Connecting Cvent Instances to CRM

An instance of Cvent is similar to an org of Veeva CRM. One CRM org can connect to several instances of Cvent, and vice versa. Each linked Cvent instance must be defined in each of the following locations in CRM:

  • On the Cvent Administration tab
  • As a Cvent_Instance_vod record

Adding a Cvent Instance to the Cvent Administration Tab

To define a Cvent instance in the Cvent Administration tab:

  1. Navigate to the Cvent Administration tab.
  2. Select New in the Cvent Instance Management section.

    This button is disabled when there is no integration user or if the integration user’s credentials are invalid.

  3. Enter the following information:

    • Description – A descriptive name for the Cvent instance
    • Client ID – From the Cvent Developer App
    • API Key – Client ID from the Cvent Developer App
    • Client Secret – From the Cvent Developer App
  4. Select Save.

Instance credentials validate every time the tab loads or the instance is edited or saved.

Administrators can edit existing Cvent instances by selecting the Edit button next to the appropriate Cvent instance in the list of connected instances.

Creating Cvent Instance Records

For every linked instance of Cvent, admins must create a corresponding Cvent Instance record in CRM. These records are used for mapping Event Configurations, objects, and fields between Cvent and CRM.

To create Cvent Instance records:

  1. Navigate to the Cvent Instances tab.
  2. Enter the following information:

    • Name – Description of Cvent Instance
    • Cvent Client ID – Client ID (from Developer App). Must exactly match the Client ID of the corresponding instance defined in the Cvent Administration Tab.

  3. Select Save.