Map Auto-Generated Data from Accelevents to Salesforce
After connecting the Accelevents-Salesforce integration, you can map fields to import data you collected from your event's order form to Salesforce.
In this article, you'll learn how to export auto-generated data from Accelevents, such as the order number, ticket name, ticket number, ticket status, attendee QR code, discount codes and access codes, paid amount, and the tracking link used to purchase the ticket by mapping these fields in the Salesforce Integration.
Auto-Generated Accelevents Data
In the field mapping section in Settings > Integrations > Salesforce Configure, we learned that you could search for the order form fields from the dropdown. The auto-generated fields should also appear in the Accelevents Fields column.
Accelevents Field Name | Data |
Order ID | This is the order number in Accelevents.
This should be mapped to a number field in Salesforce. |
Ticket ID | This field will show the ticket number.
This should be mapped to a number field in Salesforce. |
Barcode ID | This is the Attendee QR Code. It will appear as an alpha-numeric code.
This should be mapped to a text field in Salesforce. |
Ticket Type | This is the Ticket Name in Accelevents.
This should be mapped to a text field in Salesforce. |
Tracking Link | This is the tracking link name. This field will populate if a tracking was used to purchase the ticket.
This should be mapped to a text field in Salesforce. |
Ticket Status | This is the ticket status. This field will populate, indicating the status of the order.
This should be mapped to a text field in Salesforce. |
Coupon Code | This is the discount code. This field will populate if a discount code was used to purchase a ticket.
This should be mapped to a text field in Salesforce. |
Access Code | This is the access code. This field will populate if an access code is used to unhide the purchased ticket.
This should be mapped to a text field in Salesforce. |
Paid Amount | This is the paid amount. This field will populate the amount paid at the time of ticket purchase.
This should be mapped to a text or number field in Salesforce. |
Step 1: Create Salesforce Fields
When mapping, you must select a Salesforce property field to import the data to the designated property. You'll need to create matching contact or lead fields in Salesforce, as these are not default Salesforce fields.
Login to your Salesforce account and go to the Object Manager
Look for Lead or Contact in the search field, depending on your integration setup.
Select Fields & Relationships
Click New
Step 2: Map the fields
After you create the property fields in Salesforce, you can refresh your admin console to see the properties from the dropdown. Select the matching fields, then click Save.
Test the Auto-Generated Mapping
Sign up for the event using a tracking link, access, and discount code. Check the lead or contact in Salesforce to see if the data auto-populated for the fields you added.
Ticket Name Update
If a ticket exchange is done, the ticket name in Salesforce will only update if a "push" is done. To push the new ticket name in Salesforce, you'll need to do at least one of these actions:
Check in the attendee
Open the ticket holder information and click update
Other Notes:
The QR image will not show in Salesforce. Instead, the QR code will be converted to a Barcode ID.
Both tickets and add-on purchases can be synced with Salesforce. You must ensure the toggle to "Create a new contact or lead for every ticket holder" is turned on.