Accelevents and Salesforce Field Mapping

Map order form fields to include in the data transfer

Ariane Ramirez avatar
Written by Ariane Ramirez
Updated over a week ago

Accelevents and Salesforce Field Mapping

Aside from exporting or importing the attendee's name and email address in the Accelevents-Salesforce integration, you can also include other order form fields in the data transfer by adding the fields to the mapping configuration.

Important Notes:

  • If you have multiple events, you'll need to set the mapping for each event.

  • Only ticket registrations are synced with Salesforce; add-ons are currently not synced.

  • 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.

  • Mapping should carry over to duplicated events and events created through event templates.

  • If you still need to integrate, follow the steps in this article to set up the Integration to Export Event Data from Accelevents Into Salesforce.

Step 1: Map the Accelevents and Salesforce Fields

Once the Accelevents-Salesforce integration is enabled, you can click the Configure button from Settings > Integrations in your admin console to get to the Configure Salesforce Mapping menu.

By default, only the attendees' names and emails are the fields included in the data transfer. To include more information in the data transfer, you must specify which fields in Accelevents should be synced with fields in Salesforce.

  • Click Add a New Mapping

  • Select the Accelevents field on the left column

  • Select the Salesforce field on the right column

  • Click Save when you're done adding all the field mapping.

The Accelevents Fields dropdown will show all the order form fields, even custom fields. The Salesforce Properties dropdown will show all the fields available for the contact or lead object, depending on your choice during integration setup.

If you can't find a matching Salesforce field for the Accelevents field (e.g., disclaimer or social media links), select any most applicable field or create a new property / field in Salesforce.

Important Note: We can only map to Salesforce fields in text or number format. It will not work if the Salesforce field is a picklist, dropdown, checkbox, etc.

We can map to these HubSpot fields:

  • Text

  • Number

  • Phone

  • Picklist - the values should be identical

  • URL

Step 2: Include the Order Form Fields for the Ticket Holder

The next step to ensure the data will be transferred is to enable the order form fields for the ticket holder.

  • Go to Registration > Order Form

  • Enable Collect both Ticket Buyer and Ticket Holder Information

  • Go to the Ticket Holder tab

  • Enable the toggles for Include and Require for the fields included in the mapping.

Once you have everything in place, you can test if the mappings are working by registering for the event. If you have a Salesforce to Accelevents integration, the data transfer should also work as long as your Salesforce automation flow is published.

Auto-Generated Data Mapping

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.

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