Native Integrations
      Back to home
      1. Grip Knowledge Base
      2. Integrations
      3. Native Integrations

      How do I use Native Integrations?

      The Native Integration feature allows you to integrate Grip with a variety of event ticketing or event registration data systems. Native Integrations automates data importing, formatting and synchronisation between your data sources and Grip.

      Welcome to Grip’s Native Integration guide. The guide will explain the various steps required to set-up a native integration within Grip.


      This guide is broken down into multiple sections to align with the various pages you will use when configuring your native integration.

      Each section highlights:

      • Which data source it applies to
      • If the step is optional or required
      • Examples of how to use the feature, where applicable

      If you are unfamiliar with Native Integrations, we suggest reviewing each section in turn. 

      Recommended next section:

      Connect Swoogo
      Connect VISIT
      Connect CVENT
      Connect Grip

      Other contents:

      Filter Data feature (optional)

      Map Data feature (required)

      Modifier: Capitalize the first letter (optional)

      Modifier: Cut and take a portion (optional)

      Modifier: Replace (optional)

      Modifier: Trim whitespaces (optional)

      Preview (required)

      Import Options (required)

      Schedule and Run (required)

      Managing Your Integrations (optional) 

      FAQs

      Supplementary articles:

      Working with Custom Profile Fields

      Getting Swoogo credentials

      Getting Visit credentials

      Getting Cvent credentials

      Getting Grip credentials

       

      Connect Swoogo 

      This section will provide steps on how to connect to Swoogo. This section assumes that you have already configured API access on Swoogo and have access to the required credentials.

      When would I use this?

      These steps should be taken as your first step to configuring a Native Integration with Swoogo.

      How do I use this?

      Connect to Swoogo. 

      1. Click on “Connect” for the Swoogo Integration block

      2. This should then open a new window, where you will need to input your Swoogo API credentials. Enter both the Consumer Key and the Consumer Secret.

      3. Click Next.

      Select Swoogo Event. 

      4. The 'Select source event' page will appear. Next to 'Source event', click the down arrow.

      5. A list of available events in Swoogo will appear. Select the correct event by clicking on it, or you can use the built in search function to locate the event.

      6. Once the correct event is selected click the 'Next' button.

      Note: Only one event can be selected at a time.

      Select Swoogo source data. 

      7. Click the down arrow next to 'Select data type(s)'. This will present a list of the different Registrant types in your Swoogo Event. 

      Note: Multiple Registrant types can be selected

      8. Click the down arrow next to 'Grip data type'. This will present a list of the different data types configured in Grip. 

      Note: Only one data type can be selected

      9. Under the section 'Only retrieve records that were created within the following period', select one of the two options:
        1. 'From the last time Grip successfully retrieved records' is the recommended option for integration that will be scheduled to run repeatedly. This will look for any new or updated records.
        2. 'From start time to end time' is the recommended option if you are trying to run an update and want to make sure all records are updated. The recommended start time would be when registration opened and the recommended end time would be today.

      10. Click Next

      Recommended next step:
      Filter Data feature

       

      Connect Visit by GES

      This section will provide steps on how to connect to Visit. This section assumes that you have already configured API access on Visit and have access to the required credentials.

      When would I use this?

      These steps should be taken as your first step to configuring a Native Integration with Visit.

      How do I use this?

      Connect to Visit.

      1. Click 'Connect' on either one of the Visit integration blocks.
        1. To extract attendee details, select Visit by GES.
        2. To extract Parter (Company) details, select Visit by GES (Partner)

      2. This will open a new window, where you will need to input your Visit API Key.

      Note: This key must be Base64 encoded.

      3. Click Next

      Select Visit Event

      4. The 'Select source event' page will now appear. Next to 'Source event', click the down arrow.

      5. A list of available events in Visit should appear. Select the correct one by clicking on it, or you can use the built in search function to locate the event.

      6. Once the correct event is selected click the “Next” button.
      Note: Only one event can be selected at a time.

      Select the Visit source data

      7. Click the down arrow next to “Select data type(s)”. This will present a list of the different Registrant types in your Visit Event. 

      Note: Multiple Registrant types can be selected

      8. Click the down arrow next to “Grip Data Type”. This will present a list of the different data types configured in Grip. 

      Note: Only one Data type can be selected

      9. Under the section 'Only retrieve records that were created within the following period', select one of the two options:
        1. 'From the last time Grip successfully retrieved records' is the recommended option for integration that will be scheduled to run repeatedly. This will look for any new or updated records.
        2. 'From start time to end time' is the recommended option if you are trying to run an update and want to make sure all records are updated. The recommended start time would be when registration opened and the recommended end time would be today.

      10. Click Next. 

      Recommended next step:
      Filter Data feature

       

      Connect Cvent

      This section will provide steps on how to connect to Cvent. This section assumes that you have already configured API access on Cvent and have access to the required credentials.

      When would I use this?

      These steps should be taken as your first step to configuring a Native Integration with Cvent.

      How do I use this?

      Connect to Cvent.

      1. Click “Connect” on the Cvent integration block

      2. This will open a new window, where you will need to input your CVENT API credentials. Enter the Client ID, Client Secret, and the Region. The supported Regions are NA (North America) or EU (Europe).

      3. Click Next.

      Select Cvent event.

      4. The 'Select source event page' will now appear. Next to 'Source event', click the down arrow.

      5. A list of available events in Cvent will appear. Select the correct one by clicking on it, or you can use the built in search function to locate the event.

      6. Once the correct event is selected click the “Next” button.

       

      Note: Only one event can be selected at a time.

      Select Cvent source data. 

      7. Click the down arrow next to 'Select data type(s)'. This will present a list of the different Registration Codes in your Cvent event. 

       

      Note: Multiple Registrant types can be selected

      8. Click the down arrow next to “Grip Data Type”. This will present a list of the different data types configured in Grip. 

      Note: Only one Data Type can be selected

      9. Under the section 'Only retrieve records that were created within the following period', select one of the two options:
        1. 'From the last time Grip successfully retrieved records' is the recommended option for integration that will be scheduled to run repeatedly. This will look for any new or updated records.
        2. 'From start time to end time' is the recommended option if you are trying to run an update and want to make sure all records are updated. The recommended start time would be when registration opened and the recommended end time would be today.

      10. Click Next. 

      Recommended next step:
      Filter Data feature

       

      Connect Grip

      This section will provide steps on how to connect to Grip. This section assumes that you have already configured API access on Grip and have access to the required credentials.

      When would I use this?

      These steps should be taken as your first step to configuring a Native Integration with Grip as the source.

      How do I use this?

      Connect to Grip.

      1. Click  'Connect' on one of the Grip integration blocks.

      2. This will open a new window, where you will need to input your Grip API Key.

      Note: This key must be at least App Admin or higher.

      3. Click Next.

      Select Grip Event.

      4. The 'Select source event page' should now appear. Next to 'Source Event', click the down arrow.

      5. A list of available events in Grip will appear. Select the correct event by clicking on it, or you can use the built in search function to locate the event.

      6. Once the correct event is selected click the 'Next' button.
      Note: Only one event can be selected at a time.

      Select Grip source data. 

      7. Click the down arrow next to 'Select data type(s)'. This will present a list of the different Data Types in your Grip event. 

      Note: Multiple Registrant types can be selected

      8. Click the down arrow next to 'Grip data type'. This will present a list of the different data types configured in Grip. 

      Note: Only one Data Type can be selected.

      9. Click Next.

      Recommended next step:
      Filter Data feature

       

      Filter Data feature

      Applies to: All Data sources

      Is this step required? No

      This section will provide steps on how to use the Filter Data feature on Grip Native Integrations. The Filter Data feature allows for you to select criteria to either allow or block specific records from being imported in your Grip event.

      On the left hand side of the page you will see 20 example records from your datasource, and on the right hand side will be where you select which filters to use to control the data  import into Grip.

      This section assumes that you have already performed the following steps:

      1. Connected your datasource
      2. Selected the source event
      3. Selected source data

      When would I use this?

      1. You have registrants that have indicated that they do not want to participate in Grip Engage (Grip's AI-powered matchmaking and recommendation platform).
      2. You have attendees that have not paid for their tickets.
      3. You only want to import attendees that have completed their registration.

      Note: The strength of this feature depends on what information you capture during registration and what data is available from the datasource.

      How do I use this?

      1. Click the arrow in the drop down next to 'Select filter type'

      2. Select either 'Allow' or 'Block'
        1. Select 'Allow' if you want to import records
        2. Select 'Block' if you want to exclude records

      Note: If you want to not use this feature, select 'No filter', click 'Next'. Under Select field', click the drop down arrow.

      3. Select the field that you wish to use from the data source. You can click the down arrow and scroll until you see the field, or use the search feature.

      4. Under 'Select Value', type in the value that you would like to use.

      Note: This will need to be an exact match, so capitalisation and whitespaces must be exactly the same as what will be coming from the data source.

      5. Click 'Add another rule' to add another field and/or value to filter on.

      Note: A record that satisfies at least one of the rules will be considered to have satisfied the filtering rule as a whole.

      6. Once satisfied with the filter rules configured, click “Next”

      Examples of how a filter rule may help you:

      Scenario: You have attendees that have not paid for their tickets

      Data from source: For example, your records may have a field called 'paid'. Attendees that have paid have the value '1' and attendees that have not paid have the value '0'

      How to configure Filter Data feature: Choose 'Blocklist' as the filter type and select the field 'has_paid' and add '0' to the Values section to set up the filter rule for this integration.

      Scenario: You only want to import attendees that have completed their registration.

      Data from source: For example, your records may have a field called 'registration_completed'. Attendees that have completed the registration have the value 'complete' and attendees that have not completed have a value to indicate which step they are on in the registration process. 

      How to configure Filter Data Feature: Choose 'Allowlist' as the filter type and select the field 'registration_completed' and add 'complete' to the Values section to set up the filter rule for this integration.

      Recommended Next Section:
      Map Data feature

       

      Map Data Feature

      Applies to: All Data Sources

      Is this step required? Yes

      This section will provide steps on how to use the Map Data feature in Grip's Native Integrations. The Map Data feature allows for you to determine which data from your source you will import into Grip. It also lets you edit the data from the source before it is imported into Grip. Each of the editing options are further explained in their own sections.

      On the left hand side of the page you will see 20 example records from your datasource and on the right hand side will be where you select which of the fields to import into Grip. The first column will be used to indicate if a field is required to be imported into Grip, to be imported into Grip, or not to be imported into Grip. The second column will be the source field you wish to pull data from. The third column will be the Grip field that the data will be imported into.

      This section assumes that you have already performed the following steps:

      1. Connected your datasource
      2. Selected the source event
      3. Selected source data
      4. Selected filters

      When would I use this?

      This feature is used to ensure the source data is appropriately mapped to each of the Grip fields. This allows you to have full control over what data each of your attendees will see and use in your event.

      How do I use this?

      There are three required fields to be able to import data into Grip:

      1. First Name
      2. Email
      3. Registration ID

      These three fields and other commonly used fields have been automatically mapped to fields in the source data on what we recommend, but can be edited following the steps below.

      1. If a field is not indicated as required, and you do not wish to import it into Grip, click the check box under 'Do not Import'.

      Note: To import a field into Grip ensure that the 'Do not import' is not checked.

      2. To map a field from the source data, under 'Source mapping' begin type the field name in the text box or click the blue '+'
        1. If you click the blue '+' a new window will appear

      3. Click the down arrow next to 'Select'. Either use the search feature or scroll down until you see the field you want to select.


      4. Click Next

      5. You will then be prompted to select optional modifiers. Click 'Save' if you wish to use one, otherwise see the Optional Modifiers section to understand how to use these Modifiers.

       

      6. To remove any source mapping, click the 'x' that appears next to the mapped source field.

      7. Repeat steps 1 through 2 for all of the rows.
      Note: You can map multiple fields to each row or even type in text between two fields. For example, You can map 'job_title' - 'company_name' to the Grip Field 'headline'.

      8. Click 'Next'

      Examples of how Map Feature will help you:

      Scenario: During registration you have asked your attendees for their job titles and wish to have this displayed in the Grip mobile app.

      Data from source: In your source data, the attendee’s job titles are contained in the field 'role'

      How to configure Map Feature: In the row that corresponds to the Grip field 'job_title', type in the word 'role' and ensure that the 'Do Not Import' check box is not checked.


      Recommended next section:
      Modifier: Capitalize the first letter

       

      Modifier: Capitalize the first letter

      Applies to: All Data Sources

      Is this step required? No

      This section will provide steps on how to use the optional modifier 'capitalize the first letter'

      This section assumes that you have already performed the following steps:

      1. Connected your datasource
      2. Selected the source event
      3. Selected source data
      4. Selected filters
      5. Mapped your source data

      When would I use this?

      Modifiers are completely optional and allow you to reconcile the differences in data between your source and Grip or fill in gaps if there are any.

      How do I use this?

      1. Open the 'Apply Optional Modifiers' for the source data you wish to modify. 

      Note: This will automatically appear while mapping our source data or can be opened by click on the pen icon next to the mapped field name.

      2. Click 'Capitalize the first letter'

      Note: To remove this modifier, click on the 'x' or you can click 'Cancel’ and it will remove any changes made since the last save.

      2. Click 'Save'

      Examples of how this filter rule may help you:

      Scenario: Some of your attendees have not capitalized the first letter in their Company name. 

      Data from source: Company name is contained in the field 'exhibitor_name'.

      How to configure Optional Modifier Feature: Mapp 'exhbitor_name' to 'Company Name'. Open the Optional Modifier window and select 'capitalize the first letter.'


      Recommended next section:
      Modifier: Cut and take a portion

      Modifier: Cut and take a portion

      Applies to: All Data sources

      Is this step required? No

      This section will provide steps on how to use the optional modifier 'Cut and take a portion'

      This section assumes that you have already performed the following steps:

      1. Connected your data source
      2. Selected the source event
      3. Selected source data
      4. Selected filters
      5. Mapped your source data

      When would I use this?

      Modifiers are completely optional and allow you to reconcile the differences in data between your source and Grip or fill in gaps if there are any. This optional modifier will search for a value and perform one of the following depending on which option is selected. Below are examples of the different options available.

      e.g. Data: 123XABC; value to search for is X

      Option

      Result

      Cut and take everything after and excluding

      ABC

      Cut and take everything after and including

      XABC

      Cut and take everything before and excluding

      123

      Cut and take everything before and including

      123X

      How do I use this?

      1. Open the 'Apply Optional Modifiers' for the source data you wish to modify. 
      Note: This will automatically appear while mapping our source data or can be opened by click on the pen icon next to the mapped field name.

      2. Click 'Cut and take a portion'

      3. The following window will appear

      4. Click the down arrow next to select and click on the option you wish to use.

      5. In 'Enter a letter or word', type in the value that the modifier should search for.
      Note: Special characters are also supported.

      6. Click 'Confirm'


      Examples of how this filter rule may help you:

      Scenario: You are using discount codes for any exhibitor reps which follow the format <companyname>EXH<uniquevalue> and you want to automatically assign relationships through the integration.

      Data from source: Discount codes are stored in the field 'discount_code' with the structure: <companyname>EXH<uniquevalue>

      How to configure Cut and Take a Portion feature: Map the source field 'discount_code' to the Grip field 'exhibitor_id'. Select the optional modifier 'Cut and take a portion'. Select the option 'Cut and take everything before and including' and for the letter or word type in 'EXH'.

      Scenario: You want to import company names, but remove any trailing ', co.'

      Data from source: Company names are stored in the field 'company_name'. 

      How to configure Cut and Take a Portion feature: Map the source field 'company_name' to the Grip field 'company'. Select the optional modifier 'Cut and take a portion'. Select the option 'Cut and take everything before and excluding' and for the letter or word type ', co.'

      Recommended next section:
      Modifier: Make all letters uppercase

      Modifier: Make all letters uppercase

      Applies to: All Data Sources

      Is this step required? No

      This section will provide steps on how to use the optional modifier 'Make all letters uppercase'

      This section assumes that you have already performed the following steps:

      1. Connected your datasource
      2. Selected the source event
      3. Selected source data
      4. Selected filters
      5. Mapped your source data

      When would I use this?

      Modifiers are completely optional and allow you to reconcile the differences in data between your source and Grip or fill in gaps if there are any.

      e.g. Your attendees have titles like CEO or DR and have not capitalized all of the letters when registering for the event.

      How do I use this?

      1. Open the 'Apply Optional Modifiers' for the source data you wish to modify. 
      Note: This will automatically appear while mapping our source data or can be opened by click on the pen icon next to the mapped field name.

      2. Click 'Make all letters uppercase'

      Note: To remove this modifier, click on the 'x' or you can click 'Cancel’ and it will remove any changes made since the last save.

      3. Click 'Save'

      Examples of how this filter rule may help you:

      Scenario: Your attendees have titles like CEO or DR and have not capitalized all of the letters when registering for the event.

      Data from source: Titles are contained in the source field 'suffix'

      How to configure Optional Modifier Feature: Map 'suffix' to 'last_name'. Open the Optional Modifier window and select 'Make all letters uppercase.'


      Recommended next section:
      Modifier: Replace

       

      Modifier: Replace

      Applies to: All Data Sources

      Is this step required? No

      This section will provide steps on how to use the optional modifier 'Replace'. The modifier Replace lets you change the value in your source data to a new value before importing it into Grip. You can also select to not import specific values. This feature also includes default options if a field is empty, does not match one of previously indicated values, or if the field is missing from the record entirely.

      This section assumes that you have already performed the following steps:

      1. Connected your datasource
      2. Selected the source event
      3. Selected source data
      4. Selected filters
      5. Mapped your source data

      When would I use this?

      Modifiers are completely optional and allow you to reconcile the differences in data between your source and Grip or fill in gaps if there are any.

      1. The source data passes registration questions in a code
      2. You want to use Grip supply and demand CPFs, but the attendee registration data does not match the company registration data..

      How do I use this?


      1. Open the 'Apply Optional Modifiers' for the source data you wish to modify. 

      Note: This will automatically appear while mapping our source data or can be opened by click on the pen icon next to the mapped field name.

      2. Click 'Replace'.

      Note: To remove this modifier, click on the 'x' or you can click 'Cancel’ and it will remove any changes made since the last save.

      3. The following window will open:
      4. Under the 'From' column, type in the value that exists in the source.

      5. Under the 'To' column, type in the value that you would like to see instead, or select 'Do Not Import' if you do not want to import that value into Grip at all.

      6. Under 'Default setting and other options', you have the following options:
        1. If the field is empty
          This covers the condition where there is no value present in the mapped field. The default option is to 'Do Not Import', but if you unclick that option, you can enter in a value and all empty values will be replaced with the enter value before imported into Grip.
        2. If the field does not match anything and is not empty
          This covers the condition where there is a value present in the mapped field, but does not match one of the previously entered values. You can either not import these values, or import them as is.
        3. If the field is missing in a record
          This covers a similar condition as discussed in 'a' above, but this condition instead if the field does not exist for a record at all instead of just being empty. The default option is to 'Do Not Import', but if you unclick that option, you can enter in a value and all empty values will be replaces with the enter value before imported into Grip.



      7. Click 'Confirm'

      Examples of how this filter rule may help you:

      Scenario: The source data passes registration questions in a code.

      Data from source: You asked attendees why they are attending the event and the answers are contained in the field 'demo1'. If they responded that they want to network then the value in 'demo1' is 'A' and if they responded that they want to attend sessions, the  the value in 'dem1' is 'B'.

      How to configure Optional Modifier Feature: Map 'demo1' to a Grip CPF. Select 'replace' as an optional modifier. Configure the Replace optional modifier so that A will be replaced with Networking and B will be replaced with Attend Sessions.

      Scenario: You want to use Grip supply and demand CPFs, but the attendee registration data does not match the company registration data.

      Data from source: The source data contains which products attendees are interested in and one of the options is 'AI technology', This data is contained in the field 'interested'. You want to match this with the company data for products supplied of a value 'AI'.

      How to configure Optional Modifier Feature: Map 'interested' to a Grip CPF. Select 'replace as an optional modifier. Configure the replace modifier so that 'AI Technology' will be replaced with 'AI'.


      Recommended next section:
      Modifier: Trim whitespaces

       

      Modifier: Trim Whitespaces

      Applies to: All Data Sources

      Is this step required? No

      This section will provide steps on how to use the optional modifier 'Trim Whitespaces'. Whitespaces are spaces that are entered in before or after a word or letter instead of appearing in between two words or letters. For example, the value 'Grip ' would be considered to have a whitespace that appears after a word.

      This section assumes that you have already performed the following steps:

      1. Connected your datasource
      2. Selected the source event
      3. Selected source data
      4. Selected filters
      5. Mapped your source data

      When would I use this?

      Modifiers are completely optional and allow you to reconcile the differences in data between your source and Grip or fill in gaps if there are any.

      e.g. You want to add a suffix to the end of your attendees last name, but want to make sure that whitespaces will not cause odd spacing to appear.

      How do I use this?

      1. Open the 'Apply Optional Modifiers' for the source data you wish to modify. 
      Note: This will automatically appear while mapping our source data or can be opened by click on the pen icon next to the mapped field name.

      2. Click 'Trim whitespaces'

      Note:To remove this modifier, click on the 'x' or you can click 'Cancel’ and it will remove any changes made since the last save.

      3. Click 'Save'

      Examples of how this filter rule may help you:

      Scenario: You want to add a suffix to the end of your attendees last name, but want to make sure that whitespaces will not cause odd spacing to appear.

      Data from source: Titles are contained in the source field 'suffix' and last names appear in the source field 'last_name'

      How to configure Optional Modifier Feature: Map 'last_name' to 'last_name'. Open the Optional Modifier window and select 'Trim Whitespaces.' Enter in a space. Map 'suffix' to 'last_name'


      Recommended next section:
      Preview

      Preview

      Applies to: All Data Sources

      Is this step required? Yes

      This section will provide steps on how to use the Preview Feature. The Preview page allows you to look at the first 20 records from the source and confirm that the data imported into Grip will appear as you expect. You will be able to see a side by side preview of your decisions to compare your source data records with your destination data records in Grip.

      This section assumes that you have already performed the following steps:

      1. Connected your datasource
      2. Selected the source event
      3. Selected source data
      4. Selected filters
      5. Mapped your source data
      6. Applied any optional modifiers

      How do I use this?

      1. Compare the first record by using the side by side comparison.
      2. Click 'Next record' or 'Previous record' to toggle through the available records.

      3. If you are happy with the integration, click 'Next'. Otherwise, click 'Previous' to go back to the previous feature pages.

      Recommended next section:
      Import Options

       

      Import Options

      Applies to: All Data Sources

      Is this step required? Yes

      This section will provide steps on how to select the correct import option.
      Data integration is a complex matter; here are some important decisions to take so that you can configure the integration to treat existing data in your event the right way.

      We always recommend that you leave the import option at its recommended setting. However, there may be situations where you may want to pick a different import option.

      1. Add and include new data (Recommended):
        1. If a user has previously attended one of your events, this will add the user to the new event and update their data in the new event and any existing events. This includes the general profiles information or any shared CPFs shared across events.
        2. If the user is already in this event, then no action will be taken.
        3. If the user does not exist in any events, this will add the user based on the source data.
      2. Add but ignore new data
        1. When a profile exists, but not in this particular event, then this will add it to the Grip Event but not modify any existing profile data. i.e. the profile will be added to the event, but any new data imported from the source will not be included.
        2. When a profile is already in the event, then no action will be taken.
        3. If the user does not exist in any events within the application, this will add the user based on the source data.
      3. Add and overwrite
        1. If a user has previously attended one of your events, this will add the user to the new event and update their data in the new event and any existing events. This includes the general profile information and any Custom Profile Field information shared across events.
        2. When the profile already exists on the event, then this will update the profile information based on the data contained in the data source.
        3. If the user does not exist in any events within the application, this will add the user based on the source data.

      This section assumes that you have already performed the following steps:

      1. Connected your data source
      2. Selected the source event
      3. Selected source data
      4. Selected filters
      5. Mapped your source data
      6. Previewed your data

      When would I use this?

      • I am importing new attendees to an event that occurs every year.
      • I am importing new attendees to a new event and I also have engagement hub active all year.
      • I imported attendees to an event and I wish to make changes to their profiles before setting the event live.

      How do I use this?

      1. Select the import option that you would like to use.

      2. Read and accept any additional warning that may appear.

      3. Click 'Next'

      Examples of how the Import Options may help you:

      Scenario: I am importing new attendees to an event that occurs every year.

      Data from source: The native integration has been configured and contains some of the same CPFs from the previous year that the event was held. The attendees have updated their information in the registration form and I want it to be reflected in the new event.

      How to configure Import option: Select the option 'Add and include new data'

      Scenario: I am importing new attendees to a new event and I also have an engagement hub active all year.

      Data from source: the native integration has been configured and contains the same profile information from the engagement hub. Attendees in the engagement hub will also be attending this event. Attendees have updated their profile in the engagement hub, but not the source data.

      How to configure import option: Select the option 'Add and ignore new data'

      Scenario: I imported attendees to an event and I wish to make changes to their profiles before setting the event live.

      Data from source: The native integration previously ran and imported attendees into the event. I changed some mapping in the integration based on feedback from my team.

      How to configure import option: Select the option 'Add and overwrite'


      Recommended next section:
      Schedule and Run

       

      Schedule and Run

      Applies to: All Data Sources

      Is this step required? Yes

      This section will provide steps on how to Schedule and run your native integration.

      There are three options for when the integration will run:
      1. Do not Run: This saves the integration and does not run it.
      2. Run once at some time in the future: The integration will run once at the imputed time.
      3. On Repeat: The integration will run on the selected internal until requested to be stopped.

      Please note:

      • Availability of recurring schedules is subject to licence plans and Schedules cannot exceed a month from when your event ends.
      • You can make as many copies of your integration as you wish but only one of your copies may be active at a time for each pair of event and Grip data type. An active integration is one that is on a schedule (recurring or one-time) or is currently running.

      This section assumes that you have already performed the following steps:

      1. Connected your datasource
      2. Selected the source event
      3. Selected source data
      4. Selected filters
      5. Mapped your source data
      6. Previewed your data
      7. Selected your import option.

      When would I use this?

      1. I want to import data and allow the rest of my team to sign off on the integration.
      2. The integration is complete and I am to continue to import new attendees as them register.
      3. The integration is complete and all data that is needed is in my source.

      How do I use this?

      1. Click the down arrow next to 'Schedule this integration'

      2. Select one of the three options:
        1. Do not run: continue to step 3.
        2. Run once at some time in the future: 
          1. At: Select the date and time you which the integration to run. 
          2. In this timezone: Select the correct timezone for the above date 
        3. Repeat
          1. To run every: Select how often the integration should run
          2. Not before: Select when the integration should start running.
          3. Until: Select when the integration should stop running.
          4. In this timezone: Select the correct timezone of the above dates

      3. Under 'Give your integration a name', type a name for the integration or proceed with the configured integration name.

      4. Click 'Save'. Your integration is now saved. It can be reopened and edited in the future without needing to complete all steps.

      Examples of how a filter rule may help you:

      Scenario: I want to import data and allow the rest of my team to sign off on the integration.

      Data from source: I need additional signoff from my team before the integration can be considered complete and just need some sample data for review.

      How to configure Optional Modifier Feature: Select the schedule and run option to 'Do not Run / On- Demand'

      Scenario: The integration is complete and I am to continue to import new attendees as they register.

      Data from source: The integration has been completed and the whole team has signed on it.

      How to configure Schedule and Run: Select the schedule and run option 'On Repeat'. Ensure that it is not running more often than it takes for one run to complete, as this can cause further delays. Select it to start today and end the day after your event completes.

      Scenario: The integration is complete and all data that is needed is in my source.

      Data from Source: The integration has been completed and the whole team has signed off on it and I do not expect any new registrations.

      How to configure Schedule and Run: Select the schedule and run option 'Run once at some time in the future' and select some time in the future before the event goes live.


      Recommended next section:
      Managing Your Integrations

       

      Managing Your Integrations

      Applies to: All Data Sources

      Is this step required? No

      Change history

      Once on the Main Integration page, you can access the Change History by click on the eye icon.

      Changes made to your integrations are also tracked so that you may identify when and who updated them over time.

      You can also roll back any unwanted changes by selecting the desired version and clicking 'Rollback to this version'. A new version will automatically be created from this point. You can track a rolling total of the last 20 saved versions of each integration.

       

      Note. The schedule of execution is not considered in rollbacks. This means that a rollback of an integration will create a new version of your integration that will not have an active schedule.

      You can also clone an existing integration if you wish to reuse it to integrate with another data type. Cloned integrations will always be created without a schedule attached.

      Logs

      As your integrations run, information about when and how they ran is tracked and made available to you via the dashboard. These are accessible if you click on the History tab.

       




      Logs are kept for each record processed in your run and these can be searched for using the email or registration id of the record.

      Each registration record that is retrieved or sent to Grip will be tracked and the processing outcome of it logged into the integration’s history and detailed logs for up to 30 days (rolling). These are accessible if you click on the 'eye' icon in the History Log, or in the 'Detailed Log' tab.

       

      FAQs

      Data sources

      Q: What data sources can I connect to?

      A:

      Q: I know Grip supports Data Source X, Why can’t I see it?

      A:

      Creating or editing integrations

      Q: Why can’t I see a preview of my source data?

      A: Depending on the method of connection, some data sources may not always provide a preview of records

      Q: Why can’t I make mapping decisions on some Grip fields like 'name'?

      A: The name field is automatically derived from combining our first_name and last_name fields, no additional formatting is required for it.

      Q: Why am I unable to create an integration with a data source?

      A: The data source may be disabled temporarily for new integrations because of maintenance or other technical issues on the provider

      Q: I want to filter my records based on the presence or absence of a specific field. How can I do this?

      A: You can get the same outcome by using the Allowlist or Blocklist filter rule and providing all options. By implication, any record with or without that field present will be caught by your filter.

      Q: I’m integrated with Visit by GES, Why can’t I see partner data?

      A: Visit has two distinct setups for Visitor and Partner data. We have created a data source option for each of these. You should pick the specific data source for your needs.

      Q: Can I combine two source fields into a single destination field?
      A: Absolutely. You can add one or more source fields to any destination field on Grip by clicking on the + button. You can also provide any separator characters, such as commas or spaces, for your fields by typing them in place.

      Q: My source field contains list data, how will it appear in Grip?

      A: If your destination field is a multiple choice Custom Profile Field, then each of your list’s values will become a value in Grip. If your destination field is a freeform or single choice Custom Profile Field, then the list will be converted into a single comma separated value.

      Managing your integrations

      Q: How many versions of my integrations can I track and roll back to?

      A: You can see up to 20 of the latest versions of your integration and roll back to any of them

      Q: Why can’t I run more than one copy of my integration at the same time?

      A: Each data source that Grip connects to has a set limit of how many active integrations are allowed. Exceeding these limits may cause your account on the data source to be suspended.

      Q: What happens when my integration is deleted?

      A: When you delete an integration, we will stop any ongoing integration at the point of deletion. in a safe manner. This means that you may still see updates appear after your deletion as we complete processing of any remaining records in your integration queue.

       

      When you delete your integration, the processing and change history of your integration will also be removed. Existing records processed by your integration in the past will remain available.

      Q: How far back can I look into my integration’s logs?

      A: You can see up to 20 previous saved versions of your integration, up to 20 previous executions (batches), and up to 30 days worth of processing history

      Q: Does Event copying also copy over my integrations?

      A: Yes, when you copy an event, you will also copy over any integrations in that event. However, copied integrations will be set to on-demand and you will have to create a new schedule for them.

      Q: Can I clone my integration to another event?

      A: At present, integration cloning is only possible within the same event. However, integrations are copied over as part of Event Copying.

      Q: How can I pause my scheduled integration?

      A: At present, pausing is not supported. However, you can achieve the same effect by updating your integration to become an on-demand integration and perform a rollback to bring the schedule back.

      Q: Why is my integration disabled?

      A: We may temporarily disable an integration for a number of reasons. For instance, If you have requested support in investigating your integration, or if your data source provider is performing a maintenance event. This is a temporary measure and no other integration settings will be changed without your knowledge.

      Q: I’ve seen my integration run at least once but no record has appeared on Grip. Why is that?

      A: There may be a number of reasons why this may be the case and your processing history logs will help you identify the cause. These are:.

      • Your filter rules may have eliminated these records from being retrieved by Grip
      • Your data source may be experiencing an outage or undergoing maintenance
      • Your import options may have eliminated these records from being processed by Grip
      • Your records are still being processed in your registration queue. We have a first-in-first-out queue for processing data to ensure that your records and any changes that come with them are processed in the correct order

      Q: Can I change my integration configuration if my event is deactivated?

      A: No. You cannot create or amend any integrations for a deactivated event. However, you may delete integrations from it.

      Working with Custom Profile Fields

      Native Integrations supports custom profile field mapping but there are some finer details to be aware of when working with then.

      Freeform custom profile fields

      You can map data to a freeform field just like any other field such as First Name or Job Title. If your source data has multiple values, they will be automatically joined together with a ','.

      Single choice custom profile fields

      You can map data to a single choice field just like any other field such as First Name or Job Title. 

      If your source data has multiple values, they will be automatically joined together with a ',' into a single value. Any previously unknown value will be added to the list of possible values for that custom profile field.

      Multiple choice custom profile fields

      You can map freeform, single choice or multiple choice data to a multiple choice field.

      Any previously unknown value will be added to the list of possible values for that custom profile field. Native Integrations does not follow any user minimum or maximum value requirements for a multiple choice field. For example, you may map a source data field of just one value to a destination field even if the destination field requires a user to pick at least two values.

      Parent-child custom profile fields

      You can map data to a parent-child field by using the special characters '>>' between source fields. For example, if your source fields are 'Room' and 'Category' with values that look like this:

      • Room: Kitchen
        • Category: Utensils
        • Category: Cookware
        • Category: Small Appliances
      • Room: Bathroom
        • Category: Storage
        • Category: Fittings
        • Category: Toiletries

      Then your source field mapping should look like this: Room>>Category and your sample records will be presented in the preview page to you with values like 'Kitchen>>Cookware' or 'Bathroom>>Storage'.

      Any new child levels that have not been defined for the parent-child field will be created (as inactive values) with generic names like 'level 4' or 'level 6'.

      Links custom profile fields

      You can map links from your source data to Link type custom profile fields. However, we do not currently support the ability to name your links. Links will appear in full without names.

      Multilingual support

      We do not currently have multilingual support for any field.

      Getting Swoogo Credentials

      To connect to Swoogo, you will need to provide the following information in your set up.

      Customer key

      Customer secret

      Q. Where can I find Customer key and secret?

      The Swoogo API doc has the description of getting Customer key and secret.

      https://developer.swoogo.com/#intro Authenticating → Step 1

      Go to My Profile then to API Credentials 

      Getting Visit Credentials

      To connect to Visit, you will need to provide the following information in your set up.

      API Key

      Q. Where can I find API Key?

      By following the help link: https://api.Visitcloud.com/console/gettingstarted/#faq, you can get the API Key (see details there)

      After getting the API Key, you need to encode it with any base64 encoder. 

      Getting Cvent Credentials

      To connect to Cvent, you will need to provide the following information in your set up.

      Client ID

      Client Secret

      Q. Where can I find Client ID and Secret?

      The steps for getting credentials is described in this document: https://developers.Cvent.com/doc/event-management/#6820

      After logging in, go to Admin page and click REST API

      It will navigate to the API platform page. Then click the Manage API access button.

      Create a workplace if you don’t have one

      Invite a developer

      Click the View Invitation button in the email

      Follow the guidance and register a new developer

      Login to the developer portal and you should be able to copy the Client ID and secret

      Getting Grip Credentials

      To connect to Grip, you will need to provide an API Token that is at least App Admin or higher.

      1. Navigate to the event that you wish to extract data from in the Grip Dashboard and select 'App Settings'