Integrating Ticketbud with Salesforce
You can now import your Ticketbud ticketing data into your Salesforce instance with Ticketbud’s new Salesforce AppExchange app!
Once set up, data from your previous events will appear in your Salesforce instance. Also, data from ongoing events will be automatically updated in your Salesforce instance as sales are made.
This is a beta feature. If you have issues or feedback for us, please contact firstname.lastname@example.org
Step 1: Add the Salesforce AppExchange App to your instance
This step adds the Salesforce app but does not connect your account yet.
- Navigate to this link to install: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tf4000003N3Ty
Step 2: Connect your Ticketbud account to Salesforce
This step authorizes the Ticketbud AppExchange app to receive data from your Ticketbud account into your Salesforce instance.
- When logged into Ticketbud, navigate to the Integrations page (https://ticketbud.com/home/integrations).
- Since you connected the app, select the checkbox that says ‘I have connected the AppExchange app’
- Now click the newly appeared ‘connect’ button
- You will be redirected back to the social logins page and your accounts will be connected
Step 3: View your data
The import process of your previously created ticketing data could take up to 60 minutes depending on amount of the data you have.
- In your Salesforce view, once you are logged in click the “App Launcher” button
- Select Ticketbud
- Now you will see tabs for the Ticketbud data objects.
Notes about data
- Order purchasers and ticket holders become Salesforce Contacts: Contact information given for orders and for individual tickets will be inserted into your Salesforce “Contacts” instance-wide. For example if Jane Smith email@example.com bought an order of tickets, her information would be loaded into your Contacts records unique by her email address and that contact will be linked to the order. Same goes for if Jane was not the creator of the order but if she is one of the ticket holders. That ticket would reference her Contact record.
This enables you to track the same customers as they buy tickets across events which will give you valuable year-over-year customer data.
- Keep an eye on the ‘status’ of an order, as it may have been refunded. If you are totaling up order data and seeing a discrepancy between event-level totals, keep in mind that some orders may have been refunded or charged back. Depending on how you are doing your totals, you may want to total Ticketbud Orders with a ‘completed’ status.
We are only able to support the transfer of data to your Salesforce instance. For support regarding custom views or integration with other business data, please contact a Salesforce Certified professional.