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New Service Integrations Follow

Pathable integrates with dozens of ticketing and registration services, AMSs, CRMs and other types of third-party databases. See our article on Existing Service Integrations for more information.
 
However, if your specific service is not already included, our development team can generally add support, assuming that the service you would like us to integrate with has an API (that is, a means for our servers to call into their servers and automatically retrieve the information).
 
There are three types of data that Pathable can import from your system:

  • People: Attendees, speakers, exhibit staff, etc.

  • Agenda: The sessions that appear on your agenda, as well as pre-scheduled private meetings, as well as information about who is registered for those sessions

  • Exhibiting / Sponsoring companies: Information about companies represented at your event, including their staff (as referenced by the People import referenced above)

You don't have to use all three integration types, most of our clients only import people and then use our CSV importer or dashboard interface to add the agenda and exhibiting/sponsoring organizations.
 
Pathable also has the ability to "push back" data about your attendee's activities into your service in real-time. For example, you may wish to track when people watch specific webinars or which exhibit booths they visited. Pathable can be configured to write this information to your service automatically.

All integrations, once built, can be re-used across future events without additional cost or development work. The first step in turning on an integration on any given event will be selecting the integration you wish to connect in Data Import->Import Jobs on your admin dashboard. After that, the importer runs automatically hourly until 2 days before the event starts, and then increases to every 20 minutes until 1 day after the event end date, adding new user accounts and updating existing user accounts, depending on the choices you made during configuration.
 

New Integrations

If you would like Pathable to add a new integration for you, you'll be asked to provide:
  • API documentation from your provider
  • Credentials (e.g., user name and password, API Key) for your service provider's account to be used by our development team for testing
  • Information about where to find the data in the provider's database (sometimes this is obvious and you don't need to provide it, but with products like Salesforce, where they can be configured in custom ways, we need to know where you have put your data)
  • The fields you are interested in collecting and/or passing back (see below)
The base cost for adding a new integration (i.e., a service Pathable does not already support) is $3,500, which covers the basics of building the integration and importing one data type (e.g., "People". Additional data types (e.g., session information) are $1,200 each, and adding "push back" functionality is an additional $1,200. 

If it's necessary to change an existing service integration, the work needs to be estimated and the base cost will is $200 / hour of development, for example: adding new fields, change a current mapped field, extending the functionality in some way.

People

The most common people fields we import are:

  • Unique ID
  • First Name
  • Last Name
  • Email Address
  • Company Name
  • Job Title
  • Registration status

For registration status, please be sure to let us know the values we should be looking for to either include, exclude or remove attendees automatically. For example, if "registration status" is "canceled", should we remove that person from the site automatically? Should we wait until "registration status" is "paid" to import them?

Other fields we often have people ask us to import include:

  • Phone number
  • Ticket Type (e.g., "one day pass")
  • Membership level
  • Profile questions specific to your event (e.g., "What do you hope to learn?")

Agenda

The most common agenda fields we import are:

  • Session Name
  • Start Time
  • End Time
  • Description
  • Track
  • Speakers (referenced either by email address or the "unique ID" created in the People import above)
  • CEU Credits
  • Keywords

When writing data back to your provider, the most common agenda-related fields are:

  • Who registered
  • When each person started watching a session
  • When each person stopped watching a session

If you wish us to write this data back, please provide information about where in your database schema you would like this information stored.

 

Organizations

Organizations are generally companies that are exhibiting at / sponsoring your event. The most common organization-related fields we import are:

  • Company Name
  • Description
  • Sponsorship level
  • An Internet-accessible link to the company's logo
  • Company staff (referenced either by email address or the "unique ID" created in the People import above)
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