Integration with Cvent
It is now possible to integrate InEvent with your Cvent account. You can easily import Attendees and Invitees using standard and custom fields. Keep reading this article to learn how this can happen in a very simple way.
How do I enable this feature?
To enable this feature, go to Settings > Tools > scroll down until you see the Registration section. Then, press Edit, and make sure the Cvent checkbox is checked. Press End to save the changes.
If instead of seeing a checkbox, you see Click, you will need to enable this feature at the company tools.
To do so, go to the company level, and click Account > Tools in the menu on the left-hand side. Then, scroll down until you see the Registration section, press Edit, and make sure the Cvent checkbox is checked. Press End to save the changes.
If you went to the company tools and instead of seeing the checkbox, you still saw Purchase, this means that this feature is not included in the plan you have purchased. Click here to check which features are included in each plan.
How do I integrate the Cvent platform with InEvent?
Now that Cvent is enabled at the tools section, click on the left menu Integrations > Cvent.
There are dedicated fields for you to enter:
- Client ID
- Client secret
Press Link account and that's it!
Once the integration is done at the company level, you can select the event you wish to import the information and go to Settings > Integrations > Cvent:
You will see on the left menu Cvent Settings:
Settings - Event
At the Event tab, click on Edit and select from the dropdown menu the Cvent event to connect:
Once selected press Connect.
You will now see two options that can be enabled/disabled by selecting the checkbox:
- Sync Cvent registrations to InEvent: It will sync data from participants that are confirmed as attendees and also people who has not confirmed their presence as invitees.
- Cvent Confirmation number as InEvent password by default: The Cvent platform requires a confirmation number from their participants, by default this will later be synched to InEvent as the users' password.
To illustrate how the integration works, let's start with the image below showing two fields that were part of the Cvent registration form:
- Cost Centre within your Legal Entity
- Email of your Finance Controller
Now, going back to Settings > Integrations > Cvent > Fields, you just need to select from the drop down menu the corresponding fields as displayed below:
That's it! Once you go to People > Attendees or People > Invitees, you'll see those fields completed with the participants information pulled from the Cvent integration!