Migrating data to InEvent

Migrating data from one platform to another can be a complex process, considering the difference of the platforms and the data structure. To ensure the data migration process runs smoothly, it is necessary to carefully plan and conduct the process. In this guide, we will guide you through the general steps to migrate data from a previous platform to the InEvent platform.

Data migration

In this section, you will find information on how you can export and import data to the InEvent platform, configuring integrations, as well as finalizing your data migration process.

Exporting data from your previous platform

First, it is necessary for you to collect and export data from your previous event platform. Different platforms may have different kinds of data and data structure, so ways of collecting and exporting data may also differ.

The InEvent FAQ provides the following guides on collecting and exporting data from different event platforms:

Importing data to InEvent

Once you have expored all necessary data, you can easily import data to the InEvent platform in bulk by utilizing spreadsheets. Spreadsheet imports are available for the following features:

You can also import and synchronize Attendees from Salesforce. For more information, refer to the Configuring integrations section.
You can also import and synchronize Lists from Salesforce and Marketo. For more information, refer to the Configuring integrations section.
Enabling the import feature

Before starting to process and import the data, it is important to ensure that the Import / Export tool is enabled on the platform. The Import / Export tool can be enabled from Event tools.

Once you have ensured that the Import / Export tool is enabled, you can proceed to adjust and import your data into the InEvent platform.

Adjusting the data

As different platforms can have different data structures, it is important for you to adjust all imported data before importing them to the InEvent platform.

InEvent provides downloadable demo spreadsheet files so you can easily adjust your existing data. You can follow InEvent FAQ's guide on using the demo file provided by InEvent.

Once you have made adjustments to your spreadsheets, you can proceed to start importing them to the InEvent platform.

Importing data

After adjusting your data, it is easy to import your data to the InEvent platform using the Import / Export tool.

You can follow InEvent FAQ's general guide on importing and exporting spreadsheets.

InEvent also offers the API documentation for developers and advanced users. For more information, refer to our article on accessing the API documentation.

Configuring integrations

Once you have finished importing your spreadsheets to the InEvent platform, you can also proceed to integrate a variety of useful analytics, CRM, and payment services to your event. You can also restore and synchronize your existing data in these services to the InEvent platform after configuring them.

You can follow InEvent FAQ's in-depth guides on configuring the following integrations to your event:

Finalization

Once you have finished importing and configuring your event, you can finalize your migration journey by ensuring all data is imported and integrated correctly in the InEvent platform.

Following the data migration process, you can continue following our guide on setting up your events. This guide walks you through the complete process of:

  • creating an event and add information on the Details page,
  • adding Sponsors, Speakers, and Content,
  • creating Activities and choose the settings for the Virtual Lobby,
  • learning more about Customization, Communication, and Registration features,
  • adding Attendees, Invitees, and Leads, and
  • learning about the interactions with attendees and conducting dry runs.


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