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Cvent

Overview

Our Cvent Integration allows your Meetings and Events setup by Cvent to be imported into your iMIS database. In our initial phase, this consists of creating meeting and functions Activity records for your members. It also features determining which members are allowed to register for specifics events in Cvent using an Intelligent Query Architect (IQA) configured from iMIS. This includes a Single Sign On process to enable authenticated users from your association website to register for a Cvent meeting.

We have worked in conjunction with Cvent to provide you and your customers with a seamless integration. Our CSI Cloud application acts as the middleware that ties these two systems together, Cvent and iMIS. It is a cloud-based architecture facilitating the control over the integration setup and offering great flexibility.

Requirements

  1. iMIS

    • ASI Scheduler Endpoint

      • iMIS version 2017, iMIS EMS Enterprise, and iMIS EMS Professional

      • Enable access to the CSI Cloud API endpoint. Instructions for this are available in the Environment Setup article.

    • IQA

      • Associated with each event

      • Must accept optionally as parameters either an iMIS ID or an Email Address

      • Columns name will be used to match a registrant field information in Cvent

    • Association's Website

      • For example: either RiSE or Public View

      • Requires installation of widget, either iPart or Web User Control

    It is highly recommended to limit external network access to your REST API endpoint. For this reason, we suggest using a whitelist to control who can access those services.


  2. Cvent

    • Staff User Account

      • Enables event registration setup

      • Enables CSI Cloud Cvent integration configuration

        • Need to setup webhook endpoint and access token key

    • API Credentials – provided by Cvent

      • To be entered and used by CSI Cloud Cvent middleware

  3. CSI Cloud

    • Cloud ID – provided by CSI

      • Enables access to the CSI Cloud middleware

      • Please contact us for additional information


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