CTI cOASIS (ISPOR) ➔ Engagefully

Source System
cOASIS
Destination System
Engagefully
Version
1.2.2026.4240

Description

Imports sessions, speakers, research custom items, and resources (media/PDF handouts) from CTI cOASIS (ISPOR) into Engagefully for ISPOR

Mapping Information

cOASIS Engagefully Notes
Session Report Session
Session.ID ExternalKey
Session.Number + Session.Title Name Session number is prepended and space-separted when present. HTML entities are decoded.
Session.StartDateTime StartTime
Session.EndDateTime EndTime
Session.Location Location
SessionExtraData.EducationalSymposiumDescription OR SessionExtraData.ExhibitHallTheaterDescription OR SessionExtraData.ForumsDescription OR SessionExtraData.IssuePanelDescription OR SessionExtraData.OtherBreakoutSessionDescription OR SessionExtraData.WorkshopDescription OR Session.Description Description The first field that has content will be used, in the order shown here.
SessionExtraData.SponsorFileAttachment Image Url
SessionExtraData.PrimaryTaxonomy, SessionExtraData.SecondaryTaxonomy, SessionExtraData.TertiaryCategory Taxonomy tag The group name is configurable. The value "Not Applicable" is ignored.
Session.Type Session type tag The group name is configurable
SessionExtraData.ToBeRecorded Session viewing format tag The group name and tag name are configurable. If the value in the API is true, the tag name is the configured value and otherwise not tagged.
SessionExtraData.LevelOfDifficulty Level of difficulty tag The group name is configurable.
 
Author Report Speaker Special sessions (HEOR Impact Cases, Research Podium, Research Posters) will attach Moderators ActivityName only. All import speaker ActivityName.
Author.PersonKey ExternalKey
Author.FirstName FirstName
Author.LastName + Author.Degree LastName If available, degree is separated by a comma and space.
Account.Biography Description
Account.Photo PhotoUrl
Session.ID Related Session
[Author.FirstInstitutionCity], [Author.FirstInstitutionState] [Author.FirstInstitutionCountry] Custom1
[Session.ID]-[Abstract.ControlNumber] Related Research ActivityName is Designation
Author.FirstInstitutionName Company
 
Research Report Research
[Session.ID]-[Abstract.ControlNumber] ExternalKey
Abstract.PresentationNumber + Abstract.Title Name Presentation number is prepended and space-separted when present. HTML entities are decoded.
Session.ID Related Session
Author.PersonKey (derived) Related speaker Author here is from the speaker report and matches Session.ID and Abstract.ControlNumber.
PrimaryAuthor.AuthorBlock + Abstract.Abstract1 Description Content is separated by a line break.
Author.Session.StartDateTime StartTime Author here is from the speaker report and matches Session.ID and Abstract.ControlNumber.
Author.Session.EndDateTime EndTime Author here is from the speaker report and matches Session.ID and Abstract.ControlNumber.
Abstract.PosterBoardNumber Custom1
Topic.Topic1 Taxonomy tag The group name is configurable.
Session.Type Research session type tag The group name is configurable.
ControlExtraData.SpecificDiseasesSpecializedTreatment1 Primary area tag The group name is configurable.
ControlExtraData.TopFivePercent Research finalist tag The group name is configurable and will match the tag value when the API value is "yes" (case insensitive).
Author.Session.StartDateTime Days tag The group name is hardcoded to "Days" and the value will be formatted as Sunday, May 10th, Thursday, May 14th, Monday, May 18th, etc.
 
Media Item Report Resource Media items are checked for a MediaItem.Status value of "Complete".
(derived from MediaItem.OriginalFilename) Name Default is "Handout". For research attachments only, name becomes "Poster" when MediaItem.OriginalFilename contains "poster" (case insensitive). Session attachments remain "Handout".
MediaItem.Key ExternalKey
MediaItem.OriginalFilename (behavior input) Used only to determine whether Name should be "Poster" for research attachments.
MediaItem.Thumbnail location HandoutUrl Value from api has the text ".thumbnail" stripped from the original value.
[Presentation.SessionId]-[Presentation.Control#] ItemRef.ExternalKey (Custom) Used when Presentation.ActivityType is not Speaker/Moderator and related research exists.
[Presentation.SessionId] ItemRef.ExternalKey (Session) Used when Presentation.ActivityType is Speaker/Moderator and related session exists.
 
Summit PDF Resources Resource Similar to Media Items, these are attachments.
Session.Type Name Default is "Handout". Name becomes "Poster" when Session.Type is "Research Posters" and related research exists.
SessionId + ControlNumber ExternalKey With "-pdf" appended for research attachments. Control number is excluded for session attachments.
FileAttachment.FileAttachmentURI HandoutUrl
Session.Type ItemRef.Type "Research Posters" maps to Custom (research) attachment; configured session types map to Session attachment.