This page contains the setup guide and reference information for the ClearVantage AMS by Euclid integration.

ClearVantage is an association management system (AMS) by Euclid Technology, used by professional associations and trade organizations to manage memberships, events, and event registrations.

Your ClearVantage event has been successfully linked with your Swapcard event.

You have the flexibility to adjust your integration settings according to the specific data requirements. It's crucial to highlight that the synchronization will only begin when you manually start the integration process and finish the necessary mapping.

The Base URL must be an origin only — it must use https:// and must not include a path, query string or fragment. For example, https://member.your-organization.org is valid, while https://member.your-organization.org/cvapi is not. The integration adds the /cvapi path itself.

The list of events is retrieved from the GET /cvapi/eventlistall endpoint, which returns your organization's events for the current year. Events missing an event code, a title, or a start or end date and time are not listed. When you confirm your choice, the integration checks that the event exists through the GET /cvapi/eventinfo/{eventcd} endpoint, where eventcd is the code of the selected event.

The ClearVantage integration supports the following sync modes:

The ClearVantage integration does not support incremental sync. All registrants and functions are fetched on every sync run.

This integration supports the following ClearVantage streams:

The two streams can be enabled independently. When both are enabled, Functions are synced first so that attendees can be linked to the sessions they registered for. Attendees are linked to sessions only when both streams are enabled.

The ClearVantage integration does NOT capture deletions for records. When a record is deleted on ClearVantage, it needs to be MANUALLY deleted on Swapcard accordingly.

The integration uses the following ClearVantage identifiers as primary identifiers:

These linked records are stored within the Client Id field on the People and Session records on the Swapcard side.

When both the Attendees and Functions streams are enabled, attendees are additionally linked to the functions they registered for, so their personal agenda in Swapcard reflects their ClearVantage registrations. If only one of the two streams is enabled, no session registrations are created.

This linking runs during the Attendees sync, after the Functions sync. For each ClearVantage function that exists as a session in Swapcard, the registered attendees are retrieved from the GET /cvapi/functionAttendees/{eventcd}/{functioncd} endpoint, where functioncd is the function's FUNCTIONCD, and matched to Swapcard people by CUSTOMERCD.

Existing session registrations are never removed by the integration.

Default Swapcard mappings:

Default Swapcard mappings:

Start Date Time and End Date Time are not stored as single fields in ClearVantage. The integration builds them by combining the separate start date and start time fields (and the corresponding end fields) returned by the API.

ClearVantage functions are used for more than scheduled sessions which might have no dates or times.

Functions are only imported as Swapcard sessions when they have a complete start and end — both a date and a time for each. Functions missing any of these are skipped, because a Swapcard session cannot be created without a start and end.

The ClearVantage API returns dates and times without any time zone information. The integration imports them exactly as they appear in ClearVantage, without conversion. Ensure the times configured in ClearVantage are the times you want displayed to attendees.

Please be aware that any enhancements to this integration, which encompass any requirements not covered by the existing integration state, will be subject to custom development processes and associated costs.