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How to import/export your Swapcard data with Zapier

Zapier

Zapier is a no-code solution, an external tool that connects two apps together. It's compatible with many common tools, but it's recommended to first check on their website to see if the connection with your app is possible.

Below are some tips for connecting Swapcard with another app (when compatible). If you have further questions, please contact the Zapier support team.

  • A trigger is an event that starts a Zap. For example, if you want to send a text message each time you receive an email, the trigger is 'new email in inbox'. Learn more about using triggers in Zaps.

  • A Zap is an automated workflow that connects your apps and services together. Each Zap consists of a trigger and one or more actions. When you turn your Zap on, it will run the action steps every time the trigger event occurs.

  • An action is an event a Zap performs after it is triggered. For example, if you want to send a text message each time you receive an email, the action is 'send a text message'. Learn more about using actions in Zaps.

  • A task is an action your Zap successfully completes. For example, if your Zap has an action to create new Google Contacts, each contact that is created will count as one task. Learn more about tasks in Zapier.

What Zapier is not meant for

  • Zapier counts a task each time an action is executed. For example, if your trigger is "people added to Swapcard", Zapier will count you a credit for each people/attendee added. The free plan allows 5 zaps and 100 tasks per month. Learn more on the Zapier pricing here.

  • Zapier may not be the ideal choice for importing session analytics and behavior data due to its limitations. While it is technically possible, the high volume of data involved can quickly consume your Zapier credits.


To import data into Swapcard

Step 1: Authenticate Email by Zapier and Swapcard.

Step 2: Pick one of the apps as a trigger, which will kick off your automation.

Action

Description

Add a Person as Attending a Session

Add a person as attending a session (session bookmarked in their profile)

Add or Remove a Badge to a Person

Add or remove a badge to a person.

Add or Remove a Person as Exhibitors Member

Add or remove a person as exhibitors member.

Create Exhibitor

Create a new exhibitor.

Create Person

Creates a new person.

Update Person

Update a person.

Update Person Groups

Update a person's group.

Find a Person

Find for a person by a specific field. Optionally, create a person if none are found.

Search Planning by Id

Find a session by id.

💡 To import people, we recommend selecting "Find or Create a Person" as the emails are stored at the community level. If a person has already registered with an email in another event, the action to trigger is "Update a Person" (the second step in the zap).

Step 3 :Choose a resulting action from the other app.

Connect the second app. You will have to generate an API key from your Swapcard organizer account.

Define the mapping in the action section:

Step 4: Select the data you want to send from one app to the other.

Please note that in Swapcard:

  • The email is unique per user

  • The clientID is the id coming from your external tool and it should be unique per user and community

  • Create your groups in advance so you can assign the right one on the mapping page

  • Photourl is the profile picture (it should be a direct url, no Google Drive)

  • JobTitle is the job title field

  • Organization is the company field

  • Barcode will be used for the badge qr code

  • IsVisible should be true so the attendees appear on the attendee's list

  • IsUser should be true so the attendees can access their event by logging in

  • Custom fields is a section showing all your custom fields

To export data

To export data you have different triggers possible:

Note that exporting data can be highly tasks consuming.

Trigger

Description

New Activity

Triggers when a new activity occurs in the last 24 hours.

New Event

Triggers when a new event is created.

New Exhibitor

Triggers when a new exhibitors is created.

New Group

Triggers when a new group is created.

New Meeting

Triggers when a new meeting is created.

New Person

Triggers when a new person is created.

New Planning

Triggers when a new session is created.

New Planning Bookmarked

Triggers when a new session is bookmarked.

Updated Person

Triggers when a person is updated.

Add filtering

If you want to import or export following specific conditions, you can click on the "+" and select Filters. There you can define what is the condition.

How to Attach a Swapcard Ticket to a New Person

How to Attach a Ticket to a Person Added Through Zapier

If you're using Zapier to automate your workflow, you may have encountered the need to attach a ticket to a person that was added through Zapier. This can be done easily with just a few simple steps.

Step 1: Locate the Person in Your Contacts

Before you can attach a ticket to a person, you need to make sure they are already in your contacts. If you have just added them through Zapier, they should already be there. If not, you can manually add them by going to your contacts and clicking on the "Add Contact" button.

Step 2: Open the Person's Profile

Once you have located the person in your contacts, click on their name to open their profile. This will bring up all of their information and any tickets that are currently attached to them.

Step 3: Click on "Attach Ticket"

In the person's profile, you will see a button labeled "Attach Ticket" near the top of the page. Click on this button to begin attaching a ticket to this person.

Step 4: Select the Ticket to Attach

A pop-up window will appear with a list of all your available tickets. Select the ticket you want to attach to this person and click "Attach".

Step 5: Confirm the Attachment

After selecting the ticket, you will be brought back to the person's profile where you will see the ticket listed under their information. This confirms that the ticket has been successfully attached to this person.

How to Configure In-App Registration with Zapier

If you are using Swapcard In-App for your event registration, you can easily integrate it with Zapier to automate the process of adding new attendees to your event. This will save you time and effort, and ensure that all your attendee information is accurately captured.

Step 1: Configure Registration Mode

The first step is to make sure that your registration mode is set to In-App registration.

Step 2: Create Tickets on Swapcard

In order for Zapier to assign tickets to new attendees, you will need to create at least one ticket on Swapcard. This can be done in the "Tickets" section of your event dashboard.

Step 3: Set Up Zapier

Now it's time to head over to Zapier and create a new zap. A zap is a connection between two applications that allows them to communicate with each other.

Step 4: Select Trigger

The trigger is the event that will initiate the zap. In this case, we want the zap to be triggered when a new attendee is added to your event.

Step 5: Select Swapcard as Application

Next, you will need to select Swapcard as the application that you want to connect with your trigger application.

Step 6: Select "Create Person" as Action

Now you will need to select the action that you want Zapier to perform when the trigger event occurs. In this case, we want Zapier to create a new person (attendee) on Swapcard.

Step 7: Map Required Fields

In order for Zapier to create a new person on Swapcard, you will need to map all the required fields. These are the fields that are necessary for creating a new person, such as email, first name, last name, and client ID.

Step 8: Assign Ticket

Finally, you will need to select the ticket that you want to assign to the new person on Swapcard.

That's it! Your zap is now set up and ready to go. Whenever a new attendee is added to your event, Zapier will automatically create a new person on Swapcard and assign them the selected ticket. This will save you time and ensure that all your attendee information is accurately captured.


Troubleshooting your Zapier integration

If data isn't flowing as expected, work through the checks below in order. Most issues can be resolved without contacting support.

1. Confirm the Zap is turned on and deployed

Zaps left in draft or paused state run no actions. Verify that your Zap is active and deployed before investigating anything else.

2. Refresh the webhook URL

Even when a Zap is active, Zapier may change or expire its webhook URL without returning an error. To refresh it, disable the Zap, then re-enable it. This forces Zapier to generate a new URL.

3. Validate the API key

API keys are event-specific. Check that:

  • The connected account shows a green status in Zapier.

  • The key matches the correct Swapcard event.

To create a new key, go to studio.swapcard.com/api-keys and click Create a new key.

4. Check Zap Task History for errors

The Task History tab in Zapier is the primary diagnostic tool. Open it and look for failed tasks. The table below covers the most common errors:

Error

Likely cause

Fix

Authentication failed

Expired or wrong API key

Regenerate and reconnect the key

Required field missing: email

Email field not mapped

Fix field mapping in the Action step

Person not found

Update triggered before the person was created

Use the "Find or Create Person" action

clientId already exists

Duplicate clientId across users or communities

Ensure clientId is unique per user and community

Invalid URL for photoUrl

Non-direct image URL (e.g. Google Drive, Dropbox preview)

Replace with a direct image URL

Zap is waiting / Held

A Filter step condition was not met

Review the Filter step logic

5. Test with a single record first

Before running a bulk import, use Zapier's Test button on the Action step to send one record. Verify the person appears correctly in Swapcard with the right groups, ticket, visibility, and login access.

💡 When a Zap is tested manually with no real data yet, Zapier fetches an example record. Always confirm with a live record before a bulk run.

6. Check your Zapier task quota

If data stops mid-import, you may have hit your plan's task limit. Go to Zapier Settings → Usage to check. The free plan allows 100 tasks per month — once the limit is reached, tasks silently stop flowing.

7. Filters silently dropping records

If only some records flow through, a Filter step is often the cause. Filtered records appear in Task History as Filtered, not Errored — easy to miss. Review your Filter step conditions to make sure they match your data.

8. Field mapping reference

Use the table below to verify each field is configured correctly before running your Zap.

Field

Required?

Notes

clientId

Required

Must be unique per person per event. Reusing a clientId that belongs to another person triggers a CLIENT_ID_CONFLICT and the record silently fails. On updates, use the same clientId from creation.

firstName / lastName

Required

Both fields are required. If your source exports a single "Full Name" field, split it before mapping. Leaving either blank will fail the action.

groups

Required

At least one group must be selected. Groups must exist in Swapcard before the Zap runs — if the dropdown is empty, no groups have been created for that event yet.

email

Optional (strongly recommended)

Not technically required, but without it the person cannot log in or receive communications. Must be unique at the community level — a duplicate email causes an EMAIL_CONFLICT.

forceUpdate

Required (boolean)

When true, allows attaching any user to any community profile and permits multiple clientIds per profile. Leave as false unless you specifically need cross-profile merging — setting it to true without understanding the implications can create duplicate or incorrectly merged records.

ticketId + typeStatus

Optional (paired)

Only needed for In-App registration. The ticket must exist in Swapcard first. If ticketId is set, typeStatus defaults to Registered. Contradictory combinations (e.g. ticket + Canceled) produce unexpected results.

isVisible

Optional (defaults to true)

Only set this to false if you have a specific reason to hide the person. Attendees with isVisible = false will not appear on the attendee list.

photoUrl

Optional

Must be a direct image URL. Google Drive sharing links, Dropbox preview links, and redirect URLs will fail with IMAGE_URL_INVALID.

Custom fields

Optional

Must be created in Swapcard before mapping. They appear in the dropdown with their internal API name (e.g. custom_12345). For multi-select fields, separate values with a semicolon (e.g. Marketing;Sales). Incorrect formatting may cause the field to be silently ignored.

Still stuck? Escalating to support

If none of the steps above resolve the issue, contact the support team with the following information so they can begin their investigation:

  • The error message from Task History (if present) and the Zap name

  • The trigger app

  • The Swapcard action used

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