Eventsforce Classic ➔ Engagefully
- Source System
- Eventsforce
- Destination System
- Engagefully
- Version
- 2.1.2024.11051
Description
Imports sessions, abstracts, speakers, and registrants from Eventsforce into Engagefully.
- Abstracts may be imported either as subsessions or as custom items.
- Abstract content, files and/or papers may be imported as resources.
- Registrant import may be limited by paid status.
- Registrant custom data may be mapped to lead custom fields.
- Registrant event roles may be populated based on registrant category, booked days, and/or marketing code.
Mapping Information
| Eventsforce | Engagefully | Notes | |
|---|---|---|---|
| Session | ➔ | Session | |
| EFC-SSN- + SessionId | ➔ | ExternalKey | |
| SessionName | ➔ | Name | |
| SessionStartDateTime | ➔ | StartTime | |
| SessionEndDateTime | ➔ | EndTime | |
| SessionSummary | ➔ | Description | |
| LocationName | ➔ | Location | |
| LiveVideoUrl or RecordedVideoUrl | ➔ | VideoContent.Link | |
| Labels | ➔ | Tags | |
| Session.Presenter | ➔ | Speaker | |
| EFC-SPK- + PersonId | ➔ | ExternalKey | |
| FirstName | ➔ | FirstName | |
| LastName | ➔ | LastName | |
| JobTitle | ➔ | Title | |
| Company | ➔ | Company | |
| Biography | ➔ | Description | |
| ➔ | Can be disabled in configuration | ||
| PictureUrl | ➔ | PhotoUrl | |
| Attendee | ➔ | Registrant | May be filtered by paid status |
| EFC-REG- + PersonId | ➔ | ExternalKey | |
| (CustomData[key] or CustomRegistrationData[key]) FirstName | ➔ | FirstName | First name can be prefixed from custom data. |
| LastName | ➔ | LastName | |
| ➔ | |||
| JobTitle | ➔ | Title | |
| Company or CustomData[key] or CustomRegistrationData[key] | ➔ | Company | Company by default, but the value can be overriden by custom data when configured and where available. |
| PictureUrl | ➔ | PhotoUrl | |
| CustomData[key] or CustomRegistrationData[key] or Category | ➔ | Directory Custom1 | Configurable |
| CustomData[key] or CustomRegistrationData[key] | ➔ | Directory Custom2 | Configurable |
| CustomData[key] or CustomRegistrationData[key] or matching Speaker External Key | ➔ | LeadCustom1 | Configurable. For matching Speakers, the speaker is matched by email. |
| CustomData[key] or CustomRegistrationData[key] | ➔ | LeadCustom2 | Configurable |
| EFC-RC- + Category | ➔ | EventRole.ExternalKey | replace all spaces with underscores; maximum external key length is 50 characters |
| EFC-BD- + BookedDays.DayId | ➔ | EventRole.ExternalKey | |
| EFC-MC- + MarketingCode | ➔ | EventRole.ExternalKey | replace all spaces with underscores; maximum external key length is 50 characters |
| Abstract | ➔ | (Sub-)Session | Abstracts may be uploaded as sub-sessions or custom items. Abstracts uploaded as sub-sessions must include the start and end times. |
| EFC-ABS- + AbstractId | ➔ | ExternalKey | |
| ReferenceNumber + Title | ➔ | Name | |
| PresentationStartDateTime | ➔ | StartTime | |
| PresentationEndDateTime | ➔ | EndTime | |
| MainAuthor + PresentingAuthor + CoAuthors | ➔ | Description | |
| Topic | ➔ | Tag | |
| Abstract | ➔ | Custom Item | Abstracts may be mapped to a custom list based on the abstract presentation method. |
| EFC-ABS- + AbstractId | ➔ | ExternalKey | |
| ReferenceNumber + Title | ➔ | Name | |
| MainAuthor + PresentingAuthor + CoAuthors | ➔ | Description (AboutContent) | |
| PresentingAuthor|None | ➔ | Custom1 | Configurable to Presenting Author or None. |
| Topic | ➔ | Tag | |
| PresentationStartDateTime | ➔ | StartTime | If the custom list is defined to have a date, this field will be required. |
| PresentationEndDateTime | ➔ | EndTime | If the custom list is defined to have a date range, this field will be required. |
| Abstract.PresentingAuthor | ➔ | Speaker | |
| EFC-SPK- + PersonId | ➔ | ExternalKey | |
| FirstName | ➔ | FirstName | |
| LastName | ➔ | LastName | |
| JobTitle | ➔ | Title | |
| Company | ➔ | Company | |
| ➔ | Can be disabled in configuration | ||
| PictureUrl | ➔ | PhotoUrl | |
| Abstract.AbstractContentUrl | ➔ | Resource | |
| Abstract.UploadedAbstractFileUrls | ➔ | Resource | |
| Abstract.UploadedAbstractPaperUrls | ➔ | Resource | |