Are you using Cvent for registration and/or content management and using Guidebook for your mobile app? With our Cvent integration, you can import attendees from Cvent into your guide’s users list. You can also sync your sessions to quickly complete your app's schedule.
Information for the Cvent Integration
Before you can initiate the Cvent content sync integration for your guide, you will need the following information from your Cvent account:
- Client ID
- Client Secret
- Client Region
- Cvent Event ID
Setting Up the Cvent Integration
Now that you have the information needed to link Cvent to Guidebook, let’s log in to Builder and navigate to your guide dashboard. Click on the Integrations card.
Click the blue “Set Up” button for the Cvent integration.
Input your Cvent information and then choose whether you would like to sync Attendees and Schedule sessions, only Attendees, or only Schedule sessions. Don't forget to click "Save"!
After clicking Save, the integration will take a few minutes to sync. Click the blue “Continue editing while you wait” button.
You’ll see that the Cvent integration is “Pending” on the integrations page.
Within a few minutes, refresh your page, and you’ll see that the Cvent integration now shows as “Connected.”
Managing the Integration
Once you’ve successfully set up the Cvent integration, your attendees and/or sessions (according to your selection) will sync from your Cvent event to your guide every two hours until the end of the event. In the integrations section, you can check the last time the sync occurred.
When you click the “Connected” button, you have the option to manually sync information from Cvent. You can also view your configuration or disconnect the integration.
Why is the Cvent integration useful?
Quite simply, it automates the process of importing users and sessions into your guide. Your attendees will be uploaded into one of our most robust feature sets, Audience Management, which contains tools that allow you to invite, sort, and manage all of your guide’s users.
Your sessions will be imported into the schedule module. The integration allows you to use Cvent and Guidebook without duplicating any work.
How much does it cost?
This feature is available for use on all guides at no additional cost.
What does the “Pending” status mean?
This means that your sync is in progress. You’ll typically only see this message for a few minutes after your initial sync. If you still see the “pending” status after 15 minutes, please feel free to send us a note at firstname.lastname@example.org.
What specifically will sync from Cvent?
Depending on what you selected when setting up the integration, attendees' email addresses will sync into the Users list of your guide in Audience Management, and the schedule will sync into the Schedule feature.
What happens after attendees are synced to Guidebook?
Attendees will be added to the Users list within Audience Management with a status of "Created." Invitations can then be sent by clicking "Bulk Invites > Invite users who haven't logged in."