Managing large datasets from external integrations can often lead to cluttered event platforms. This feature introduces a self-service, visual filter builder within Swapcard Studio, allowing you to set specific rules for your data syncs.
By applying these advanced filters, you ensure that only relevant records, such as confirmed VIPs or specific session tracks, are imported. This reduces manual data cleanup and gives you total transparency over your integration logic without needing technical support.
The filtering system offers a robust set of tools designed for both simplicity and advanced technical needs.
Visual Filter Builder: Create complex conditions with an intuitive interface.
Multi-Level Nesting: Combine multiple conditions using AND/OR logic.
Extended Object Support: Now available for People, Exhibitors, and Sessions.
Rich Operator Set: Use IS, IS NOT, CONTAINS, DOES NOT CONTAIN, LESS THAN, and GREATER THAN.
Visual Filter Indicators: Easily identify which objects have active filters.
Seamless Migration: Existing backend filters are now visible and editable in Studio
How do I create and group filters?
Setting up your filters involves accessing the mapping section and defining your specific criteria.
Access Integration Mappings
Click Event Builder and then click Integrations.
Locate the specific object you want to filter (People, Exhibitors, or Sessions)
Click the Filter icon next to that object.
Build your filter conditions
Add individual conditions by selecting the appropriate field and operator:
IS: Exact match.
IS NOT: Exclude exact match.
CONTAINS: Partial match.
DOES NOT CONTAIN: Exclude partial match.
LESS THAN / GREATER THAN: Numeric comparison.
Group conditions for advanced logic
For more complex scenarios, you can create condition groups. Combine these groups using AND/OR operators and nest them within parent groups to create highly specific data segments.
How does the filtering logic work?
Understanding how the system processes your rules is key to maintaining data integrity during a sync.
Import Logic: Data is imported only when all filter conditions are met.
Sync Application: Filters take effect during the next sync for both new and existing integrations.
Real-time Updates: Changes to filters are applied during the subsequent sync cycle.
Data Exclusion: Data that no longer meets filter criteria will not be imported in subsequent syncs.
What are some common use cases?
Scenario 1: Filtering VIP Attendees
Import People WHERE: Registration Type IS "VIP" AND Status IS "Confirmed." Only people matching both conditions will be imported.
Scenario 2: Selective Exhibitor Import
Import Exhibitors WHERE: (Booth Size GREATER THAN 20 OR Sponsorship Level CONTAINS "Premium") AND Payment Status IS "Paid."
Scenario 3: Session Filtering
Import Sessions WHERE: Track IS NOT "Internal" AND (Duration GREATER THAN 30 OR Session Type IS "Keynote").
How do I identify active filters visually?
The interface includes visual cues so you can manage your integrations at a glance.
Filter Icon: This icon appears next to each object in the mapping configuration.
Red Dot Badge: A red dot displays on the icon when one or more filters are active.
Quick Identification: These indicators allow you to easily spot which objects have custom filtering applied without opening every menu.
How were existing backend filters migrated?
If you had filters configured by technical support prior to January 2026, they have been automatically moved to the frontend.
These filters are now visible in Studio, allowing you to see and edit them directly. While no action is required, as they continue to work exactly as before, you now have full control to modify or remove them without needing backend support.
Who benefits from this feature?
Event Organizers: Gain control over data, reduce manual cleanup, and enjoy full visibility into filtering logic.
Technical Teams: Experience less dependency on backend configuration and faster iteration on requirements.
Integration Administrators: Benefit from a clear audit trail and streamlined management across all objects.
How do I get started?
Follow these steps to configure your first filter:
Click Event Builder and then click Integrations.
Select your connected integration (e.g., Salesforce, HubSpot).
Click the Mapping tab.
Click the Filter icon next to People, Exhibitors, or Sessions.
Build your filters and click Save.
Your changes will take effect during the next scheduled sync.
Advanced import filters are vital for ensuring that your event platform remains a "source of truth" containing only necessary, high-quality data. By moving these tools into Studio, we empower you to manage your integration logic independently and transparently.