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Connect Click & Pledge Event Attendees with Auctions for Salesforce

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  • Connect Click & Pledge Event Attendees with Auctions for Salesforce

    Hi,

    We are running an weekend event using C&P Events. Now, the client wants to run the Friday night auction using Auctions for Salesforce. Is there any way to export the list of attendees from the C&P events over to Auctions so we know who is attending and can check them in and process any auction purchases through Auctions?

    Thanks for any help!

    Julie

  • #2
    Good day!

    It is not currently do-able with a click. The attendee report may be downloaded through our app and imported into Auctions - not sure which objects.

    The current integration is simply a payment form (Embedded Virtual Terminal) that was set up to process payments. It is not integrated any other way.

    Just as a note - in release 10 due out in Fall we have full integration of auctions with our events. When setting up an event you may set it as an auction event and all features of your current Auction will appear in the event. Sorry it is not available now.

    Let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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    • #3
      Good day!

      Do you think the following article will help?

      - https://djhconsulting.files.wordpres...ction-data.pdf

      We followed these steps and it worked perfectly.

      Let us know if this works.
      Regards,
      Click & Pledge Support Department

      Join us @ the educational webinars: https://clickandpledge.com/webinars/
      Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

      Comment

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