "Session" ProductType within their OrderDetails and a matching session is found within our Content Manager, it can be used to create a personal schedule for that attendee on the app. 

For additional details on syncing your Cvent data to EventMobi, please click here

 

IF YOUR SYSTEM ISN'T LISTED

If you are using a registration system of your own, we are happy to provide you with access to our API so you can build your own integration. Just contact Support to request the API details and we'd be happy to send them over.

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