Set up Cvent Integration

Cvent is a cloud-based enterprise event management platform that offers software solutions to event planners for online event registration, venue selection, event management and more.  This article will show how to set up the connection to your Cvent account. After setting up the connector, the information from the Cvent events and participants will automatically flow into CRM as Events, Event Participations, and new or updated contacts or leads.

NOTE: There is an additional charge from Cvent for using their API to connect with ClickDimensions.  Please contact your Cvent account manager for more information.


Written Instructions

To get started, you will need to click on the arrow by Microsoft Dynamics CRM and choose Settings > ClickDimensions Settings

Within the settings, click Connectors on the bottom right.

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A new window will open. Click Add connector here.

Then click Cvent.

On the next window you will fill out your settings.


Written Instructions

To get started, you will need to navigate to Settings > ClickDimensions > ClickDimensions Settings and click Connectors towards the bottom right.

CRM 2011 Settings

A new window will open. Click Add connector here.

CRM 2011 Add Connector

Then click Cvent.

CRM 2011 Add Cvent

On the next window you will fill out your settings.

Cvent Connector Settings

Settings

Connector Name: Input the name for how your connector will display in the Connector’s Settings Window (Customers will not see this name)

Create Unknown Registrants As: This will choose how anyone who registers who is not already in your CRM will be added to your CRM. You can choose to have these registrants saved as new Lead or Contact records. If the email address the registrant used for his or her registration already exists on a Lead or Contact record, then the Event Participation and Event records will be connected to that existing Lead or Contact record within CRM.

Reminder Email Address: Supply an email address here to receive the reminder from ClickDimensions when your authorization is about to expire.

Fill the Cvent API Connection Information

IMPORTANT: In order for the connector to work, API access must be turned on in your Cvent account. If you do not have API access or are unsure please contact your Cvent Account Manager or Cvent Customer Care (1-866-318-4357).

Account: This is your Cvent Account Name (found within the Cvent Administration Profile page)

Cvent Account Settings

API Username: Request this information from Cvent

API Password: Request this information from Cvent

Now press Save. This integration will pull in information about any upcoming events and participants. To see where Cvent related records are displayed in your CRM, including events and participants, see the Event Records article.


Feature Added: January 2016
Feature Updated: January 2016
ClickDimensions Version Need: 7.1.0
Article Updated: January, 2016