Cvent Integration Setup Guide

Cvent Integration Training Guide

  1. Prerequisites
  2. Integrating Cvent into CMS
  3. Webhooks
  4. Post configuration
  5. Custom Fields
  6. Useful Links


Prerequisites to Integrate with CMS


How to Integrate Cvent with CMS

Before you initiate the integration you will need to set up an Application in the Cvent Developer Portal. Within the Application, you may select all of the EVENT scopes (please click on the link for more information https://developers.cvent.com/documentation/rest-api/). However, access to ALL scopes is not essential, the minimum required are as follows:
event/events:read
event/custom-fields:read
event/registration-types:read
event/contacts:write
event/sessions:read

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Next you will need to populate the cms fields with the relevant information

  1. Client I.D – can be obtained from Cvent Developer Portal after an Application has been created
  2. Client Secret – can be obtained from Cvent Developer Portal after an Application has been created
  3. Host – the Endpoint host varies based on which server region your Cvent account is hosted in. This can be also identified based on your event’s URL, starting with either https://api-platform.cvent.com or https://api-platform-eur.cvent.com
  4. Event I.D – can be obtained from the Cvent Events Portal
  5. Session Import Method – a dropdown menu, which enables you to select how you would like to import your Cvent sessions to your CrowdComms Event App. The options are:
    a.  Managed Schedule – Your Cvent session will be imported to your delegate’s tailored agenda. Please refer here to read more about Managed Schedule.
    b.  Personal Agenda – Your Cvent session will be imported to your delegate’s favourited agenda. Please refer here to read more about Personal Agenda.
  6. Default People Group – the default people group to which all Cvent attendees will be added
  7. Two-Way Integration toggle – switch on this toggle of you want to sync cms data into Cvent, otherwise by default attendee data will only pull from Cvent into the CMS

    On a two way integration, we can only sync changes to attendee details to Cvent, but we cannot sync changes to session details back to Cvent

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A module named Cvent agenda will be created in the CMS after the integration is set up. Do not delete this module if you want to sync your Cvent sessions into the cms (refer to Setting up the webhook configuration section below)


Setting up Webhooks

To allow continuous synchronization from Cvent to CrowdComms you will need to set up Webhooks in the Cvent Event Portal.

Syncs from Cvent to CMS can take up to 20 minutes. Syncs from CMS to Cvent is more or less instant

After you have saved the integration details in the CMS you will then be shown the Webhooks section which contains the Webhook URL and Webhook Token

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1. Adding a webhook configuration

2. Setting up the webhook configuration

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3. Adding Integration Points for data to be transferred

The API will only process the following webhook event types:

InviteeOrGuestModified
InviteeOrGuestCancelled
InviteeOrGuestAccepted
InviteeRegistersForCventSession
InviteeCancelsRegistrationForCventSession
SessionCreated
SessionUpdated
SessionDeleted

4. Activating Webhooks for your event

For each event you want to integrate with a CrowdComms app you need to set up a new Webhook configuration


Post Configuration


Custom Fields

Upon successful integration only delegate's First Name, Surname and their Email is automatically synced, all other information needs to be set up using the Custom fields tab.

Click on the “Custom Fields” TAB in CMS

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In case of a two-way integration we are unable to sync changes into Cvent on the following fields:
profileImageUrl
homeCountry
workCountry 



Useful links









Revision #15
Created 7 December 2021 23:16:03
Updated 11 July 2023 14:59:24 by Csilla Pap