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Setting Up a A2Z Events - Personify Integration in Your Event
Setting Up a A2Z Events - Personify Integration in Your Event
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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 six parameters, and these will be supplied by A2Z Events - Personify.

    1. Event ID : The Event ID on the A2Z Events - Personify end.

    2. User Name

    3. Password

    4. Install Name

    5. API key

  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

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 โ†’ 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

BoothID

"Booth ID"

string

EventID

"Event ID"

string

EventCode

"Event code"

string

EventName

"Event Name"

string

BoothNumber

"Booth number"

string

CompanyID

"Company ID"

string

CompanyNumber

"Company number"

string

CompanyName

"Company Name"

string

ContactName

"Contact name"

string

ContactFName

"Contact first name"

string

ContactLName

"Contact last name"

string

ContactTitle

"Contact title"

string

ContactAddress1

"Contact address 1"

string

ContactAddress2

"Contact address 2"

string

ContactCity

"Contact city"

string

ContactState

"Contact state"

string

ContactZip

"Contact zip"

string

ContactCountry

"Contact country"

string

ContactPhone

"Contact phone"

string

ContactFax

"Contact FAX"

string

ContactTollFree

"Contact toll free number"

string

ContactEmail

"Contact email"

string

WelComeMsg

"Welcome message"

string

PrintProfile

"Print Profile"

string

OnlineProfile

"Online profile"

string

ExhibitingAs

"Exhibiting as"

string

BoothSize

"Booth size"

string

BoothDimension

"Booth dimensions"

string

BadgeAllotmentFree

"Badge allotment (free)"

string

BadgeAllotmentMax

"Badge allotment (max)"

string

BoothStatus

"Booth status"

string

MapID

"Booth map ID"

string

PavilionCode

"Booth Pavilion code"

string

HallCode

"Hall code"

string

SubExpoCode

"Sub expo code"

string

WebSiteURL

"Web URL"

string

CompanyLogo

"Company Logo"

string

Brands

"Brands"

string

CoExhibitor

"Co Exhibitor"

string

UpgradeLevelID

"Upgrade level ID"

string

UpgradeLevelDescription

"Upgrade level description"

string

ParentBoothID

"Parent booth ID"

string

ParentBoothNumber

"Parent booth number"

string

DateModified

"Date modified"

string

UserText1

"User text 1"

string

UserText2

"User text 2"

string

UserText3

"User text 3"

string

UserText4

"User text 4"

string

ProductCategories

"Product categories"

string

CustomFields

"Custom fields"

string

CompanyInformation

CompanyInformation Field

Mapping Label

Type

a2zImportOnlyTopLevelContact

"Import Top level contact only"

string

ContactFName._text

"ContactFName"

string

ContactLName._text

"ContactLName"

string

ContactEmail._text

"ContactEmail"

string

ContactPrefix._text

"ContactPrefix"

string

ContactSuffix._text

"ContactSuffix"

string

ContactNickName._text

"ContactNickName"

string

ContactTitle._text

"ContactTitle"

string

ContactCompany._text

"ContactCompany"

string

ContactAdd1._text

"ContactAdd1"

string

ContactAdd2._text

"ContactAdd2"

string

ContactCity._text

"ContactCity"

string

ContactState._text

"ContactState"

string

ContactZip._text

"ContactZip"

string

ContactCountry._text

"ContactCountry"

string

ContactPhone._text

"ContactPhone"

string

ContactFax._text

"ContactFax"

string

ContactURL._text

"ContactURL"

string

ContactMemberID._text

"ContactMemberID"

string

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.

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