Manage Sync Settings

4 minute read
  • Administration of Eventbrite for Salesforce

  • Mappings

  • Primary sync settings & storage management

  • General maintenance messages

  • Manage billing (card details, invoices etc)

Sync settings

The sync options allows you to see which Eventbrite account(s) you are connected to, when was the last primary sync  and next runs, multi clients, and manage storage settings.

  • Turn off sync
    Turning off the sync will stop data from Eventbrite flowing into Salesforce.

  • Sync now
    Start the primary synchronisation job in the background. This job is responsible for importing Eventbrite data into Salesforce. This primary sync job can take up to an hour to run, although typically it runs within a few minutes.

  • Full Eventbrite sync
    This option is available under right hand menu next to the sync now button. This will perform a full sync of Eventbrite data to Salesforce (typically a sync will only process recently changed records in Eventbrite). Run this option when you see a miss-match of data between Eventbrite  and Salesforce. This option is safe to run.

  • Reconnect to Eventbrite
    This option is available under right hand menu next to the sync now button. This will allow you to reconnect to Eventbrite should the need arise.

Eventbrite clients

Typically you will only have one Eventbrite account, however you can add other accounts from this screen by clicking on the Add Eventbrite Connection button. Once added you will see an entry in the Connected Eventbrite Organisations table.

  • Nex to each connection record there is a dropdown to the left allows you to disconnect a client or change the Salesforce user. This controls the security for the Eventbrite organization and it's related events, orders, attendees and any leads, contacts or accounts that are created by the integration.

  • When combined with Salesforce sharing rules, this provides advanced security management for who can see, edit, delete Eventbrite records from within Salesforce.

Storage

Like any app that creates records, Eventbrite for Salesforce uses some of your records storage capacity.  Each Salesforce record takes approximately 2KB, so if you have 10,000 attendees, syncing them will take up approximately 20MB of space.


You can tune how much data is stored in Salesforce via our sync settings tab. On this page under the Salesforce Storage Settings section you can choose to work with Events, Orders/Attendees or an overal sync date.

Events, Orders / Attendees
Set how many rolling days to keep for Orders, Attendees (based on changed date) and Events (based on start date) in Salesforce (to save space). This storage setting is used each time the primary sync runs.

Sync Date
Prevent older Events, Orders and Attendees from syncing to Salesforce from a specific date. This overrides the days to keep settings for Events, Orders / Attendees.

Mappings

Mappings are a complex part of the integration and therefore have their own article, Click here to review.

Maintenance

The Maintenance page allows you to setup or remove page layouts, and view system messages.

Salesforce page layouts

When the application is first installed into Salesforce, the page layouts (buttons, fields, related lists etc) will be automatically configured (unless the setup is cancelled). You can remove page layouts or add them back.  This Article explains how.

Maintenance messages

Eventbrite for Salesforce system messages are visible in the Maintenance messages. This is the first stop when troubleshooting. If a record cannot be synced a message will appear here.

  • Use the inline menu to view more details about the message.

  • Click on the Code field to view more information about the message on our support site.

  • The delete messages button will clear out the message log

User Security

Salesforce has a powerfule security model. To make things a little easier we provided this dedicated screen that allows you to work with permissions.  To learn more please click here.

Billing

The billing page allows you to manage billing details, view invoices and resend them. For more information Cick here for our full article on Billing.

Next Steps

Below are two articles that are recommended reading and the best next steps.

FAQs

Does your integration support Salesforce Platform licenses?

How do I re-parent records?

How do I connect additional Eventbrite accounts?

How do I manage billing?

How do I change the sync user?

How do I perform a full sync?

How do I run a full refresh?

How can I get a trial extension?

Can I change how contacts and leads are mapped to Eventbrite attendees?

How much does the integration cost?

Can all my Salesforce users access Eventbrite?

How do I buy?

How do I limit what Eventbrite data is stored in Salesforce?

Do you offer product demos?

How do matching rules work?

How do I work with sandboxes?

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