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How to sync Eventbrite data to Salesforce with EventbriteSync

The EventbriteSync app makes it fast and simple to import data from Eventbrite to Salesforce, and you can sync your data in multiple ways to fit your needs. You can run a sync manually at anytime, set up a scheduled sync that will run automatically once a day, set up real-time syncs with webhooks, do a single event sync, and even use “Delta Sync” to only sync data that hasn’t been synced yet. To get started, just head over to the “Eventbrite” tab in Salesforce.

TIP: New to using EventbriteSync? Make sure to eblink{take a look at the documentation=>https://cdn.evbstatic.com/s3-s3/static/images/en_US/my_events/partnerships/eventbritesync/eventbritesync_documentation.pdf target=_blank} before you start using the EventbriteSync app. We also recommend eblink{installing the app in your Salesforce Sandbox=>https://cs52.lightning.force.com/packagingSetupUI/ipLanding.app?apvId=04to00000007We7} to test the sync before using it in production.

PRO TIP: If you're not an experienced Salesforce user, we recommend working with your Salesforce administrator when using the EventbriteSync app.

NOTE: EventbriteSync can only sync data from the administrator Eventbrite account. If you're a eblink{subuser=>https://www.eventbrite.com/support/articleredirect?anum=3210} on an Eventbrite account, you'll want to reach out to the administrator on the main account to import data with EventbriteSync.

1. Go to the Eventbrite page in Salesforce.

The Authenticate button is located in the middle of the screen.
The Authenticate button is located in the middle of the screen.

After you install and authenticate the EventbriteSync app, eblink{log into your Salesforce account=>https://login.salesforce.com/ target=_blank} and go to the Eventbrite page.

NOTE: If you’re an advanced Salesforce user, you can enable the “eblink{Mapping Process=>https://www.eventbrite.com/support/articleredirect?anum=8771}” setting, which takes Eventbrite Records from their custom objects and moves them into the objects that you already use, like Campaigns, Opportunities, and Contacts (or any other Standard or Custom Salesforce Object). Please be advised that as an advanced feature, the Mapping Process can be complex to configure and we can only offer limited support since every custom Salesforce implementation is different.

2. Choose your Import Options.

The Eventbrite Synchronization section is located in the middle of the Eventbrite Config screen in Salesforce.
The Eventbrite Synchronization section is located in the middle of the Eventbrite Config screen in Salesforce.

In the section “Import Options,” you can see your last sync date and define what types of entities, events, and orders you want to import. Ctrl+click/Command+click to select multiple options in the “Import Entities” and “Filter Events” fields: • A: Choose which “Import Entities” are retrieved from Eventbrite.com and created as records in Salesforce here. By default, all are selected. • B: If you prefer to import only Events with certain statuses, use “Filter Events”. By default, all are selected. • C: You can choose between importing “Paid and Free” or “Paid Only” orders under the “Filter Orders” dropdown.

TIP: f you’re an avdanced user or have access to Salesforce developer, you can eblink{map your Eventbrite data to the objects and fields you want in Salesforce=>https://www.eventbrite.com/support/articleredirect?anum=8771}. You don’t need access to the Salesforce Developer Edition, but we recommend that you seek assistance from a Salesforce developer or consultant.

PRO TIP: If you leave the “Single Event Id” field empty, data from all the events associated with your authenticated Eventbrite.com account will be imported. See Step 5 to see how you can enter your eblink{Eventbrite event ID=>https://www.eventbrite.com/support/articleredirect?anum=3328} to only import data from a single Eventbrite event.

NOTE: We recommend that you include the import entity "Order Line Items," because they contain information about your Eventbrite data is related to each other. Even though you might not need it now, passing "Order Line Items" from Salesforce to Eventbrite is a great way to ensure that you can do more with your data later on.

3. Manually sync Eventbrite data to Salesforce.

The Start Sync button is located above the Last Sync Date.
The Start Sync button is located above the Last Sync Date.

By default, a sync won't run until you manually initiate it. To run a sync, hit the "Start Import" button.

NOTE: Once the sync is complete, there's no way to undo the sync and automatically remove the data that was imported. We strongly recommend eblink{testing the sync in your Salesforce Sandbox=>https://cs52.lightning.force.com/packagingSetupUI/ipLanding.app?apvId=04to00000007We7} before importing Eventbrite data in production.

4. Use "Delta Sync" to only import data created or modified since the last sync.

Scheduled Sync is located in the Eventbrite Synchronization section.
Scheduled Sync is located in the Eventbrite Synchronization section.

After an initial import of all your data, you can save time usually spent re-syncing all your data by enabling the "Delta Sync" option to import only data that has been created or changed since the start of your last sync job. You need to select a date in the "Sync Changes Since" field in order for "Delta Sync" to function.

TIP: Check out the eblink{EventbriteSync documentation=>https://cdn.evbstatic.com/s3-s3/static/images/en_US/my_events/partnerships/eventbritesync/eventbritesync_documentation.pdf target=_blank} to learn more.

5. Schedule a sync to automatically run once a day.

To schedule a daily sync, go too "Scheduling," then select "Yes" next to "Recurring." Just use the drop-down menus next to "Daily Sync Time" to decide what time you want your data to be imported each day.

EXAMPLE: Ryan wants to sync his Eventbrite data to Salesforce every day without having to go into the EventbriteSync app and manually press the "Sync" button each time. He schedules a sync to occur once a day at 12:00 a.m.

TIP: If you schedule your syncs, your Eventbrite data will automatically sync to Salesforce once a day at the "Daily Sync Time" you selected. You can turn this off at any time by choosing "No."

6. Sync data from a single event on Eventbrite to Salesforce.

Webhooks is located beneath the Eventbrite Synchronization section.
Webhooks is located beneath the Eventbrite Synchronization section.

You can import data from a specific event rather than all of the events in the authenticated Eventbrite account. To run a single event sync, just enter the eblink{Eventbrite event ID=>https://www.eventbrite.com/support/articleredirect?anum=3328} in the “Single Event Id” field. All the Eventbrite data related to that event will be imported into Salesforce. If you leave the field blank, the data from all the events in your Eventbrite.com will be imported.

7. Enable Webhooks for real-time syncing.

Last Sync Date is located under the Start Sync button.
Last Sync Date is located under the Start Sync button.

With "Webhooks," you can sync Eventbrite Order and Event Status changes to your Salesforce account in real-time. To turn on this feature, first click on eblink{“Show Advanced”=>https://cdn.evbstatic.com/s3-s3/static/images/en_US/my_events/partnerships/eventbritesync/eventbritesync_documentation.pdf target=_blank} and scroll down the page to the "Webhooks" section. If you want to set up an externally accessible URI through Salesforce Sites in your organization, enter the URI in the field next to "Webhook Site URI." Be sure to hit “Save” when you’re done.

TIP: Check out the eblink{EventbriteSync documentation=>https://cdn.evbstatic.com/s3-s3/static/images/en_US/my_events/partnerships/eventbritesync/eventbritesync_documentation.pdf target=_blank} to learn how to set up Salesforce Sites in your organization.

8. Enable Debug Logging

After having clicked on eblink{“Show Advanced”=>https://cdn.evbstatic.com/s3-s3/static/images/en_US/my_events/partnerships/eventbritesync/eventbritesync_documentation.pdf target=_blank}, you’ll also be able to turn on the more advanced “Debug Logging” to help you with troubleshooting eblink{EventbriteSync and Salesforce=>https://www.eventbrite.com/support/articleredirect?anum=8792} On the “Log Level” you can choose between “Error”, which will yield Eventbrite Integration Log records in the event of an import or processing error, and the more granular “Debug” option. Be sure to hit “Save” when you’re done. You’ll be able to access your logs by clicking on the tab “Eventbrite Integration Log” next to “Eventbrite.”

TIP: For more information check out the eblink{EventbriteSync documentation on Debug Logging=>https://cdn.evbstatic.com/s3-s3/static/images/en_US/my_events/partnerships/eventbritesync/eventbritesync_documentation.pdf target=_blank}.

NOTE: Because the debug logging can create a lot of records over time, you can choose how many “Weeks to Retain Logs” from the dropdown menu — any log records older than the number of weeks will automatically be deleted.

9. Check on the status of an ongoing sync.

You can see the status of your import anytime by clicking on “Refresh” in the “Import Results” section.

TIP: Learn more about monitoring the progress of your import in the eblink{EventbriteSync documentation=>https://cdn.evbstatic.com/s3-s3/static/images/en_US/my_events/partnerships/eventbritesync/eventbritesync_documentation.pdf target=_blank}.

PRO TIP: Check out this eblink{troubleshooting article=>https://www.eventbrite.com/support/articleredirect?anum=8792} if you see any errors when using EventbriteSync.

NOTE: Syncs are typically completed within a few minutes, but could take longer depending on how much data you're importing from Eventbrite.

10. View your Eventbrite data in Salesforce.

Your Eventbrite data is now imported to Salesforce and eblink{mapped=>https://www.eventbrite.com/support/articleredirect?anum=8771} to the objects and fields EventbriteSync has set by default, or the ones you chose through the advanced “eblink{Processing Options=>https://www.eventbrite.com/support/articleredirect?anum=8771}". Now you can use all the functionality that Salesforce and its eblink{connected apps=>https://appexchange.salesforce.com/} offer with your eblink{attendee=>https://www.eventbrite.com/support/articleredirect?anum=3505} and eblink{order information=>https://www.eventbrite.com/support/articleredirect?anum=6549}.

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