CVENT Onboarding Checklist

1. CSI Cloud Environment Setup

Follow this link for instructions on how to get your iMIS REST API to be public facing. (As long as you are on iMIS 2017 or later)

2. CSI Cloud Login

Once you have your REST API URL and have sent this to CSI, CSI will have given you a Cloud ID. Go here to learn more about logging into the CSI Cloud Dashboard. Then navigate here to learn more about setting up your cloud account.

3. CSI / Cvent Integration

This link gives a start guide on how to setup the integration between the CSI Cvent Middleware and Cvent proper.

4. Member Website Integration

To allow members to register from the member website, set up the RiSE iPart if you have a RiSE Member website. If you have a Public View website, or at least a website that will integrate a .NET control, use this link.