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Groundwire / EventbriteSync

Salesforce.com-based tool that imports people and event registrations from Eventbrite into Salesforce.
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Question about the whole "Just the ticket buyer"/Opportunity creation thing #35

Closed tet3 closed 12 years ago

tet3 commented 12 years ago

The new users guide that Eric sent says that Opps can only be created when "Just the ticket buyer" is selected inEB's Capture Attendee Information screen. I understand that this is due to limitations in the EB API. I'm not clear if this is supposed to be/can be enforced, or will merely produce unexpected or undesirable results if this directive is ignored.

Specifically, I just imported an in-progress event for which there are only two attendees (if anyone wants to come out for the trainwreck that will be our State Budget Address Watching Party, you're welcome to!) - theyv've all registered separately, and so the list of ticket buyers and attendees is the same. I was presented with the Contacts & Opps option, chose it, checked the "create free opps" box, and it did import fine. So if that's how it's supposed to work, great! But that's not the impression the docs give.

groundwired commented 12 years ago

Thanks Thomas! You are right - we only disallow the opp creation if at least one of your attendees actually takes you up on the option to provide multiple attendee names. So the documentation is a bit more pessimistic than the reality!

On 2/1/12 1:58 PM, "tet3" <reply+i-3059537-2df1cc11edf7c37572e7e37d7cad14fe89e2c032-806318@reply.gith ub.com> wrote:

The new users guide that Eric sent says that Opps can only be created when "Just the ticket buyer" is selected inEB's Capture Attendee Information screen. I understand that this is due to limitations in the EB API. I'm not clear if this is supposed to be/can be enforced, or will merely produce unexpected or undesirable results if this directive is ignored.

Specifically, I just imported an in-progress event for which there are only two attendees (if anyone wants to come out for the trainwreck that will be our State Budget Address Watching Party, you're welcome to!) - theyv've all registered separately, and so the list of ticket buyers and attendees is the same. I was presented with the Contacts & Opps option, chose it, checked the "create free opps" box, and it did import fine. So if that's how it's supposed to work, great! But that's not the impression the docs give.

Reply to this email directly or view it on GitHub: https://github.com/Groundwire/EventbriteForSalesforce/issues/35

Evan Callahan CRM Consultant evan@groundwire.org 206.286.1235x14

Engagement technology for social and environmental change.

http://www.groundwire.org

emagnuson commented 12 years ago

Good eye, Thomas. I have updated the section of the User's Guide to be more clear. Here is the new copy:

Your selection here will potentially impact whether you can create Opportunities in Salesforce on import. If you need Opportunity records created for your event you should choose the “Just the ticket buyer” option. If an event is set with “All ticket holders” and an attendee takes advantage of the option and enters information for multiple ticket holders then Opportunity creation will not be an option on import. If no attendee takes advantage of the option you will get the option to create Opportunities on import.