We’re excited to announce a powerful new way to connect your Salesforce data directly into Swapcard Studio! With our Salesforce Connector.

✅ Simple Authentication
Securely connect your Salesforce account by filling out a straightforward form with:

• Your Email
• Consumer Key
• Consumer Secret
• Your Hostname 

Once you click Continue, Swapcard instantly validates your credentials, alerting you if anything needs adjusting.

✅ A Dedicated Integration Dashboard
After successful authentication, you’ll unlock the Salesforce integration screen, featuring:

• Mapping: define how Salesforce fields align with Swapcard data.
• Sync configuration
• Logs: monitor integration activity and history.

For quick reference and guidance, you’ll find:

• A Step-by-Step integration guide
• A link to View documentation
• An Enable importing toggle to activate or pause data flow as needed.

💡 Why This Matters

With this new integration, you can:

• Save time by eliminating manual CSV uploads.
• Ensure data accuracy through real-time synchronization.
• Personalize experiences by enriching profiles with up-to-date Salesforce information.

What Are Webhooks?

Webhooks are automated notifications sent from one system to another when specific events occur. Unlike APIs, which require you to pull data manually, webhooks push updates to your system as they happen.

Here’s how they work:

• When an event occurs in Swapcard (like a new person is added), the webhook sends an HTTP POST request to the URL you’ve specified.
• This POST request includes detailed information about the event, which your system can process in real time.
• To ensure security, Swapcard uses HTTPS (encrypted communication) and supports HMAC (Hash-based Message Authentication Code) for message verification.

For example: If you’re using webhooks to monitor updates to your sessions, you’ll receive a notification whenever session data changes, ensuring your system is always up to date.

Why HTTPS Is Important

Webhooks in Swapcard use HTTPS to secure the communication between our servers and your system. HTTPS encrypts the data being transmitted, preventing it from being intercepted or altered by unauthorized parties. This ensures that all information is delivered safely and reliably.

Additionally, Swapcard uses an HMAC hex digest secret to verify that the notifications you receive are authentic. This secret acts as a digital signature, ensuring that messages genuinely come from Swapcard and have not been tampered with.

Key Features:

• Real-Time Notifications: Get updates on People, Exhibitors, and Sessions as soon as changes occur.
• Customizable Setup: Choose the events you want to monitor by configuring webhooks in Swapcard Studio.
• Secure Delivery: Use an HMAC hex digest secret to ensure data authenticity.

How to Configure Webhooks

1. Access Swapcard Studio: Log in to your Swapcard Studio account and navigate to the webhooks settings under the Integration Tab and click on Create a webhook button.
   
2. Create the webhook setup
   • Add a Name: 
   • Select Webhooks Events: Specify which types of events (create or update) for People, Exhibitors, Sessions you want to monitor.
   • Provide a URL: Enter the URL where Swapcard will send webhook notifications. Ensure this URL is prepared to receive and process these updates.
   • Set HMAC hex digest secret:  Add security to the configuration to authenticate the notifications on the webhook URL and keep your data secure.
     
3. Save Your Configuration: Once everything is set, click on create and webhook settings will be saved.
4. Update or delete webhook: The webhook setup can be updated by clicking on the webhook configuration in the studio. This will open a side display where the configuration can be updated or deleted.
   

Benefits of Using Webhooks

• Stay Efficient: Automatically sync updates into your system without manual intervention.
• Enhance Productivity: Keep your teams informed with accurate, real-time data.
• Ensure Accuracy: The HMAC secret ensures every notification is verified and secure.

This feature is designed to empower event organizers, partners, and tech teams by streamlining document management and improving integration capabilities.

What is it?

The Document Creation API enables developers to programmatically upload documents on Swapcard’s secure servers. Whether it's event brochures, schedules or custom user guides, this feature simplifies how documents are integrated into the Swapcard ecosystem.

How Does It Work?

1. Authenticate: Access the API with your developer key.
2. Upload Documents: Send your document in supported formats using a simple API request.

For all documentation related to our api please visit this website :  https://developer.swapcard.com/

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.

A new feature designed to empower organizers with greater control over their event data is available in the Integrations settings of Swapcard Studio. This enhancement allows organizers to download API data streams received from connected third-party systems directly from the platform, facilitating better data management and troubleshooting.

• What’s New?
  Within the Sync Configuration tab of your integrations, there is now a new section labeled Data Streams. This section displays data streams from third-party APIs, categorized by labels such as "Exhibitors," "Sessions," and "Speakers." Each label shows the most recent data sync date and includes a download button, enabling you to access the raw data file with just a click.
• How Does It Help?
  This feature is designed to give you direct access to the data streams, making it easier to debug integration issues with a quickly access to the latest data to identify and resolve discrepancies or errors in real time.

How to Use:

1. Navigate to your event in Swapcard Studio.
2. Go to Integrations and select your third-party integration.
3. Click on the Sync Configuration tab.
4. Locate the Data Streams section to see available data categories.
5. Click the download button next to the relevant data stream (e.g., “Exhibitors,” “Sessions,” “Speakers”) to retrieve the file.

This new capability provides you with greater visibility into your event data, helping you to ensure accuracy and make informed decisions. We are continuously working to enhance the integration experience, and we hope this feature improves how you manage your data within Swapcard.

We're excited to introduce a powerful new feature for Swapcard organizers: the "Instant" trigger on Zapier. This enhancement simplifies the process of exporting new registrants—whether they are attendees signing up through Swapcard’s registration system or new exhibitors—directly into any CRM, including Salesforce, HubSpot, and more.

Key Benefits

• Instant Data Sync: Automatically push people or exhibitor data from Swapcard to your chosen CRM or any Marketing toll as soon as a registration or a change occurs on Swapcard. This immediate synchronization helps keep your attendee an exhibitor lists current and your team well-informed.
• Connect to Thousands of Services: With Zapier acting as a bridge, Swapcard can now connect to thousands of services, opening up extensive possibilities for data integration and automation. Whether it’s email marketing tools, analytics platforms, or customer support suites, the integration ensures that your event data seamlessly flows into the tools that power your operations.
• Data Ownership and Control: We understand that event data is critical and sensitive. This integration is designed with the needs of the event organizer in mind, ensuring that you retain complete control over your registrants' and exhibitors data. Automate the export of this data securely to your systems, maintaining privacy and compliance.
• Efficiency and Accuracy: Reduce manual entry and the errors associated with it. Ensure your CRM and other systems are always up-to-date with the latest registration information, enabling more accurate marketing, sales, and customer service activities.

Getting Started

To take advantage of this new feature, simply access your Zapier account and connect the Swapcard Instant Trigger to your third-party system based on your specific use case.

Final Thoughts

Zapier’s new "Instant" integration is a game-changer for Swapcard organizers seeking to improve operational efficiency and data management. By linking Swapcard with your preferred CRM through Zapier, you gain a powerful toolset to maximize the impact and smooth operation of your events. Step into the future of event management by integrating your event data wherever it’s needed most.

We’re thrilled to unveil a completely revamped UI for the Integrations Manager in Studio, packed with powerful new capabilities designed to enhance your event management experience.

What are Integrations?

Integrations are pre-built API connectors that enable you to seamlessly synchronize data across various platforms, including ticketing, registration, exhibitor management, session scheduling, video hosting, and speaker management. These integrations ensure your event runs smoothly by keeping all your data in sync.

Key Benefits of the New Integrations Manager

1. Streamlined Interface The updated Integrations tab within the Event Builder module now features a clean and intuitive interface. Navigating and managing your integrations has never been easier.

2. Detailed Sync Information Gain comprehensive insights into your data synchronization processes. The new UI provides detailed information on sync data and frequency, allowing you to monitor and control how often your data is updated.

3. Addition of Integration Logs One of the major changes in this revamp is the addition of integration logs. Stay informed with these logs that help you track the performance and status of your data connections. This feature makes it easier to identify and troubleshoot any issues that might arise.

4. Comprehensive Documentation Access extensive documentation directly from the Integrations Manager. Whether you’re setting up a new integration or troubleshooting an existing one, you’ll find all the information you need at your fingertips.

5. Help Center Access Need assistance? The revamped UI offers direct access to our Help Center, ensuring you have all the support you need to manage your integrations effectively.

With these enhancements, you are empowered to independently manage and debug your integrations on the Swapcard platform, providing you with greater control and flexibility.

Explore the new Integrations Manager in Swapcard Studio today and take your event management to the next level! 🚀

For a detailed guide on how to use the new Integrations Manager, visit our Help Center.

Our Google Analytics integration has just gotten even better – it has now been extended to cover the registration process. The best part? No additional actions are required on your end!

Effortless Tracking with Branded Applications

If your event utilizes a branded application and you've already enabled Google Analytics (GA) for your event, you're in for a treat. With our enhanced integration, the GA tracking code will be automatically loaded for the registration page, making tracking a breeze.

Seamless Pageview Registration

Now, every time a participant loads the registration page, a corresponding pageview will be effortlessly registered with GA. This means you'll gain valuable insights into registration trends and user behavior without any extra effort.

How It Works:

1. Use a branded application for your event.
2. Enable Google Analytics for your event.
3. Watch as the GA tracking code is automatically loaded on the registration page.
4. Enjoy seamless pageview registration with Google Analytics.

We're committed to enhancing your event management experience, and this improved Google Analytics integration for registration is just one of the many ways we're striving to make your job easier.

We are excited to announce the integration of CrowdConnected into our floor plan which improves indoor location positioning and allows geofencing.

Enhanced Indoor Navigation:

With Crowd Connected, navigating through complex indoor spaces becomes effortless. Visitors can rely on their mobile devices to access real-time positioning information within the set premises, allowing them to locate points of interest, find the most efficient routes, and save time. This integration ensures that guests can seamlessly explore our space without getting lost or feeling disoriented, ultimately enhancing their overall experience.

Geofencing for Personalized Experiences: Geofencing is a key feature offered by Crowd Connected, which enables the possibility to define virtual boundaries within our floor plan. By creating geofences, we can deliver personalized and context-aware experiences to our visitors. This feature allows organizers to send relevant notifications based on specific locations, geofencing ensures that guests receive tailored information and offerings based on their whereabouts.

Pendo’s integration provides event organizers with great data analytics capabilities. By capturing their attendees’ behavior and interactions within the app, Pendo generates valuable insights into attendees’ preferences, interests, and pain points which will help event organizers iterate with data-driven decisions and create a better user experience. Thanks to Pendo’s advanced features, event organizers can engage with their attendees in an easy and simple way by creating surveys and gathering real-time feedback to capture how attendees feel about their events. They can also create customized onboarding, send in-app notifications, and much more.

ℹ️ This feature is available upon request only. Please contact your account manager for further information and pricing.