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EventPro

Fischer Identity
  • Updated

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

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

  1. Log in to Identity Administration and click the Systems tab.

  2. 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:

  3. 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.

  4. 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.

  5. 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

    1. To select owners of the system, click the System Owner Add button. The Connected System Owner Search page displays:
    2. 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.

    3. To add additional system owners, click the Add button.
  6. 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:


    1. 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.

    2. Click the Add Association button to associate the selected object categories to the connected system.

  7. 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

  1. Log in to the Workflow and Connectivity Studio and click Connectivity ► Add Systems on the menu bar. The Add Connected Systems window displays.

  2. Select the EventPro connected system from the Type drop-down list. The default values display.


  3. 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.
  4. 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.


  5. Click the Apply button to apply changes. The Category Association window displays.


    1. 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.

    2. Click the Add button to associate the selected object categories to the connected system.

  6. 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

  1. 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):

  • OnlyChangedAttributes - Performs a partial export of only the changed attributes from the last time the query was run.
  • ChangedAndMandatoryAttributes (default) - Performs a partial export of both changed and mandatory attributes from the last time the query was run. Mandatory attributes are exported whether they have been changed or not.
  • AllAttributes - Performs a full export of all attributes that contain a value.
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):
  • None - There will not be any Dynamic System Support.
  • Transaction-SystemName - The value of the Transaction-SystemName attribute in data will be used as the dynamic connected system. The connected system name must be passed as the value of the attribute Transaction-SystemName; if it is missing in data, the operation will fail.
  • GlobalVariable - Select a global variable to use as the dynamic connected system name from the property DynamicConnectedSystem.

ExportMode
Select the type of data to export:

  • FullExport - Exports all attributes.
  • DeltaExport - Exports changed, mandatory, or all attributes, depending on the DeltaExportMode property setting.
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 
Select the maximum number of results to be returned (this works in conjunction with ExportMode when FullExport is selected). If this is 0, all entries matching the search criteria are returned.

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
Select the operator value for this filter.

AND Condition List
Creates an AND statement comparing selected conditions. If there is more than one condition in this list box, all conditions must be true.

OR Condition List
Creates an OR statement comparing selected conditions. If there is more than one condition in this list box, one of the conditions must be true.
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

  1. 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.

  2. 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.



  3. (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.

    1. Select the Include Time check box to add the timestamp with the date.
    2. Select the 24 Hour or 12 Hour option button and then select the required date/time format.
    3. Click OK to save the selected format. The Configure Link window displays.

  4. Click OK to save any changes and return to the Workflow and Connectivity Studio window.

  5. Deploy the workflow by selecting Deploy ► New Deployment. See the Workflow and Connectivity Studio documentation for details of deployment options.

  6. 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.

  1. Log in to the Workflow and Connectivity Studio and double-click the Data Mapper object on the Design The Configure Data Mapper window displays.
  2. Select the Lookup Data rule under the Mapping Rule column, and then click the Source Value. The Configure Lookup window
  3. Select the EventPro system from the Select System drop-down list:


  4. In the Enter Lookup Prefix field, enter the prefix to be added to the Lookup
  5. Select the Lookup Type from the drop-down

  6. Click the Build button along the Filter and build a filter to use for lookup and click OK.

  7. Click the Fields Pick button to select the attributes to be fetched after a successful lookup.

  8. 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
  9. Click OK


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