Connect Cvent
Prerequisites:- You are a workspace Administrator.
- You can sign in to Cvent as a planner with the administrator role. Cvent only lets planner administrators authorize an app.
- Your Cvent account is on Cvent’s North America data center. Accounts hosted in Europe can’t connect yet; contact your account team if that’s you.
- Open workspace Settings and go to the Integrations tab.
- Find Cvent and click Connect.
- You’re taken to Cvent. Sign in and approve the access Conversion asks for: reading events, attendees, and contacts.
- You’re returned to Conversion. The card shows Connected once Cvent has answered a test request.
If the connection fails right after approving, the approving user is usually not a planner administrator, or the access Conversion asks for was declined. Try again with an administrator.
Choosing an event
Cvent lists every event in the account, including virtual events and Cvent’s own webinar types. You can connect any of them, but attendance on a field event is a check-in, so a virtual event only shows attendance if you check people in on Cvent. Use a webinar for sessions that should track join times. Search by title needs at least three characters.Registration and attendance
Cvent has no notifications for attendees, so Conversion reads changes on an hourly sync. A registration made on Cvent appears in Conversion within the hour.
Guests of a registrant, meaning plus-ones added under someone else’s registration, are not brought in. Only the primary attendee becomes a member.