CTI cOASIS (ASM) ➔ Engagefully

Source System
cOASIS
Destination System
Engagefully
Version
1.1.2025.7080

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