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5 months ago

Integrations: Advanced data import options for group mapping and field overwrite and case format control

Managing data imports with precision is key to seamless event organization. To simplify this process, Swapcard introduces advanced Group Mapping and Data Customization options for Integrations, giving you greater control over participant and exhibitor data imported from third-party tools.

Key Features

1. Dynamic Group Mapping

Assign participants or exhibitors to specific groups by mapping field values from your integration data. This enables precise group assignments based on criteria such as registration type, ticket category, or other field values.

  • Select "Multiple Groups" to enable this feature.
  • Configure mappings by choosing a field, applying an operator (e.g., is, is not, greater than), and setting the target group.
  • Add as many mappings as needed, with the option to set a default group for unmatched records.


2. Flexible Data Overwriting and Case Formatting

Fine-tune how field data is imported and updated with custom settings:

  • Case Format Options: Ensure field values are formatted to fit your needs with choices like original case, UPPERCASE, lowercase, and capitalization options.
  • Overwriting Rules: Control whether imported data replaces existing values during record creation or updates.

Custom configurations for fields are clearly marked with an indicator for easy tracking.

Benefits

  • Streamlined Data Management: Automate group assignments and maintain consistent data formatting across integrations.
  • Improved Flexibility: Adapt import settings to align with your event’s organizational needs.
  • Data Integrity: Prevent unwanted overwrites and ensure accurate records for participants and exhibitors.


How to Use

  1. Go to Swapcard Studio and select your event.
  2. Navigate to Integrations and open the relevant third-party integration.
    1. Group mapping
      • Choose Multiple Groups under Swapcard Groups, then click Group Mappings.
      • Set up dynamic group assignments by defining fields, operators, and values. Add as many mappings as required, and specify a default group for unmatched data.
    2. Data customization 
      • Click the settings ⚙️ icon in field mappings to configure case formats and overwrite rules for each field that is mapped.


Learn more how to implement Group Mappings and Field settings within our Help Center.


These new options provide unparalleled flexibility in managing your data imports, helping you tailor every aspect of your integrations to suit your event's requirements.