Humanitix: Set up Syncing to Salesforce

Using the Humanitix Sync Package, you can easily sync your events, orders, tickets, campaigns and contacts information made on the Humanitix website to your Salesforce CRM

Steps on how to Sync Humanitix to Salesforce

Step 1

• In your Humanitix Account, go to Profile.

Step 2

• Click Integrations.

Step 3

• Click 'Salesforce Managed Package' and you will be redirected to another page
• the URL should look like this: https://login.salesforce.com/packaging/installPackage.apexp?p0=xxxxxxxxxxxxxxxxxx
• It will now ask to login in your Salesforce org and install the package

Step 4

• Once the installation is done, click 'Connect Salesforce'
• It will ask again to login to your Salesforce org
• It will now look like this
  
  
  
  
• you may change your Salesforce Settings
  • Sync Events
    • All - Automatic all events will be sync
    • Selected Events - Select specific event to be sync
  • Contact settings
    • Match existing contact but dont update
    • Match existing contact and update
    • Always create new contacts
  • Create Account
    • toggle on to create account and off if not
  • Update frequency
    • Daily - sync every 24hrs
    • Hourly - sync every hour
    • On request - only if Manual Sync is clicked
• click Save

In your Salesforce Org the information is now synced

Example

In your Humanitix website

In your Salesforce org