We're adding a more flexible way to map attendees into groups within the Cvent integration. Earlier, group mapping was based on Registration Type. Now, you can also use Cvent's Audience Segments — giving you finer-grained control over how attendees are grouped in your Swapcard event.

✅  What's Changing

The existing Registration Type mapping remains fully available. The new Audience Segment option adds an alternative grouping method for events where Registration Type alone is not granular enough.

Audience Segments in Cvent allow organisers to group attendees based on packages, session selections, or other flexible criteria — independently of how they registered. With this update, those segments can drive group assignment directly in Swapcard.

✅  How It Works

When Audience Segment mapping is enabled, the sync will:

• Fetch all Audience Segments defined for the event from Cvent.
• Retrieve the attendees associated with each segment to build the segment-to-attendee mapping.
• Cross-reference with the full attendee list to combine segment membership with profile data in a single import.

Each attendee is then assigned to the corresponding Swapcard group based on their Audience Segment — in addition to, or instead of, their Registration Type.

💡 Why This Matters

With this enhancement, you can:

• Group attendees more accurately using the same segments already defined in Cvent, without duplicating configuration in Swapcard.
• Reduce manual work by eliminating the need to manually assign attendees to additional groups after import.
• Support complex event structures where a single Registration Type spans multiple attendee profiles or access levels.

We're excited to share a preview of our upcoming iMIS integration — connecting your iMIS membership data directly into Swapcard Studio to automatically import your event registrants as attendees.

✅  Simple Authentication

Connect your iMIS account by providing:

• Username & Password — your iMIS credentials
• Host — your organisation's iMIS domain
• Instant Query name — the configured query that returns your registrant list

Swapcard validates your credentials on entry and alerts you if anything needs adjusting.

✅  Sync Registrants as Attendees

The integration reads your iMIS Instant Query and imports each registrant record as a Swapcard Person. Standard fields include name, email, company, and registration status — and any additional columns your iMIS administrator adds to the query automatically become available for mapping.

✅  Optional OpenWater Profile Enrichment

If you also use OpenWater, you can provide OpenWater credentials alongside your iMIS setup. Swapcard will automatically enrich each attendee record with their OpenWater profile data — matched by member ID — adding fields like biography, photo, credentials, and more.

✅  Flexible Field Mapping

Map any iMIS query field — or OpenWater profile field — to standard Swapcard fields or your own custom fields, giving you full control over how registrant data populates your event app.

💡 Why This Matters

With this new integration, you can:

• Save time by eliminating manual CSV exports from iMIS and uploads into Swapcard.
• Ensure accuracy by syncing your authoritative membership and registration data directly from iMIS.
• Enrich attendee profiles by combining iMIS registration data with OpenWater speaker profiles in a single automated flow.

We're excited to announce a new integration that connects OpenWater directly into Swapcard Studio — enabling you to automatically import Sessions, Speakers, and Applicants from your OpenWater program into your event.

✅  Simple Authentication

Connect your OpenWater account by providing three credentials:

• Client Key — your OpenWater domain
• API Key — your OpenWater API secret
• Program ID — the numeric ID of the program to sync

Once entered, Swapcard validates your credentials immediately and alerts you if anything needs adjusting.

✅  Sync Sessions, Speakers & Applicants

The integration supports five object types — each independently toggleable:

• Sessions — scheduled conference slots, imported as Swapcard Sessions
• Applications — accepted submissions assigned to sessions, also imported as Swapcard Sessions
• Documents — speaker file uploads (slides, agendas) auto-imported with Applications
• Speakers — presenters and organizers listed in submissions, imported as Persons linked to their sessions
• Applicants — the OpenWater account holders who submitted proposals, imported as Persons

✅  Flexible Field Mapping & Import Filters

For each object, you can map both standard fields and dynamic fields sourced from your OpenWater form templates — including custom submission fields, round data, and speaker table columns.

Import filters let you control exactly which records come through — filter by session type, category, submission status, or any custom field value.

💡 Why This Matters

With this new integration, you can:

• Save time by eliminating manual exports from OpenWater and CSV uploads into Swapcard.
• Ensure accuracy by keeping your event app in sync with the accepted program directly from the source.
• Go live faster by automatically populating sessions, speakers, and profiles as soon as submissions are accepted and scheduled in OpenWater.

What's New?

We're excited to announce enhanced filtering capabilities for integration imports in Swapcard Studio. You can now apply advanced, multi-level filters directly from the frontend when importing People, Exhibitors, and Sessions from your integrated systems.

Key Highlights

• Visual Filter Builder: Create complex filter conditions with an intuitive interface
• Multi-Level Nesting: Combine multiple conditions using AND/OR logic
• Extended Object Support: Now available for People, Exhibitors, and Sessions
• Rich Operator Set: Use IS, IS NOT, CONTAINS, DOES NOT CONTAIN, LESS THAN, GREATER THAN operators
• Visual Filter Indicators: Easily identify which objects have active filters applied
• Seamless Migration: Existing backend filters now visible and editable in Studio

🔐 What's Changed?

Before

• Filter configuration was only available through backend settings
• Limited to People and Exhibitors objects
• Required technical support for complex filtering logic
• No visual indication of applied filters

After

• Self-Service Filtering: Configure complex filters directly in Studio's Integration mappings
• Sessions Support: Filter logic now extends to Sessions objects
• Visual Filter Management:
  • Filter icon appears next to each object
  • Red dot indicator shows when filters are active
• Advanced Logic: Create nested condition groups with flexible AND/OR combinations
• Complete Transparency: Previously configured backend filters are now migrated and visible in Studio

Exhibitor can now plug their in-house or third-party lead capture (e.g., CRM-connected tools like Captello) directly into Swapcard. Scan a badge with your system, send the exhibitor ID + event ID + badge code within the Exhibitor API, and Swapcard creates the connection just like a scan in the Swapcard app, then returns the attendee’s contact details for instant routing.

Why exhibitors care

• One scanner, every event: Standardize across organizers and apps without changing your booth workflow.
• Speed to lead: Push contacts straight to your CRM, scoring, email sequences, or meeting tools.
• Consistent reporting: Every scan still creates a Swapcard-native connection for event analytics.
• Less training, fewer errors: Keep the tools your team already knows while preserving data quality.

What it does

• Mirrors Swapcard scans: The API behaves the same way as scanning a badge in the Swapcard Lead Capture app.
• Permission-aware: Only works when Lead Capture is enabled for your exhibitor in that event.
• Immediate contact data: Returns the attendee details you’d normally access via Swapcard.

How it fits your flow

1. Exhibitor member scans a badge with their existing lead tool.
2. Swapcard checks the Lead Capture permission for that event.
3. A connection is created in Swapcard for reporting and follow-up.
4. You receive the attendee’s contact details to route into your CRM or booking system.

Governance & privacy

• Respects the event’s Lead Capture settings and data policies.
• Follows the same rules, duplicate handling, and consent logic as the Swapcard app.
• Exhibitor remain responsible for managing PII within your connected systems.

Who benefits

• Multi-event brands standardizing a single capture process.
• Teams with deep CRM workflows that require instant, automated lead routing.

Getting started

• Ensure Lead Capture and Leads API are enabled for the exhibitor in the target event.
• Ask your technical team to connect your lead tool using the Exhibitor API (implementation details are in the developer portal).
• Test on a staging event, align CRM field mapping, and brief booth staff on the updated flow.

We’re excited to announce a powerful new way to connect your Salesforce data directly into Swapcard Studio to import People and Exhibitors! With our Salesforce self-serve 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.