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Setting Up a A2Z Events - Personify Integration in Your Event

Import companies and online booth information from A2Z Events into Swapcard. Includes technical details on sync and importable data fields.

Updated over 2 weeks ago

This page contains the setup guide and reference information for the A2Z Events - Personify integrations.

Prerequisites

  • An active A2Z Events - Personify account with a list of events (ensure you have access, especially if you are not the owner)

Setup guide

Step 1: Set up the A2Z Events - Personify integration in Swapcard

  1. Navigate to your Event page within the Communities section.

  2. In the left navigation bar, go to Event Builder, then select Integrations.

  3. On the integration selection page, choose A2Z Events - Personify from the list of integrations.

  4. To activate the integration, you will need four parameters, and these will be supplied by A2Z Events - Personify.

    1. Event code

    2. xTenantId

    3. Attendee API Key (Optional)

    4. Event UUID (Optional)

  5. Select your event for integration - The integration displays all events your account has access to, including upcoming and past events.

Your A2Z Events - Personify 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.

Supported sync modes

The A2Z Events - Personify integration supports the following sync modes :

Feature

Supported?

Yes

Supported streams

This integration is supporting the following A2Z Events - Personify streams

The online documentation of A2Z Events - Personify is accessible here.
Other documentations available are :

Capturing deleted records

The A2Z Events - Personify integration does NOT capture deletions for records. When a record is deleted on A2Z Events - Personify, it needs to be MANUALY deleted on Swapcard accordingly.

Object Mappings

The A2Z Events - Personify integration provides a list of available objects for mapping, which is generated from ExhibitorInformation.

For the Swapcard integration, one object is created to be mapped per UpgradeLevelID.

The object name corresponds to UpgradeLevelDescription on ExhibitorInformation.

Stream Dependencies

In the context of integration functionalities, records are automatically linked with their corresponding records within Swapcard. For instance, if ExhibitorInformation are associated with Company Information on A2Z Events - Personify, the integration will replicate these dependencies within Swapcard.

ExhibitorInformation → Company Information

The A2Z Events - Personify integration automatically establishes a connection between ExhibitorInformation from A2Z Events - Personify and their corresponding Company Information from A2Z Events - Personify.

This integration utilizes the coId field from the ExhibitorInformation stream as the primary identifier.

The coId field of ExhibitorInformation serves as the primary identifier for uniquely linking records. These linked records are stored within the Client Id field on the Exhibitor record on the Swapcard side.

Subsequently, Company Information is utilized to generate the appropriate Exhibitor Members on the Swapcard side.

The coId and email field of Company Information functions as the primary identifier for uniquely linking records. These linked records are stored within the Client Id field on the People record on the Swapcard side.

Importing attendees is optional. However, if they are imported, the barcodes field of an Attendee serves as the primary identifier for uniquely linking records. These linked records are then stored in the Client Id field of the Exhibitor record on the Swapcard side.

Streams supporting fields

Exhibitor Information

Exhibitor Field

Mapping Label

Type

boothId

Booth ID (Not to be used for Client ID)

string

coId

Company ID

string

boothNumber

Booth Number

string

eventId

Event ID

string

boothContact.email

Contact Email

string

boothContact.city

Contact City

string

boothContact.countryName

Contact Country

string

boothContact.zip

Contact Zip

string

boothContact.address1

Contact Address 1

string

boothContact.address2

Contact Address 2

string

boothContact.state

Contact State

string

boothNumber

Booth number

string

companyNumber

Company number

string

welcomeMessage

Welcome message

string

printProfile

Print Profile

string

onlineProfile

Online profile

string

exhibitingAsName

Exhibiting as

string

areaSqFt

Booth Size

string

freeBadgeLimit

Badge allotment (free)

string

maxBadgeLimit

Badge allotment (max)

string

statusDescription

Booth status

string

map.id

Booth map ID

string

pavilion

Booth Pavlion code

string

hall.label

Hall code

string

subExpo

Sub expo code

string

websiteUrl

Web URL

string

brands

Brands

string

coExhibitor

Co Exhibitor

string

upgradeLevelId

Upgrade level ID

string

upgradeLevelDescription

Upgrade level description

string

parentBoothId

Parent booth ID

string

lastModified

Date modified

string

customBadgeAllotment1

Custom Badge Allotment 1

string

customBadgeAllotment2

Custom Badge Allotment 2

string

customBadgeAllotment3

Custom Badge Allotment 3

string

customBadgeAllotment4

Custom Badge Allotment 4

string

ProductCategories

Product categories

string

CustomFields

Custom fields

string

Company Information

ExhibitorMemberStandard Field

Mapping Label

Type

firstName

ContactFName

string

lastName

ContactLName

string

email

ContactEmail

string

prefix

ContactPrefix

string

suffix

ContactSuffix

string

title

ContactTitle

string

company

ContactCompany

string

address1

ContactAdd1

string

address2

ContactAdd2

string

city

ContactCity

string

state

ContactState

string

zip

ContactZip

string

countryName

ContactCountry

string

phone

ContactPhone

string

fax

ContactFax

string

url

ContactURL

string

contactTypes

Contact Types

string

Attendees

Attendee Standard Field

Mapping Label

Type

registration_type

Registration Type

string

age_range

Age Range

string

buying_or_selling_products

Are you more interested in buying or selling products?

string

industry_sectors

Industry Sectors

string

specify_sectors

Specify Sector(s) You Seek to Purchase…

string

company_size

Company Size

string

buying_decision

Buying Decision

string

company_information_number_of_years_established

Company Information - Number of Years Established

string

barcodes

Registrant Id

string

first_name

First Name

string

last_name

Last Name

string

email

Email

string

title

Job Title

string

company

Company Name

string

city

City

string

state

State

string

country

Country

string

Enhancement

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.

Filtering Records by Contact Type

To filter records by Contact Type, use the in operator when defining the filter criteria.

Maintenance

The A2Z Events - Personify API is a private source API, which adds complexity to maintenance and may lead to stability issues. Despite these challenges, Swapcard offers a connector to facilitate seamless integration

Changelog

Version

Date

Subject

0.0.9

2023-03-28

Maintenance

Read more

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