Hi there, I’m new to doing integrations and I’m trying to send event participants’ data from Regfox to Swapcard.
I managed to link the two applications with API and have tried to build two steps :
1. New Person in Swapcard Organizer (2.0.9)
2. Create Person in Swapcard Organizer
But I am getting stuck in this second step because I am not sure which fields to choose under the sections App & Event and Action.
Under App & Event:
I don’t know if I should select: Create person or Update person
I can only test with one registrant (myself), it’s the only option I get in step 1, but since the Zap seems to have sent my information once to Swapcard, I can’t test further changes with the “Create person” option. I get an error message saying that a person has already been created with the same ID.
So I selected Update person.
And then Under Action:
I’m not sure what to choose for :
- Clientid: several options appear: ID, User Id, Client Ids
- Force update: true or false
Some information seems to be getting sent to Swapcard since I now appear as a participant , and it has listed many internal and external IDs (see screenshot).
I’m doing all this quite blindly so if anyone can guide me on what I should or shouldn’t be doing, I would be incredibly grateful!
Thanks
