Cvent Integration Setup Guide

Cvent Integration Training Guide

Access Requirements
Integrating Cvent into CMS
Webhooks
Custom Fields
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)

Depends on location (Europe or None Europe)

https://app.cvent.com

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 “Cvent” tile

Note THE CLIENT needs to set up an Application in Cvent Developer Portal. Within Application can select all of the EVENT scopes (more information on https://developers.cvent.com/documentation/rest-api/), but if they don't want to allow access to all scopes, the minimum we need are the following scopes:
event/events:read
event/custom-fields:read
event/registration-types:read
event/contacts:write
event/sessions:read

The client will need to provide YOU with the information for 1, 2, 3 and 4 below:

Client I.D – Client gets this from the Cvent developer portal (Cvent Developer Portal – created after an App has been created)
Client Secret – Client gets this from the Cvent developer portal (Cvent Developer Portal - created after an App has been created)
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)
Event I.D – Client gets this from the URL in Cvent Events Portal AFTER clicking on the event
Session Import Method – TWO OPTIONS; Personal agenda & Managed Schedules
Default People Group – Group attendees will be added to
Two Way Integration Toggle – Cvent to CMS and or CMS to Cvent. (On a two way integration, we can only push back attendee changes to Cvent, we can not push back session changes to Cvent)

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)

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)
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)

Click “SAVE”

Custom Fields

Click on the “Custom Fields” TAB in CMS

People Group
Custom Field
Person Field

**Note**

In case of a 2 way integration we are unable to push back changes into Cvent on the following fields:

profileImageUrl
homeCountry
workCountry

**Note’s/Useful Links

Cvent agenda will create in CMS AFTER the integration is set up - this should NOT be deleted.
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
ONLY 1^st Name, Surname and Email is automatically pulled through, all other information needs to be set up using this.
Only attendees with status Accepted will be added to the cc app
If we receive a webhook for a previously created Cvent attendee with event type InviteeOrGuestCancelled or their status changes to other than Accepted, they will be deleted from the app
In a 2-way integration we only push back changes for attendees that have been added to the app through the Cvent integration
In a 2-way integration if an attendee that have been added to the app through the Cvent integration is deleted from the cms, we don't make a request to Cvent REST API to cancel this attendee on Cvent. If you wish to remove this attendee on Cvent you will have to do it in the Cvent dashboard.

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/