Splash integrations can be configured to automatically sync information based on a list of guest actions. However, in some instances, an integration may need to be manually triggered.
This article walks through when and how to manually sync guests, as well as how to confirm the manual sync was successful.
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When to perform a manual sync
A manual sync should be performed whenever Splash information isn't sent to a connected integration. This can apply to a missing guest or to an entire event not syncing to a connected system.
Typically, a manual sync is required in the following situations:
- Creating an integration after creating an event
- Disconnecting and connecting a new integration at the event-level
- Correcting errors listed in the Activity Log
Pro Tip: The Salesforce Sales Cloud integration can be manually synced using the debugger tool. Read this article to learn how to use the debugger to correct Salesforce errors and re-sync your guests.
How to perform a manual sync
Let's walk through the steps needed for a manual sync. Have this article open next to your Splash window to follow along.
1. Check the Activity Log
A manual sync will only be successful if the original issue has been resolved. Check the event-level or organization-level Activity Log to view a full list of integration activity for the event.
If a log doesn't exist for the guest or event, you're free to move on to the re-sync steps below. If a log does exist and there's an error, make sure to take the necessary steps to correct it before continuing.
2. Review the integration triggers
How you'll manually sync your guests will depend on the triggers you have set up for your integration. Before performing a re-sync, open the organization-level Integrations tab to confirm which guest actions trigger the integration.
If a guest isn't syncing because there isn't a trigger associated with their status, but there should be one, then you have the option of selecting and saving that trigger for the integration moving forward.
Note: By default, all webinar integrations (BlueJeans, Zoom, and ON24) are automatically triggered whenever a guest status is marked as Attending/RSVP Yes. Due to this automation, registration triggers won't be selectable in configurations settings of these integrations.
3. Perform the trigger action
Once you've corrected any errors for the affected guest(s) and have identified the triggers for the integration, head to your event and then locate the guest(s) that should be re-synced.
Warning: The guest list should always be exported before performing a re-sync in Splash. This allows you to reference the original statuses for your guests to ensure registration data isn't compromised.
From there, perform the trigger action on the guest(s) to initiate the manual sync.
For example, if an action that triggers the integration is RSVP Yes, then change the guest's status to Attending (RSVP Yes) and then back to the original status. If the guest's status is already RSVP Yes, then change it to a different status and then back to RSVP Yes. This will trigger the integration and re-sync the guest.
Each individual guest's status must be changed in order for that guest to be re-synced. If multiple guests need to be synced, we recommend multi-selecting and changing guests with the same statuses in bulk.
If an entire event hasn't been created in the connected system, manually sync one guest and this will automatically create the event in the corresponding integration as well.
Confirming the manual sync worked
The Activity Log is the source of truth for all things integrations. Check out the Activity Log within the event-level or organization-level Integrations tab to confirm that guest information successfully synced.
If you're still running into issues for any reason, send our team a note and we'll be happy to help.