Registration | How to Set Up a Native Integration

Set up a native integration to push or pull participant data into RegistrationTech.

To set up a native integration, follow the steps below:

1. Choose the event from the company dashboard
2. In the left-side navigation, click the down arrow next to Event Overview to expand the menu options
3. Click Integrations
4. Click the New Integration button
5. Choose the application you want to set up an integration with
   • If you can't find the application you need, use Zapier to connect with A2Z Events (see instructions here)
6. Choose to either push or pull data into RegistrationTech
   • Note: Each platform's integration is unique, so you may not be able to push or pull data from all applications
7. Select Participants and click Next
   • Only participant data can be pushed/pulled
8. Choose the unique identifier, which is the field you will be basing the integration on - either Email or External ID
   • A record will be pulled if they have an email/external ID that does not exist, or updated if it does exist
9. Toggle On the Send Welcome Email toggle to automatically send an email once the record is pulled into RegistrationTech
10. Enter in the required credentials for the application
    • This allows the application and RegistrationTech to communicate
    • Refer to the applications "connect your integration" instructions/module to find the required information
11. Click Create
12. Map the external (third-party) and internal (RegistrationTech) fields
    • If email is the unique identifier, it must be mapped
13. Click Apply