Accelevents and Salesforce Field Mapping
In the Accelevents-Salesforce integration, you can export or import the attendee's name and email address. Adding the fields to the mapping configuration can include other order form field answers and registration information in the data transfer.
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.
We can map to these Salesforce 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.
Campaign Member Field Mapping
You can include order form fields to transfer and display within Campaign Member records under Campaigns. In the same configure menu, you'll see a section for Campaign Member Mapping. On the left side, you'll see the order form field and some auto-generated fields, and on the right side are the campaign member fields in Salesforce. Just like mapping to contacts or leads, you must include and enable the order form fields for the ticket holder.
Notes: Accelevents can only map to user-generated campaign member fields. It will not work for default campaign member fields.