How do I Import my data from A2Z?

Modified on Mon, 28 Jul at 8:17 AM

Exhibitors

To use the standard exhibitor import from A2Z, do the following:

  1. Ask your representative at A2Z for the following items:
    1. API Key or Event Key (a long alpha numeric string that may look something like this: 5KPdkBi4q2kZbCaaSAJE2yQKeKL1Kr5DZhiMIFX+w1jSzP02mBHTM7BLNsP0qldrKllYE38C9jGfElcd7W0uKCe5TGHcwl5im36xCBwoWCs=)
    2. API Username
    3. API Password
    4. Event ID
    5. InstallName
  2. Once you receive these items, log into the App Builder > Expo > Exhibitors
  3. Click Add Import 
    1. Screenshot from EventPilot App Builder of the import card, with the mouse hovering over the blue "Add Import" button
  4. Give your data source a name, e.g. A2Z
  5. From the "Import Source Type" dropdown, choose A2Z
    1. screenshot from EventPilot App Builder shows Source Name filled in as "A2Z" and the mouse cursor hovering over "A2Z" in the Import Source Type dropdown
  6. Next
  7. Fill in the parameters you were provided
    1. Note: For EventPilot Pro users, your Project Manager can help set up any customizations you may have purchased.
  8. Next
  9. Complete the field mapping: Decide which fields from the A2Z API (shown in the middle column) you want to bring into the EventPilot App Builder.
    1. Tip: If you do not want to display certain data on the EventPilot platform, you can choose "Do Not Import" in the dropdowns on the right hand side. 
  10. Next
  11. Your import will complete. Review the Results tab, which will let you know if any records were skipped.


Field mapping between EventPilot and the default A2Z import:
* Org ID: id
* Title: title
* Description: choose either address, phone, tollfree, fax, description, concatenated_description (description with address, phone # and category list for searching added)
* Type: usertext1 (will default to the term “Exhibitor” if blank) or Exhibitor (all entries are defaulted to type Exhibitor)
* URL: url
* Email: email
* Icon: img
* Location: choose either location or location_padded
* Media: media items (press releases)
* Filter 1 through 4: choose your filters categories, subcategories, upgradelevel, press release (Simply contains the text “press release” when the exhibitor has a press release. For use as a filter.)
* Additional fields we import that you could use instead of the suggested items above: usertext2, usertext3, usertext4, Customfield, HallCode,OnlineProfile


Media (Press Releases)

You can also import press releases from A2Z. These are considered media items in EventPilot, like your full-text abstracts. To import these, take the following steps: 

  1. EventPilot App Builder > Media > Media Data
  2. Click Add Import 
    1. Screenshot from EventPilot App Builder of the import card, with the mouse hovering over the blue "Add Import" button
  3. Give your data source a name, e.g. A2Z
  4. From the "Import Source Type" dropdown, choose A2Z
    1. screenshot from EventPilot App Builder shows Source Name filled in as "A2Z" and the mouse cursor hovering over "A2Z" in the Import Source Type dropdown
  5. Next
  6. Fill in the parameters you were provided
  7. Next to Field Mapping
    1. For this import, please leave the automatic field mapping in place to ensure the press releases display as expected. 
    2. You can choose to display "Press Release" as a subtitle by mapping alttitle to Subtitle
    3. You can choose to use a custom icon by mapping either url1 or url2 to HTML Icon
      1. default icon (if neither is mapped) is
      2. a simple icon of a piece of paper with a folded corner
      3. url1 is an icon with a piece of paper and a red banner reading "News"
      4. url2 is 
      5. an icon with a piece of paper and a red banner reading "Press"
  8. Next
  9. Your import will complete. Review the Results tab, which will let you know if any records were skipped.