CTI cOASIS (ASM) ➔ Engagefully

Source System
cOASIS
Destination System
Engagefully
Version
1.0.2025.6111

Description

Imports sessions and speakers from CTI cOASIS into Engagefully for ASM

Mapping Information

cOASIS Engagefully Notes
Sessions and Speakers Report Session
SessionExtraData.SessionProgramStatus, Session.Status, Abstract.ProgramStatus (Import condition) Session will only import if SessionExtraData.SessionProgramStatus is "Accept", Session.Status is "Active", and Abstract.ProgramStatus is "Accepted". Whitespace is trimmed from value prior to comparison.
[Session.ID] ExternalKey
Session.Title Session name
Session.Description Session description Also appends a list of most tags
Session.StartDateTime Session start time
Session.EndDateTime Session end time
Session.Location Session Location
SessionExtraData.PrimaryTrack Tag group Configurable; The tag group will not attempt to import if configuration is empty.
Topic.Topic1 Tag group Configurable; The tag group will not attempt to import if configuration is empty.
Session.Type Tag group Configurable; The tag group will not attempt to import if configuration is empty.
SessionExtraData.CECreditAvailable Tag When the API value is "Yes", the tag will apply. Both tag group and value are configurable; The tag group will not attempt to import if configuration is empty.
SessionExtraData.CuratedItineraries Tag group Configurable; The tag group will not attempt to import if configuration is empty.
 
Sessions and Speakers Report Speaker
PrimaryAuthor.Email (Internal) ExternalKey Email is used to group all speakers and create multiple session references
PrimaryAuthor.FirstName Speaker FirstName
PrimaryAuthor.LastName, PrimaryAuthor.Degree Speaker LastName A speaker's credentials are appended to the last name and comma separated, when available.
PrimaryAuthor.FirstInstitutionName Speaker Company
Session.ID Related session(s) Each author is including within a session in the API report data.
 
Sessions and Speakers Report Custom Content (Subtracks) A custom list that shortcuts to sessions
Topic.Topic1 ExternalKey The value is modified into a simple string for the external key (trimmed, hyphenated, etc.)
Topic.Topic1 Custom item name Only sessions that have this value and imported will be used to create the custom content.
Session.ID Related sessions All sessions matching the Topic.Topic1 will be included as related content
 
Sessions and Speakers Report Custom Content (Science and Industry) A custom list that shortcuts to sessions
SessionExtraData.ISSessionType ExternalKey The value is modified into a simple string for the external key (trimmed, hyphenated, etc.)
SessionExtraData.ISSessionType Custom item name Only sessions that have this value and imported will be used to create the custom content.
Session.ID Related sessions All sessions matching the SessionExtraData.ISSessionType will be included as related content
 
Abstracts Report Custom Content The custom list must be created with a name matching the configuration's value
Abstract.ControlNumber ExternalKey
[Abstract.ControlNumber] - [Abstract.Title] Name
Abstract.Abstract1 + Abstract.Abstract2 + Author.AuthorBlock AboutContent Each section is separated by two line breaks (<br>)
(Session and Speakers Report)SessionExtraData.PrimaryTrack Tag group Inherited from session. Configurable; The tag group will not attempt to import if configuration is empty.
(Session and Speakers Report)Topic.Topic1 Tag group Inherited from session. Configurable; The tag group will not attempt to import if configuration is empty.
(Session and Speakers Report)Session.Type Tag group Inherited from session. Configurable; The tag group will not attempt to import if configuration is empty.
Session.StartDateTime StartTime
Session.EndDateTime EndTime
(Session and Speakers Report)[PrimaryAuthor.FirstName] [PrimaryAuthor.LastName] Custom1 From related session, which shares an Abstract.ControlNumber
(derived) Speaker relationship Each speaker will link to the session. Speakers are separate items in the data with a matching Abstract.ControlNumber
Abstract.ControlNumber Session relationship Will link to the session matching this item's Abstract.ControlNumber