Set up Cvent Integration

• Dynamics 365

General Settings

Connector Name: Input the name for how your connector will display in the Connector's Settings Window. (Customers will not see this name)

Reminder Email Address: Supply an email address here to notify when the connection expires. GoToWebinar will ask you to re-authenticate your credentials one year after setting up the connection with Click.

Time Range: The Time Range is the time period used for syncing future event data. It is setup by default to 90 days. You can extend the time range to 6, 9, 12 or 18 months.

Default Action for Automatic Lead/Contact Creation: This will determine the default behavior for newly synchronized events and event participations.

• No Action: Only the event and event participation records will be created and leads/contacts will not be generated automatically.
• Create Contact: New registrants will be created as contacts if their email address is not already present in Dynamics.
• Create Lead: New registrants will be created as leads if their email address is not already present in CRM.

The default action can be overridden by the 'Action for Lead/Contact Creation' field on the Event records after they are created.

This field provides the same 3 options and if it is updated on an Event record, then it will be applied to all future syncs for the event and will not be applied retroactively to event participations created before the update.

Fill the Cvent API Connection Information & Ensure Sufficient Scopes Within Cvent 

In order for the connector to work, API access must be turned on in your Cvent account and that API access must be configured with the necessary scopes. If you do not have API access or are unsure how it is configured, please contact your Cvent Account Manager or Cvent Customer Care (1-866-318-4357).

You will need different information and scope configuration for a Cvent (New) connector which uses Cvent's REST API than for a Cvent (Legacy) connector which uses Cvent's legacy SOAP API.

When configuring a Cvent (New) connector you will need the User Email, Client ID, and Client Secret:

User Email: This is the email address for your Cvent user that has access to the Cvent REST API.

Client ID: Request this information from Cvent.

Client Secret: Request this information from Cvent.

Additionally, when using a Cvent (New) connector your Cvent Account's API configuration must include the following scopes:

event/admission-items:read
event/events:read
event/sessions:read
event/attendee-activities:read
event/attendees:read
survey/surveys:read
event/session-attendance:read
event/orders:read

If you are configuring a Cvent (Legacy) connector you will need the Account Name, Cvent API User Name, and Cvent API Password:

Account Name: This is your Cvent Account Name (found within the Cvent Administration Profile page)

Cvent API Username: Request this information from Cvent

Cvent API Password: Request this information from Cvent

Now press Add. 

Once the connection to Cvent is established, the connector will pull Event Records and Event Participations into your environment for webinars from the previous 90 days, and this initial sync will not create leads or contacts. Afterwards, the connector will attempt to update upcoming events within the next 90 days every 60 minutes. Only present and upcoming events will be updated, so past events will not update during this scheduled sync. It is also possible to manually start a sync with the 'Sync Events' button, and please check our article here for more details.

Issues after Initial Setup

After completing the initial setup of your connector, you should begin to see Event records being created within your environment. If these records are not syncing, then you can check the Error Log on the ClickDimensions Settings page to confirm if there may be any issues or errors occurring during the syncing process. If errors start occurring shortly after the initial setup of your connector, then you can try the following checks:

1. Are the errors indicating an issue with accessing your account? If so, then please check if you are still able to log in to your account to ensure that the credentials are correct and to confirm that you are not using a trial account. Trial accounts have restrictions that may prevent our service from being able to properly connect.
    
2. Delete and re-add the connector and then wait for an hour. Sometimes an issue can occur during the initial syncing process and deleting and re-adding the connector will allow us to retry the process. The hour wait time will help ensure that any cached details are cleared and will not affect the connection and also gives the Event records time to try syncing again.