Accelevents to Fonteva Integration
Getting more data from your attendees has never been more critical. With our built-in Fonteva integration, you can add attendees from your event and have the data automatically appear in your Salesforce via Fonteva.
Fonteva is an association management system (AMS) built natively on Salesforce. With the Accelevents Fonteva integration, registrations in Accelevents are automatically added as attendee records on your corresponding Fonteva events, so your attendee and event data stay up to date without manual imports.
Because Fonteva runs inside Salesforce, you'll connect using the Salesforce account where Fonteva is installed.
How Does It Work?
When an attendee registers for the event, a new contact record in will be created for that attendee or it will update an existing one with a matching email address.
An auto-generated Fonteva event will be created in Salesforce and it will add a new attendee record under that event. The event and attendee record will be associated to the contact record.
Aside from the attendee first name, last name and email, other information can be included in the import such as their answers in the order form, such as job title and organization, and you can also include other auto-generated information about their order, such as the ticket name, order number, ticket number and more.
The integration can also track whether the attendee has checked in to the event and if their ticket has been canceled or deleted. It can also track other activities done by the attendee such as joining a session, checking out a booth, posting a comment in the lobby feed and more.
Connect the Integration
Go to your Organizer Portal by clicking the Manage Organization found on the bottom left corner of any event admin console.
Go to the Integrations tab and click Connect under Fonteva to begin.
If you're not seeing the Integrations tab, you'll need to access your Enterprise or White Label Dashboard to see the Integrations tab. Click Enterprise Account from the Organizer Portal to take you to your Enterprise or White Label Dashboard, where you should find the Integrations tab.
You can also access the direct Enterprise or White Label Dashboard URL to see the Integrations tab. The URL would look something like this:
A pop-up window will appear, prompting you to log in to your Salesforce account.
⚠️ Important ⚠️
Please ensure that the login credentials used to connect the integration have System Administrator permissions. If the user does not have permission to modify all data or modify metadata, it will cause the integration to break, as the integration requires creating campaign fields.
Click on New Authentication
Name the authentication
Select Production under the Fonteva Instance Type
Click Create.
On the next screen, log in to your Salesforce account.
Click Finish.
After clicking Finish, return to the Integrations tab and wait for the integration to enable. The green button under Fonteva will turn red once enabled and connected.
At this point, you're done setting up your integration, which will apply to all events under the organizer / account you integrated; all new registrations should be automatically added to your Salesforce account.
To see if your integration works, do a test registration and check in Salesforce if the attendee information populated.
Map Order Form Questions
By default, the attendee's Email, First Name, and Last Name are the fields that will be exported from Accelevents to Salesforce. If you want to include other order form answers to be included in the data transfer, you can map those fields in the Configure Fonteva Mapping menu. You can map order form fields to the contact and attendee objects in Salesforce.
Important Note: We can only map to Salesforce fields in text, number, picklist, and URL format. It will not work if the Salesforce field is a date picker, formula, checkbox, etc.
Other Optional Settings
Export Other Auto-Generated Information from the Attendee's Order
Aside from mapping the order form fields, you can also map auto-generated data from the attendee's order, such as the order number or ticket number.
Override the Default Contact Creation Rules
With the Accelevents to Fonteva integration, we have a set of rules and conditions as to when a contact is created or updated and a couple of options to override those rules. You can override the rule that searches for duplicates, and instead it will create new contacts.
Edit the Integration
If you want to edit the existing integration, click Edit from the integrations page, and it will take you back to the step where it asks you to click "New Authentication"
Disconnect the Integration
If you want to uninstall the integration, click the red Disable button, then click the 3 dot menu in the Fonteva tile on the integrations page within Accelevents, then click Uninstall. Once it's disconnected, you can connect a Salesforce account from scratch.
Disable the Integration for a Specific Event
If you don't want a specific event to be integrated, you can open the admin console for that event and navigate to Settings > Integrations. Then, turn off the toggle next to Fonteva.
