How to Set up a Native Integration
Set up a native integration to push or pull participant data into RegistrationTech. To set up a native integration, follow the steps below:
- Choose the event from the company dashboard
- In the left-side navigation, click the down arrow next to Event Overview to expand the menu options
- Click Integrations
- Click the New Integration button
- Choose the application you want to set up an integration with
- If you can't find the application you need, use Zapier to connect with A2Z Events (see instructions here)
- Choose to either push or pull data into RegistrationTech
Each platform's integration is unique, so you may not be able to push or pull data from all applications
- Select Participants and click Next
- Only participant data can be pushed/pulled
- Choose the unique identifier, which is the field you will be basing the integration on - either Email or External ID
- A record will be pulled if they have an email/external ID that does not exist, or updated if it does exist
- Toggle On the Send Welcome Email toggle to automatically send an email once the record is pulled into RegistrationTech
- Enter in the required credentials for the application
- This allows the application and RegistrationTech to communicate
- Refer to the applications "connect your integration" instructions/module to find the required information
- Click Create
- Map the external (third-party) and internal (RegistrationTech) fields
- If email is the unique identifier, it must be mapped
- If email is the unique identifier, it must be mapped
- Click Apply
Related Articles
Edit an Existing Integration
Once an integration has been set up, you are able to edit to ensure it is set up for your event needs. To edit an integration, follow the steps below: Choose the event from the company dashboard In the left-side navigation, click the down arrow next ...Create a Zapier Integration
Zapier allows clients to connect RegistrationTech with over 5,000 other web services. Using automated workflows called Zaps, users can set up powerful integrations in minutes - no coding required. These workflows automate everyday task and connect ...Third Party Credentials Needed for Integration
Different applications required different credentials to integrate with RegistrationTech - learn which credentials are required to integrate third-party services with RegistrationTech. Each third-party integration may require specific API keys or ...Registration Types
Registration types provide registration categories and are necessary to set conditional logic on the registration form. Examples of common registration types are Attendee, Speaker, and Exhibitor. To create registration types, follow the steps below: ...How to Deactivate a Registration Site
Deactivating a registration site will prevent any additional registrations. Choose the event from the company dashboard In the left-side navigation, click the down arrow next to the Registration module to expand the menu options Click Settings In the ...