A Native Integration between Visit by GES and Grip is available for Attendee and Partner data
In this guide we will cover :
If you have already set up a successful connection within the Grip dashboard, and are ready to complete the integration, we recommend reading the primary Native Integration guide.
Getting Visit Credentials
To connect to Visit by GES, you will need to provide the following information in your set up:
- API key
- Whitelist Grips IP addresses
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. We recommend using Google Toolbox for Base64 Encoding
Q. Why do I need to whitelist IP addresses?
Some registration providers, including Visit by GES require you add IP addresses that are being used for an integration to an allowlist, this is for security reasons. Below are the 3 IP addresses that Grip use, that you will need to whitelist.
52.18.247.78
34.253.163.181
34.243.38.165
Connect Visit by GES
This section will provide steps on how to connect to Visit by GES. This section assumes that you have already configured API access, have credentials ready, and have whiltelisted Grips IP addresses.
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. The block will depend on what type of data you want to import from Visit. If you want to import both, separate integrations will need to be set up.
-
- To extract Attendee details, select Visit by GES.
- 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. Remember, this needs to be Base64 encoded and Grips IP addresses should be whiltelisted, otherwise you will see an error in connecting,
3. Click Next
The 'Select source event' page will now appear. Next to 'Source event', click the down arrow. Select the event to import data from. You can use the built in search function to find the event by name.
4. Once the correct event is selected click the “Next” button. Note: Only one event can be selected at a time.
5. Selecting the source data. Click the down arrow next to “Select data type(s)”. This will present a list of the different Registrant types in your Visit Event. Select which types you want to import, and identify which type in Grip this should be directed too.
Note: Multiple Registrant types can be selected, however they can only be imported to one data type in Grip. If you require multiple types, each will need its own integration.
6. Under the section 'Only retrieve records that were created within the following period', select one of the two options:
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- '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.
- From the earliest possible period offered, this will import all records from the earliest time that Visit by GES offers (this may be from the time of registration opening).
7. This has now connected the Visit Event to the Grip event, click next and move onto filtering and data mapping.
Recommended next steps :
Pointers
Pointer type: Revision
Pointer during preview (Filtering, Mapping, Preview): Yes
Check on creation time or update time: N/A
Data type filtering: No
Time window filtering: No