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Cvent Integration Setup Guide

Cvent Integration Training Guide

  1. Access Requirements
  2. Integrating Cvent into CMS
  3. Webhooks
  4. Custom Fields
  5. Useful Links/Notes

Client will need access to the below to integrate with CMS

  • Cvent Developer Portal

https://developer-portal.cvent.com/

  • Cvent Events Portal (REST API & PUSH API within the Integrations section)

https://app-eur.cvent.com/

  • Access to CMS>Plug Ins>Cvent

How to integrate Cvent with CMS

  • Log into CMS
  • Select App
  • Click on “Plug Ins”
  • Click on the “Cvents” tile

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Note THE CLIENT needs to set up an Application in Cvent Developer Portal (more information on https://developers.cvent.com/documentation/rest-api/) and provide YOU with the information for 1, 2, 3 and 4 below

  1. Client I.D – Client gets this from the Cvent developer portal (Cvent Developer Portal – created after an App has been created)
  2. Client Secret – Client gets this from the Cvent developer portal (Cvent Developer Portal - created after an App has been created)
  3. Host – Depends on location (Europe or None Europe) https://api-platform.cvent.com or https://api-platform-eur.cvent.com

The client will be able to tell which one they need by looking at the link of there Cvent account

  1. Event I.D – Client gets this from the URL in Cvent Events Portal AFTER clicking on the event
  2. Session Import Method – TWO OPTIONS; Personal agenda & Managed Schedules
  3. Default People Group – Group attendees will be added to
  4. Two Way Integration Toggle – Cvent to CMS and or CMS to Cvent

(We can only push back attendee updates from CMS to Cvents – Cvent Attendees ONLY!) example if you add a session or a new person into CMS, this will not update in Cvent

Note
The client will need to select all of the EVENT scopes in the Application they have created in the Cvent Developer Portal after they’ve set up their App.

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  • Once the above form is filled in, then click “Save”

After you have clicked save you will then be shown the “Webhooks” section which contains the “Webhook URL” and “Webhook Token” (Generated automatically after you click save)

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The client will then set up Webhooks using the generated Webhook URL and Webhook Token

Steps the client will take to set up the Webhooks in Cvent below

 

Cvent Event Portal

  • Click on “Admin” (Top right corner – drop down menu)
  • Click on “Integrations”
  • Click on “Push API Integrations”
  • Click on “Create Integration”
  • Add “Name”
  • Type “Webhooks”
  • Default Endpoint (URL from CMS)Picture3.png
  • Token (from CMS) “Token Based” – Selected

 

  • Click “SAVE”
  • Click on the “Integration Points” TAB
  • Click on the “Add “Integration point” button
  • Add the information which is required
  • Click “SAVE”

Cvent Event Portal

  • Click on “Integrations”
  • Click on “PUSH API Integrations”
  • Click “Edit” on Webhooks
  • Active Webhook? YES
  • Configuration “Choose Event you require”
  • Synced Objects (Click YES for Sessions & Attendees)

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  • Click “SAVE”

 

Custom Fields

Click on the “Custom Fields” TAB in CMS

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  • People Group
  • Custom Field
  • Person Field

 

Cvent agenda will create in CMS AFTER the integration is set up - this should NOT be deleted. 

ONLY 1st Name, Surname and Email is automatically pulled through, all other information needs to be set up using this.

You can add as many custom fields as you wish

Registration Type can only be linked to a People Group

Cvent Custom field can only be linked to a CC Custom field or a Person Field

Where to set up Webhooks? This path in Cvent  Classic experience: Admin > Integrations > Integrations > Push API IntegrationsNew experience: Admin > Integrations > Push API Integrations 

https://developers.cvent.com/documentation/rest-api/

More information in the link below

https://developers.cvent.com/documentation/webhooks-integration-user-guide/

  • When you are setting up the Webhooks in your Cvent account with the webhook URL and webhook token from the CMS, make sure you only configure it for the event you are trying to integrate with
  • Your client needs to paste the Webhook URL and Webhook token from CMS to Cvents
  • Add the Integration points for Sessions and Invitees listed here 

https://developers.cvent.com/documentation/webhooks-integration-user-guide/setting-up-webhooks/setting-up-your-configuration/integration-points/

Syncs from Cvents to CMS can take up to 20 minutes

Syncs from CMS to Cvents is more a less instant

 

 

 

 

 

 

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