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
Sign in to your Swapcard account.
Navigate to your Event page within the Communities section.
In the left navigation bar, go to Event Builder, then select Integrations.
On the integration selection page, choose A2Z Events - Personify from the list of integrations.
To activate the integration, you will need six parameters, and these will be supplied by A2Z Events - Personify.
Event ID : The Event ID on the A2Z Events - Personify end.
User Name
Password
Install Name
API key
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
A2Z Events - Personify doesn't NOT provide any online documentation. The documentation is accessible here.
Capturing deleted records
The A2Z Events - Personify integration does NOT capture deletions for records in the OnlineBoothInformation streams.
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 OnlineBoothInformation.
For the Swapcard integration, one object is created to be mapped per UpgradeLevelID. Please refer to the documentation for more details.
The object name corresponds to UpgradeLevelDescription on OnlineBoothInformation.
Stream Dependencies
In the context of integration functionalities, records are automatically linked with their corresponding records within Swapcard. For instance, if OnlineBoothInformation are associated with CompanyInformation on A2Z Events - Personify, the integration will replicate these dependencies within Swapcard.
OnlineBoothInformation → CompanyInformation
The A2Z Events - Personify integration automatically establishes a connection between OnlineBoothInformation from A2Z Events - Personify and their corresponding CompanyInformation from A2Z Events - Personify.
This integration utilizes the CompanyID field from the OnlineBoothInformation stream as the primary identifier.
The CompanyID field of OnlineBoothInformation 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, CompanyInformation is utilized to generate the appropriate Exhibitor Members on the Swapcard side.
The _attributes.ID field of CompanyInformation 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.
Streams supporting fields
OnlineBoothInformation
OnlineBoothInformation Field | Mapping Label | Type |
| "Booth ID" |
|
| "Event ID" |
|
| "Event code" |
|
| "Event Name" |
|
| "Booth number" |
|
| "Company ID" |
|
| "Company number" |
|
| "Company Name" |
|
| "Contact name" |
|
| "Contact first name" |
|
| "Contact last name" |
|
| "Contact title" |
|
| "Contact address 1" |
|
| "Contact address 2" |
|
| "Contact city" |
|
| "Contact state" |
|
| "Contact zip" |
|
| "Contact country" |
|
| "Contact phone" |
|
| "Contact FAX" |
|
| "Contact toll free number" |
|
| "Contact email" |
|
| "Welcome message" |
|
| "Print Profile" |
|
| "Online profile" |
|
| "Exhibiting as" |
|
| "Booth size" |
|
| "Booth dimensions" |
|
| "Badge allotment (free)" |
|
| "Badge allotment (max)" |
|
| "Booth status" |
|
| "Booth map ID" |
|
| "Booth Pavilion code" |
|
| "Hall code" |
|
| "Sub expo code" |
|
| "Web URL" |
|
| "Company Logo" |
|
| "Brands" |
|
| "Co Exhibitor" |
|
| "Upgrade level ID" |
|
| "Upgrade level description" |
|
| "Parent booth ID" |
|
| "Parent booth number" |
|
| "Date modified" |
|
| "User text 1" |
|
| "User text 2" |
|
| "User text 3" |
|
| "User text 4" |
|
| "Product categories" |
|
| "Custom fields" |
|
CompanyInformation
CompanyInformation Field | Mapping Label | Type |
| "Import Top level contact only" |
|
| "ContactFName" |
|
| "ContactLName" |
|
| "ContactEmail" |
|
| "ContactPrefix" |
|
| "ContactSuffix" |
|
| "ContactNickName" |
|
| "ContactTitle" |
|
| "ContactCompany" |
|
| "ContactAdd1" |
|
| "ContactAdd2" |
|
| "ContactCity" |
|
| "ContactState" |
|
| "ContactZip" |
|
| "ContactCountry" |
|
| "ContactPhone" |
|
| "ContactFax" |
|
| "ContactURL" |
|
| "ContactMemberID" |
|
Limitations & Troubleshooting
Connector limitations
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 |
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.