This connector supports only Provisioning.
The functionalities of this connector enable exporting Accounts, Companies, Contacts, Events, Event Locations, Invoices and Payments from EventPro system. It does not support import in EventPro system.
-
Functionalities
- Prerequisites
- Creating the Connected System
- Using the Connected System for Provisioning
- Lookup Data
Functionalities
Provisioning Integration
Data Format |
Export |
Create |
Modify |
Delete |
Trigger |
---|---|---|---|---|---|
Account | Yes |
No | No | No | No |
Company | Yes | No | No | No | No |
Contact | Yes | No | No | No | No |
Event | Yes | No | No | No | No |
EventLocation | Yes | No | No | No | No |
Invoice | Yes | No | No | No | No |
Payment | Yes | No | No | No | No |
Prerequisites
Ensure that these prerequisites are satisfied:
- EventPro is installed, configured, and running.
In EventPro, API calls are authenticated and authorized using an API Key. The API key should be generated for the Security User in EventPro and have to be provided as the connected system parameter. The security user must be granted the required permission to access the objects before generating the API key. This can be done by assigning security role to the user or by providing security permissions to the user. Once the required permissions are granted, API Key can be generated using the below path.
Take the Navigation path Setup ► Security. Take Users tab to list users.
Double-click the user for which the API Key is to be generated. This will launch Security User Details page. Use Generate Api Key button to generate the API key as shown in the below screen. Copy the value of Api Key text field and set it in the Connected System Details page.
Creating the Connected System in the Admin UI
Log in to Identity Administration and click the Systems tab.
-
On the Connected System View page, click the Add button and select the EventPro connected system from the Type drop-down list. The Connected System Details page displays the default values:
-
Enter the desired information:
Definition Supported Connectors
Displays whether the connected system supports Provisioning only.Type
Select the connected system type.Locale
Select the preferred language (default: English). Locale specific information such as Display Name and Description can be added only while modifying the connected system.Name
The name for this connected system. Note: The name cannot be modified later.Display Name
The display name of the new connected system.Description
The description of the connected system.Associated With
Select how the connector associated with this system will run:- Server (default) - Runs locally on the Provisioning/Identity Server.
- Global Identity Gateway - Runs remotely on a Global Identity Gateway cluster member. Note: Only GIG clusters that have at least one registered and enabled member will display in this list.
- See Using the Global Identity Gateway with Connected Systems for additional information.
Password Reset By
This feature is not available for this connector.Provisioning Option
Select the provisioning option:- Automated (default) - The connected system functions as a normal connected system; there are no restrictions.
- Administrative - The connected system cannot be used as an object in a workflow.
Enable HPAM Support
Select to make the connected system HPAM enabled (default: cleared). Note: This can only be set for systems that support Identity.Connection Information Server URL
The URL of the Crashplan Server. To enable SSL protection, use the HTTPS protocol.Note: This connector uses the Java keystore for SSL communication with the system. See the guide Configuring SSL for additional information about enabling SSL.
API Key
The key generated by EventPro admin to authorize API calls. -
Click the Test Connection button to test the Connection Information:
- If successful, this message will display:
Message: Connection from Provisioning to the connected system was established successfully.
- If unsuccessful, this message will display:
Error: Failed to establish connection from Provisioning to the connected system.
Note: If the connection fails, additional messages may display providing more information regarding the failure, and additional information may be posted to the Provisioning logs. -
System Owner (Optional) Adds or removes users assigned as the owners of the system. Displays the Connected System Owner Search page for selecting users:To select owners of the system, click the System Owner Add button. The Connected System Owner Search page displays
-
To select owners of the system, click the System Owner Add button. The Connected System Owner Search page displays:
-
Select the owners and then click the Select button. The system owner displays under the System Owner section:
The HPAM column indicates whether the system owner is authorized to use the HPAM feature. The Approvers column indicates whether the system owner is an approver in the approval process. The Status column indicates whether the system owner is active.
Note: More than one user can be assigned as an owner.
- To add additional system owners, click the Add button.
-
To select owners of the system, click the System Owner Add button. The Connected System Owner Search page displays:
- On the Connected System Details page, click the Add button to save the configured connected system. The Object Category Association page displays a list of categories that are already associated and/or can be selected to add additional associations to this connected system:
Select one or more available object categories or provide search criteria and click the Search button to find specific categories to select. If there are no available categories to select, proceed to Step 7.
Click the Add Association button to associate the selected object categories to the connected system.
Click the Back button to return to the Connected System View page. The new connected system displays in the list.
See Copying, Modifying, and Deleting Connected Systems for additional information.
Creating the Connected System in the Studio
- Log in to the Workflow and Connectivity Studio and click Connectivity ► Add Systems on the menu bar. The Add Connected Systems window displays.
- Select the EventPro connected system from the Type drop-down list. The default values display.
-
Enter the desired information:
Definition Type
Select the connected system type.Name
The name for this connected system. Note: The name cannot be modified later.Display Name
The display name of the new connected system.Description
The description of the connected system.Supported Connectors
Displays whether the connected system is Identity only, Provisioning only, or both. Only connectors that support Provisioning are available here.Password Reset By This feature is not available for this connector.
Provisioning Option
Select the provisioning option:- Automated (default) - The connected system functions as a normal connected system; there are no restrictions.
- Administrative - The connected system cannot be used as an object in a workflow.
Enable HPAM Support
Select to make the connected system HPAM enabled (default: cleared). Note: This can only be set for systems that support Identity.Connection Information Server URL
The URL of the Crashplan Server. To enable SSL protection, use the HTTPS protocol.
Note: This connector uses the Java keystore for SSL communication with the system. See the guide Configuring SSL for additional information about enabling SSL.API Key
The key generated by EventPro admin to authorize API calls. - Click the Connect button to test the Connection Information:
- If successful, this message displays:
Connection from Studio to the connected system was established successfully.
- If unsuccessful this message displays:
Failed to establish connection from Studio to the connected system.
Note: If the connection fails, additional messages may display providing more information regarding the failure.
-
Click the Apply button to apply changes. The Category Association window displays.
Select one or more object categories from the Available Categories list or enter a category name and click the Search button to find a specific category to select. If there are no available categories to select, proceed to Step 6.
Click the Add button to associate the selected object categories to the connected system.
Click OK to accept selected categories.
See Copying, Modifying, and Deleting Connected Systems for additional information.
Using the Connected System for Provisioning
Perform these procedures to configure the connector:
- Configuring for Export
- Connector Details for Provisioning
Note: If the number of records to be processed exceeds one thousand, we recommend configuring the workflow to use bulk mode, which lowers the memory consumption of the system by streaming data to files. Because data is streamed for every task, performance of the workflow execution will be decreased due to increased read-write operations. See the Workflow and Connectivity Studio document for details on how to configure bulk mode.
Configuring for Export
Perform these procedures to configure the connector:
- "Configuring the Export Connector"
- "Configuring the Export Link"
From the Workflow and Connectivity Studio, select the EventPro UserExport workflow listed under the projects folder.
If a workflow does not already exist, create an export workflow. See Workflow and Connectivity Studio for details on creating export workflows.
Configuring the Export Connector
- In the Design pane, double-click the export object (the first workflow object after the Start object). The Configure Data Source window displays:
From the Configure Plug-in tab, set these properties as required:
Associated Connected System Select the connected system from the list. The export operation will be done from this connected system. |
Data Formats Select the type of data format to use: Account (default), Company, Contact, Event, EventLocation, Invoice or Payment. |
DeltaExportMode Select the type of attribute to export if a change takes place (this works in conjunction with ExportMode when DeltaExport is selected):
|
DynamicConnectedSystem Select the global variable to use as the dynamic connected system name. This works in conjunction with DynamicConnectedSystemOption when GlobalVariable is selected. |
DynamicConnectedSystemOption Select how to control Dynamic System Support (DSS):
|
ExportMode
|
Filter Specify search criteria to determine the objects to be exported from the container specified in ExportDN. Use the Set Filter button that becomes active to create a filter. See "Set Filter" on page 34 for additional information. |
MaxResults |
Set Filter
Setting the filter is a means to narrow the search scope and return specific results. Enter the required text in the Filter field or click the Set button to set the search filter. The Set Filter window displays.
Optional) Select the Appearance tab to change how the Connected System object displays in the Design pane.
Description |
Attributes Select the attribute of the filter. This represents the attribute name for searching the EventPro system. |
Comparison |
AND Condition List |
OR Condition List |
Filter Syntax Displays the filter syntax used to retrieve entries from the LDAP directory and to build the export list. |
Using logical AND/OR, generate the complex filter to narrow the search result.
Click OK when complete to return to the Configure Data Source window
Configuring the Export Link
-
In the Design pane, double-click the export link between the export object (the first workflow object after the Start object) and the Data Mapper object. The Configure Link window displays:
Description Source Attributes
List of attributes which can be exported.Selected Attributes
Displays default attributes and those attributes that have been selected from the Source Attributes.Notes:
The check boxes are used only for delta export operations. These checked attributes will always be exported whether they were changed or not. Usually, the attributes that are selected as mandatory attributes help in identifying or verifying an entry when completing mapping functions.
Format
Displays the Format Date window to specify a date/time format to be applied to the selected date type attribute, for example, BirthDate. During export, the attribute's value is converted to the specified format. See the Format Date steps below for additional information.
Notes:- The Format button is only enabled for date attributes.
Advanced Settings
Displays the Configure Attributes window for selecting any attributes that need to be encrypted. -
From the Attribute Selection tab, select attributes to export. Usually, these attributes that are selected (mandatory attributes) help in identifying or verifying an entry when completing Data Mapper functions.
- (Optional) Click the Format button to specify a date/time format to be applied to the selected date type attribute. The Format Date window displays.
- Select the Include Time check box to add the timestamp with the date.
- Select the 24 Hour or 12 Hour option button and then select the required date/time format.
- Click OK to save the selected format. The Configure Link window displays.
- Click OK to save any changes and return to the Workflow and Connectivity Studio window.
- Deploy the workflow by selecting Deploy ► New Deployment. See the Workflow and Connectivity Studio documentation for details of deployment options.
- Manage and run the deployed workflow from the Admin UI ► Server tab. See the Identity Suite Administration documentation for details.
Connector Details for Provisioning
EventPro Connector Attributes
The items in the MV (multi-valued) and Export columns have these meanings:
- Y = Yes (attribute is supported for this operation)
- N = No (attribute is not supported for this operation)
Import is not supported for EventPro data
Account Data Format
Name |
Type |
MV | Export |
---|---|---|---|
AccountingReference |
string |
N |
Y |
AccountManager->Name |
string |
N |
Y |
AccountManager->Oid |
string |
N |
Y |
AlternateAddress->AddressLine1 |
string |
N |
Y |
AlternateAddress->AddressLine2 |
string |
N |
Y |
AlternateAddress->City->ItemCode |
string |
N |
Y |
AlternateAddress->City->Oid |
string |
N |
Y |
AlternateAddress->Country->ItemCode |
string |
N |
Y |
AlternateAddress->Country->Oid |
string |
N |
Y |
AlternateAddress->Oid |
string |
N |
Y |
AlternateAddress->PostalCode |
string |
N |
Y |
AlternateAddress->State->ItemCode |
string |
N |
Y |
AlternateAddress->State->Oid |
string |
N |
Y |
AlternateEmail |
string |
N |
Y |
BillingAddress->AddressLine1 |
string |
N |
Y |
BillingAddress->AddressLine2 |
string |
N |
Y |
BillingAddress->City->ItemCode |
string |
N |
Y |
BillingAddress->City->Oid |
string |
N |
Y |
BillingAddress->Country->ItemCode |
string |
N |
Y |
BillingAddress->Country->Oid |
string |
N |
Y |
BillingAddress->Oid |
string |
N |
Y |
BillingAddress->PostalCode |
string |
N |
Y |
BillingAddress->State->ItemCode |
string |
N |
Y |
BillingAddress->State->Oid |
string |
N |
Y |
BillTo->Name |
string |
N |
Y |
BillTo->Oid |
string |
N |
Y |
BillToContact->Name |
string |
N |
Y |
BillToContact->Oid |
string |
N |
Y |
Created |
DateTime |
N |
Y |
CreatedBy |
string |
N |
Y |
CreatedWith |
string |
N |
Y |
ExternalID |
string |
N |
Y |
Fax |
string |
N |
Y |
Flagged |
Boolean |
N |
Y |
FlagNotes |
string |
N |
Y |
GLAccountCode->ItemCode |
string |
N |
Y |
GLAccountCode->Oid |
string |
N |
Y |
GLExport |
Boolean |
N |
Y |
HomePhone |
string |
N |
Y |
Inactive |
Boolean |
N |
Y |
MembershipNo |
string |
N |
Y |
MobilePhone |
string |
N |
Y |
Modified |
DateTime |
N |
Y |
ModifiedBy |
string |
N |
Y |
ModifiedWith |
string |
N |
Y |
Name |
string |
N |
Y |
Oid |
string |
N |
Y |
OptimisticLockField |
Integer |
N |
Y |
OtherPhone |
string |
N |
Y |
PrimaryAddress->AddressLine1 |
string |
N |
Y |
PrimaryAddress->AddressLine2 |
string |
N |
Y |
PrimaryAddress->City->ItemCode |
string |
N |
Y |
PrimaryAddress->City->Oid |
string |
N |
Y |
PrimaryAddress->Country->ItemCode |
string |
N |
Y |
PrimaryAddress->Country->Oid |
string |
N |
Y |
PrimaryAddress->Oid |
string |
N |
Y |
PrimaryAddress->PostalCode |
string |
N |
Y |
PrimaryAddress->State->ItemCode |
string |
N |
Y |
PrimaryAddress->State->Oid |
string |
N |
Y |
PrimaryEmail |
string |
N |
Y |
PrimaryPhone |
string |
N |
Y |
RelationshipType |
string |
N |
Y |
SecurityOwner->Name |
string |
N |
Y |
SecurityOwner->Oid |
string |
N |
Y |
TaxID |
string |
N |
Y |
TimeZone |
string |
N |
Y |
Company Data Format
Name |
Type |
MV | Export |
---|---|---|---|
AccountingReference |
string |
N |
Y |
AccountManager->Name |
string |
N |
Y |
AccountManager->Oid |
string |
N |
Y |
AlternateAddress->AddressLine1 |
string |
N |
Y |
AlternateAddress->AddressLine2 |
string |
N |
Y |
AlternateAddress->City->ItemCode |
string |
N |
Y |
AlternateAddress->City->Oid |
string |
N |
Y |
AlternateAddress->Country->ItemCode |
string |
N |
Y |
AlternateAddress->Country->Oid |
string |
N |
Y |
AlternateAddress->Oid |
string |
N |
Y |
AlternateAddress->PostalCode |
string |
N |
Y |
AlternateAddress->State->ItemCode |
string |
N |
Y |
AlternateAddress->State->Oid |
string |
N |
Y |
AlternateEmail |
string |
N |
Y |
BillingAddress->AddressLine1 |
string |
N |
Y |
BillingAddress->AddressLine2 |
string |
N |
Y |
BillingAddress->City->ItemCode |
string |
N |
Y |
BillingAddress->City->Oid |
string |
N |
Y |
BillingAddress->Country->ItemCode |
string |
N |
Y |
BillingAddress->Country->Oid |
string |
N |
Y |
BillingAddress->Oid |
string |
N |
Y |
BillingAddress->PostalCode |
string |
N |
Y |
BillingAddress->State->ItemCode |
string |
N |
Y |
BillingAddress->State->Oid |
string |
N |
Y |
BillTo->Name |
string |
N |
Y |
BillTo->Oid |
string |
N |
Y |
BillToContact->Name |
string |
N |
Y |
BillToContact->Oid |
string |
N |
Y |
CompanyContacts->Contact->Name |
string |
N |
Y |
CompanyContacts->Contact->Oid |
string |
N |
Y |
CompanyContacts->Oid |
string |
N |
Y |
CompanyContacts->Position->ItemCode |
string |
N |
Y |
CompanyContacts->Position->Oid |
string |
N |
Y |
Created |
DateTime |
N |
Y |
CreatedBy |
string |
N |
Y |
CreatedWith |
string |
N |
Y |
DefaultContact->Contact->Name |
string |
N |
Y |
DefaultContact->Contact->Oid |
string |
N |
Y |
DefaultContact->Oid |
string |
N |
Y |
DefaultContact->Position->ItemCode |
string |
N |
Y |
DefaultContact->Position->Oid |
string |
N |
Y |
ExternalID |
string |
N |
Y |
Fax |
string |
N |
Y |
Flagged |
Boolean |
N |
Y |
FlagNotes |
string |
N |
Y |
GLAccountCode->ItemCode |
string |
N |
Y |
GLAccountCode->Oid |
string |
N |
Y |
GLExport |
Boolean |
N |
Y |
HomePhone |
string |
N |
Y |
Inactive |
Boolean |
N |
Y |
MembershipNo |
string |
N |
Y |
MobilePhone |
string |
N |
Y |
Modified |
DateTime |
N |
Y |
ModifiedBy |
string |
N |
Y |
ModifiedWith |
string |
N |
Y |
Name |
string |
N |
Y |
Oid |
string |
N |
Y |
OptimisticLockField |
Integer |
N |
Y |
OtherPhone |
string |
N |
Y |
PrimaryAddress->AddressLine1 |
string |
N |
Y |
PrimaryAddress->AddressLine2 |
string |
N |
Y |
PrimaryAddress->City->ItemCode |
string |
N |
Y |
PrimaryAddress->City->Oid |
string |
N |
Y |
PrimaryAddress->Country->ItemCode |
string |
N |
Y |
PrimaryAddress->Country->Oid |
string |
N |
Y |
PrimaryAddress->Oid |
string |
N |
Y |
PrimaryAddress->PostalCode |
string |
N |
Y |
PrimaryAddress->State->ItemCode |
string |
N |
Y |
PrimaryAddress->State->Oid |
string |
N |
Y |
PrimaryEmail |
string |
N |
Y |
PrimaryPhone |
string |
N |
Y |
RelationshipType |
string |
N |
Y |
SecurityOwner->Name |
string |
N |
Y |
SecurityOwner->Oid |
string |
N |
Y |
TaxID |
string |
N |
Y |
TimeZone |
string |
N |
Y |
WebSite |
string |
N |
Y |
Contact Data Format
Name |
Type |
MV | Export |
---|---|---|---|
AccountingReference |
string |
N |
Y |
AccountManager->Name |
string |
N |
Y |
AccountManager->Oid |
string |
N |
Y |
AlternateAddress->AddressLine1 |
string |
N |
Y |
AlternateAddress->AddressLine2 |
string |
N |
Y |
AlternateAddress->City->ItemCode |
string |
N |
Y |
AlternateAddress->City->Oid |
string |
N |
Y |
AlternateAddress->Country->ItemCode |
string |
N |
Y |
AlternateAddress->Country->Oid |
string |
N |
Y |
AlternateAddress->Oid |
string |
N |
Y |
AlternateAddress->PostalCode |
string |
N |
Y |
AlternateAddress->State->ItemCode |
string |
N |
Y |
AlternateAddress->State->Oid |
string |
N |
Y |
AlternateEmail |
string |
N |
Y |
BillingAddress->AddressLine1 |
string |
N |
Y |
BillingAddress->AddressLine2 |
string |
N |
Y |
BillingAddress->City->ItemCode |
string |
N |
Y |
BillingAddress->City->Oid |
string |
N |
Y |
BillingAddress->Country->ItemCode |
string |
N |
Y |
BillingAddress->Country->Oid |
string |
N |
Y |
BillingAddress->Oid |
string |
N |
Y |
BillingAddress->PostalCode |
string |
N |
Y |
BillingAddress->State->ItemCode |
string |
N |
Y |
BillingAddress->State->Oid |
string |
N |
Y |
BillTo->Name |
string |
N |
Y |
BillTo->Oid |
string |
N |
Y |
BillToContact->Name |
string |
N |
Y |
BillToContact->Oid |
string |
N |
Y |
Company->CompanyContacts |
string |
N |
Y |
Company->Name |
string |
N |
Y |
Company->Oid |
string |
N |
Y |
Created |
DateTime |
N |
Y |
CreatedBy |
string |
N |
Y |
CreatedWith |
string |
N |
Y |
ExternalID |
string |
N |
Y |
Fax |
string |
N |
Y |
FirstName |
string |
N |
Y |
Flagged |
Boolean |
N |
Y |
FlagNotes |
string |
N |
Y |
GLAccountCode->ItemCode |
string |
N |
Y |
GLAccountCode->Oid |
string |
N |
Y |
GLExport |
Boolean |
N |
Y |
HomePhone |
string |
N |
Y |
Inactive |
Boolean |
N |
Y |
LastName |
string |
N |
Y |
MembershipNo |
string |
N |
Y |
MobilePhone |
string |
N |
Y |
Modified |
DateTime |
N |
Y |
ModifiedBy |
string |
N |
Y |
ModifiedWith |
string |
N |
Y |
Name |
string |
N |
Y |
Oid |
string |
N |
Y |
OptimisticLockField |
Integer |
N |
Y |
OtherPhone |
string |
N |
Y |
PrimaryAddress->AddressLine1 |
string |
N |
Y |
PrimaryAddress->AddressLine2 |
string |
N |
Y |
PrimaryAddress->City->ItemCode |
string |
N |
Y |
PrimaryAddress->City->Oid |
string |
N |
Y |
PrimaryAddress->Country->ItemCode |
string |
N |
Y |
PrimaryAddress->Country->Oid |
string |
N |
Y |
PrimaryAddress->Oid |
string |
N |
Y |
PrimaryAddress->PostalCode |
string |
N |
Y |
PrimaryAddress->State->ItemCode |
string |
N |
Y |
PrimaryAddress->State->Oid |
string |
N |
Y |
PrimaryEmail |
string |
N |
Y |
PrimaryPhone |
string |
N |
Y |
RelationshipType |
string |
N |
Y |
SecurityOwner->Name |
string |
N |
Y |
SecurityOwner->Oid |
string |
N |
Y |
TaxID |
string |
N |
Y |
TimeZone |
string |
N |
Y |
Event Data Format
Name |
Type |
MV | Export |
---|---|---|---|
AccountManager->Name |
string |
N |
Y |
AccountManager->Oid |
string |
N |
Y |
BillTo->Name |
string |
N |
Y |
BillTo->Oid |
string |
N |
Y |
BillToContact->Name |
string |
N |
Y |
BillToContact->Oid |
string |
N |
Y |
BookedBy->Name |
string |
N |
Y |
BookedBy->Oid |
string |
N |
Y |
BookNo |
Integer |
N |
Y |
City->ItemCode |
string |
N |
Y |
City->Oid |
string |
N |
Y |
Client->Name |
string |
N |
Y |
Client->Oid |
string |
N |
Y |
ClientContact->Name |
string |
N |
Y |
ClientContact->Oid |
string |
N |
Y |
ContractDate |
DateTime |
N |
Y |
ContractNo |
string |
N |
Y |
ContractRequiredBy |
DateTime |
N |
Y |
ContractRequiredDaysBefore |
Integer |
N |
Y |
ContractReturnedOn |
DateTime |
N |
Y |
ContractSentOn |
DateTime |
N |
Y |
ContractStatus |
string |
N |
Y |
CostCenter->ItemCode |
string |
N |
Y |
CostCenter->Oid |
string |
N |
Y |
Created |
DateTime |
N |
Y |
CreatedBy |
string |
N |
Y |
CreatedWith |
string |
N |
Y |
DateFrom |
DateTime |
N |
Y |
DateTo |
DateTime |
N |
Y |
DepartmentCode->ItemCode |
string |
N |
Y |
DepartmentCode->Oid |
string |
N |
Y |
DepositAmount |
Number |
N |
Y |
DepositReceivedOn |
DateTime |
N |
Y |
DepositRequiredBy |
DateTime |
N |
Y |
DepositStatus |
string |
N |
Y |
Description |
string |
N |
Y |
EventCategory->ItemCode |
string |
N |
Y |
EventCategory->Oid |
string |
N |
Y |
EventComments |
string |
N |
Y |
EventManager->Name |
string |
N |
Y |
EventManager->Oid |
string |
N |
Y |
EventName |
string |
N |
Y |
EventSubCategory->ItemCode |
string |
N |
Y |
EventSubCategory->Oid |
string |
N |
Y |
ExternalID |
string |
N |
Y |
GLAccountCode->ItemCode |
string |
N |
Y |
GLAccountCode->Oid |
string |
N |
Y |
Locations->BookedFrom |
DateTime |
N |
Y |
Locations->BookedTo |
DateTime |
N |
Y |
Locations->Charge |
Number |
N |
Y |
Locations->FinancialGroup |
string |
N |
Y |
Locations->FinancialSubGroupType |
string |
N |
Y |
Locations->Oid |
string |
N |
Y |
Locations->Status->ItemCode |
string |
N |
Y |
Locations->Status->Oid |
string |
N |
Y |
Locations->Venue->Name |
string |
N |
Y |
Locations->Venue->Oid |
string |
N |
Y |
Locations->VenueLocation->Name |
string |
N |
Y |
Locations->VenueLocation->Oid |
string |
N |
Y |
LockLevel |
string |
N |
Y |
Modified |
DateTime |
N |
Y |
ModifiedBy |
string |
N |
Y |
ModifiedWith |
string |
N |
Y |
Note |
string |
N |
Y |
Oid |
string |
N |
Y |
OptimisticLockField |
Integer |
N |
Y |
PurchaseOrderNo |
string |
N |
Y |
SecurityOwner->Name |
string |
N |
Y |
SecurityOwner->Oid |
string |
N |
Y |
Status->ItemCode |
string |
N |
Y |
Status->Oid |
string |
N |
Y |
Theme |
string |
N |
Y |
TimeZone |
string |
N |
Y |
Event Data Location Format
Name |
Type |
MV | Export |
---|---|---|---|
AccountSuffix |
string |
N |
Y |
AllowDiscount |
Boolean |
N |
Y |
Attendance |
Integer |
N |
Y |
Billable |
Boolean |
N |
Y |
BillToType |
string |
N |
Y |
BookedFrom |
DateTime |
N |
Y |
BookedTo |
DateTime |
N |
Y |
Charge |
Number |
N |
Y |
Cost |
Number |
N |
Y |
CostDiscount |
Number |
N |
Y |
CostQuantity |
Number |
N |
Y |
Created |
DateTime |
N |
Y |
CreatedBy |
string |
N |
Y |
CreatedWith |
string |
N |
Y |
Discount |
Number |
N |
Y |
ExternalID |
string |
N |
Y |
FinancialCategory->ItemCode |
string |
N |
Y |
FinancialCategory->Oid |
string |
N |
Y |
FinancialGroup |
string |
N |
Y |
FinancialSubGroupType |
string |
N |
Y |
FunctionEnd |
DateTime |
N |
Y |
FunctionStart |
DateTime |
N |
Y |
GeneralNotes |
string |
N |
Y |
ItemDate |
DateTime |
N |
Y |
LinkedEvent->BookNo |
Integer |
N |
Y |
LinkedEvent->Client->Name |
string |
N |
Y |
LinkedEvent->Client->Oid |
string |
N |
Y |
LinkedEvent->ClientContact->Name |
string |
N |
Y |
LinkedEvent->ClientContact->Oid |
string |
N |
Y |
LinkedEvent->DateFrom |
DateTime |
N |
Y |
LinkedEvent->DateTo |
DateTime |
N |
Y |
LinkedEvent->EventName |
string |
N |
Y |
LinkedEvent->Locations |
string |
N |
Y |
LinkedEvent->Oid |
string |
N |
Y |
LinkedItineraryItem |
string |
N |
Y |
LinkedToAccount->Name |
string |
N |
Y |
LinkedToAccount->Oid |
string |
N |
Y |
Margin |
Number |
N |
Y |
Modified |
DateTime |
N |
Y |
ModifiedBy |
string |
N |
Y |
ModifiedWith |
string |
N |
Y |
NetCharge |
Number |
N |
Y |
NetChargeIncTax |
Number |
N |
Y |
NetChargePreTax |
Number |
N |
Y |
NetIncome |
Number |
N |
Y |
Oid |
string |
N |
Y |
OptimisticLockField |
Integer |
N |
Y |
Quantity |
Number |
N |
Y |
RateCodeType |
string |
N |
Y |
SecurityOwner->Name |
string |
N |
Y |
SecurityOwner->Oid |
string |
N |
Y |
SetupFinancialSubGroup->ItemCode |
string |
N |
Y |
SetupFinancialSubGroup->Oid |
string |
N |
Y |
SetupHours |
Number |
N |
Y |
SetupRequirements |
string |
N |
Y |
Status->ItemCode |
string |
N |
Y |
Status->Oid |
string |
N |
Y |
Surcharge |
Number |
N |
Y |
TeardownHours |
Number |
N |
Y |
TimeZone |
string |
N |
Y |
TotalCharge |
Number |
N |
Y |
TotalCost |
Number |
N |
Y |
TotalCostIncTax |
Number |
N |
Y |
TotalCostPreTax |
Number |
N |
Y |
Venue->CompanyContacts |
string |
N |
Y |
Venue->Name |
string |
N |
Y |
Venue->Oid |
string |
N |
Y |
VenueLocation->Name |
string |
N |
Y |
VenueLocation->Oid |
string |
N |
Y |
Invoice Data Format
Name |
Type |
MV | Export |
---|---|---|---|
AccountingReference |
string |
N |
Y |
AccountManager->Name |
string |
N |
Y |
AccountManager->Oid |
string |
N |
Y |
AppliedCredits->Description |
string |
N |
Y |
AppliedCredits->InvoiceNo |
string |
N |
Y |
AppliedCredits->Oid |
string |
N |
Y |
AppliedPayments->Amount |
Number |
N |
Y |
AppliedPayments->Invoice->AppliedCredits |
string |
N |
Y |
AppliedPayments->Invoice- >AppliedPayments |
string |
N |
Y |
AppliedPayments->Invoice->Description |
string |
N |
Y |
AppliedPayments->Invoice->InvoiceDetails |
string |
N |
Y |
AppliedPayments->Invoice->InvoiceNo |
string |
N |
Y |
AppliedPayments->Invoice->Oid |
string |
N |
Y |
AppliedPayments->Oid |
string |
N |
Y |
AppliedPayments->PaymentIn->Description |
string |
N |
Y |
AppliedPayments->PaymentIn->Oid |
string |
N |
Y |
AppliedPayments->PaymentIn- >PaymentInDetails |
string |
N |
Y |
AppliedPayments->PaymentIn->ReceiptNo |
string |
N |
Y |
BillToAccount->Name |
string |
N |
Y |
BillToAccount->Oid |
string |
N |
Y |
BillToEntity->Name |
string |
N |
Y |
BillToEntity->Oid |
string |
N |
Y |
BillToType |
string |
N |
Y |
Consolidated |
Boolean |
N |
Y |
Contact->Name |
string |
N |
Y |
Contact->Oid |
string |
N |
Y |
CostCenter->ItemCode |
string |
N |
Y |
CostCenter->Oid |
string |
N |
Y |
Created |
DateTime |
N |
Y |
CreatedBy |
string |
N |
Y |
CreatedWith |
string |
N |
Y |
CutoffDate |
DateTime |
N |
Y |
CutoffDateFrom |
DateTime |
N |
Y |
DepartmentCode->ItemCode |
string |
N |
Y |
DepartmentCode->Oid |
string |
N |
Y |
Description |
string |
N |
Y |
Event->BookNo |
Number |
N |
Y |
Event->Client->Name |
string |
N |
Y |
Event->Client->Oid |
string |
N |
Y |
Event->ClientContact->Name |
string |
N |
Y |
Event->ClientContact->Oid |
string |
N |
Y |
Event->DateFrom |
DateTime |
N |
Y |
Event->DateTo |
DateTime |
N |
Y |
Event->EventName |
string |
N |
Y |
Event->Locations |
string |
N |
Y |
Event->Oid |
string |
N |
Y |
Exported |
Boolean |
N |
Y |
ExportedDate |
DateTime |
N |
Y |
ExternalID |
string |
N |
Y |
GLAccountCode->ItemCode |
string |
N |
Y |
GLAccountCode->Oid |
string |
N |
Y |
GLExport |
Boolean |
N |
Y |
InvoiceDate |
DateTime |
N |
Y |
InvoiceDetails->Amount |
Number |
N |
Y |
InvoiceDetails->Financial->Charge |
Number |
N |
Y |
InvoiceDetails->Financial->FinancialGroup |
string |
N |
Y |
InvoiceDetails->Financial- >FinancialSubGroupType |
string |
N |
Y |
InvoiceDetails->Financial->Oid |
string |
N |
Y |
InvoiceDetails->ItemCode |
string |
N |
Y |
InvoiceDetails->Oid |
string |
N |
Y |
InvoiceDueDate |
DateTime |
N |
Y |
InvoiceNo |
string |
N |
Y |
InvoicePrintedDate |
DateTime |
N |
Y |
InvoiceType |
string |
N |
Y |
LinkedToAccount->Name |
string |
N |
Y |
LinkedToAccount->Oid |
string |
N |
Y |
LinkedToEntity->Name |
string |
N |
Y |
LinkedToEntity->Oid |
string |
N |
Y |
LinkedToType |
string |
N |
Y |
Modified |
DateTime |
N |
Y |
ModifiedBy |
string |
N |
Y |
ModifiedWith |
string |
N |
Y |
Notes |
string |
N |
Y |
Oid |
string |
N |
Y |
OptimisticLockField |
Integer |
N |
Y |
PaymentType->ItemCode |
string |
N |
Y |
PaymentType->Oid |
string |
N |
Y |
SecurityOwner->Name |
string |
N |
Y |
SecurityOwner->Oid |
string |
N |
Y |
TimeZone |
string |
N |
Y |
TotalAmount |
Number |
N |
Y |
TotalCredit |
Number |
N |
Y |
TotalDiscount |
Number |
N |
Y |
TotalIncludedTax |
Number |
N |
Y |
TotalPaid |
Number |
N |
Y |
TotalSurcharge |
Number |
N |
Y |
TotalTax |
Number |
N |
Y |
ValidationCode |
string |
N |
Y |
Voided |
Boolean |
N |
Y |
Payment Data Format
Name |
Type |
MV | Export |
---|---|---|---|
Allocated |
Number |
N |
Y |
Amount |
Number |
N |
Y |
Created |
DateTime |
N |
Y |
CreatedBy |
string |
N |
Y |
CreatedWith |
string |
N |
Y |
Description |
string |
N |
Y |
EPayInvoiceNo |
Integer |
N |
Y |
EPayTransID |
string |
N |
Y |
Event->BookNo |
Number |
N |
Y |
Event->Client->Name |
string |
N |
Y |
Event->Client->Oid |
string |
N |
Y |
Event->ClientContact->Name |
string |
N |
Y |
Event->ClientContact->Oid |
string |
N |
Y |
Event->DateFrom |
DateTime |
N |
Y |
Event->DateTo |
DateTime |
N |
Y |
Event->EventName |
string |
N |
Y |
Event->Locations |
string |
N |
Y |
Event->Oid |
string |
N |
Y |
Exported |
Boolean |
N |
Y |
ExternalID |
string |
N |
Y |
LinkedToAccount->Name |
string |
N |
Y |
LinkedToAccount->Oid |
string |
N |
Y |
LinkedToEntity->Name |
string |
N |
Y |
LinkedToEntity->Oid |
string |
N |
Y |
LinkedToType |
string |
N |
Y |
Modified |
DateTime |
N |
Y |
ModifiedBy |
string |
N |
Y |
ModifiedWith |
string |
N |
Y |
Notes |
string |
N |
Y |
Oid |
string |
N |
Y |
OptimisticLockField |
Integer |
N |
Y |
PaymentInDetails->Amount |
Number |
N |
Y |
PaymentInDetails->Invoice->AppliedCredits |
string |
N |
Y |
PaymentInDetails->Invoice- >AppliedPayments |
string |
N |
Y |
PaymentInDetails->Invoice->Description |
string |
N |
Y |
PaymentInDetails->Invoice->InvoiceDetails |
string |
N |
Y |
PaymentInDetails->Invoice->InvoiceNo |
string |
N |
Y |
PaymentInDetails->Invoice->Oid |
string |
N |
Y |
PaymentInDetails->Oid |
string |
N |
Y |
PaymentInDetails->PaymentIn->Description |
string |
N |
Y |
PaymentInDetails->PaymentIn->Oid |
string |
N |
Y |
PaymentInDetails->PaymentIn- >PaymentInDetails |
string |
N |
Y |
PaymentInDetails->PaymentIn->ReceiptNo |
string |
N |
Y |
PaymentReference |
string |
N |
Y |
PrintedDate |
DateTime |
N |
Y |
ReceiptDate |
DateTime |
N |
Y |
ReceiptNo |
string |
N |
Y |
ReceiptType |
string |
N |
Y |
ReceivedFromAccount->Name |
string |
N |
Y |
ReceivedFromAccount->Oid |
string |
N |
Y |
ReceivedFromAttendee->Name |
string |
N |
Y |
ReceivedFromAttendee->Oid |
string |
N |
Y |
ReceivedFromAttendeeGroupLeader- >Name |
string |
N |
Y |
ReceivedFromAttendeeGroupLeader->Oid |
string |
N |
Y |
ReceivedFromContact->Name |
string |
N |
Y |
ReceivedFromContact->Oid |
string |
N |
Y |
ReceivedFromEntity->Name |
string |
N |
Y |
ReceivedFromEntity->Oid |
string |
N |
Y |
ReceivedFromExhibitor->Name |
string |
N |
Y |
ReceivedFromExhibitor->Oid |
string |
N |
Y |
ReceivedFromName |
string |
N |
Y |
ReceivedFromType |
string |
N |
Y |
SecurityOwner->Name |
string |
N |
Y |
SecurityOwner->Oid |
string |
N |
Y |
SetupPaymentType->ItemCode |
string |
N |
Y |
SetupPaymentType->Oid |
string |
N |
Y |
TimeZone |
string |
N |
Y |
Voided |
Boolean |
N |
Y |
Lookup Data
To lookup data from EventPro, use the Data Mapper rule Lookup Data.
- Log in to the Workflow and Connectivity Studio and double-click the Data Mapper object on the Design The Configure Data Mapper window displays.
- Select the Lookup Data rule under the Mapping Rule column, and then click the Source Value. The Configure Lookup window
-
Select the EventPro system from the Select System drop-down list:
- In the Enter Lookup Prefix field, enter the prefix to be added to the Lookup
- Select the Lookup Type from the drop-down
Click the Build button along the Filter and build a filter to use for lookup and click OK.
Click the Fields Pick button to select the attributes to be fetched after a successful lookup.
- Select the Exit as Mapper Task Failed on Lookup Failure check box to exit the task with Failed status on lookup failure. It will not process the succeeding entries and will ignore the already processed entries and will not return any data. This is selected by
- Click OK