• Document variables

  The following list of codes can be inserted into your documents so that, when exported from the Documents tab within an event, the code will be replaced with data from the event. For further details or instructions, please contact support by using the live chat feature (select the blue speech icon at the bottom right). Today's date date Event name eventName Event code eventCode Event date eventDate Event time eventTime Enquiry date eventEnquiryDate Event deSome readers

• Connect to Xero

  Following Xero's deprecation of private integrations that simply require an API key, we have updated our integration to use Xero's OAuth2.0 authentication. Functionally everything will continue to work the same, however you need to reauthorise the connection to Xero by following the steps below. You can read more about Xero's reasons for this update, here. How to authorise EventWorksSome readers

• Zapier Integration

  EventWorks Zapier Integration (Beta) Overview The EventWorks Zapier integration allows you to automate tasks and workflows by connecting EventWorks with other applications on Zapier. This integration includes triggers for new events, updated events, account management, contact handling, and invoice processing, enabling seamless workflows across your business tools. Our Zapier integration is currently in a public beta, which means there may be some minor changes before launch. You can aSome readers

• MailChimp Integration

  Our MailChimp integration allows you to: Subscribe and unsubscribe your EventWorks Contacts to a MailChimp list View subscriber activity when viewing a Contact in EventWorks Create Segments based on EventWorks data Subscribe and unsubscribe your EventWorks Contacts to a MailChimp list Edit a Contact At the bottom of the Contact form, switch the Subscribed switch to either Yes or No. The Contact will be subscribed or unsubscribed accordingly ViewFew readers

• HubSpot Integration

  Enabling the Integration To connect to HubSpot, click Connect under the HubSpot logo on the integrations page, which is accessed by clicking Integrations under the settings cog drop down menu. Once you have authorised EventWorks to connect to your HubSpot account, you'll be prompted to map the fields on EventWorks to the corresponding fields in HubSpot. EventWorks/HubSpot field mapping The coluFew readers

• Signable Integration

  Connecting EventWorks to Signable: A Step-by-Step Guide Introduction This document will guide you through the process of connecting your EventWorks account to Signable. By linking these two platforms, you can streamline your document signing process, making it easier to manage and track signed documents. Follow the steps below to obtain your API key from Signable and enter it into the EventWorks integration settings. Steps to Connect EventWorks to Signable Step 1: Obtain Your SigFew readers

• Using the Xero Integration

  Once your Xero integration has been configured, EventWorks will seamlessly with Xero to sync Invoices, Credit Notes, Contacts and Payments. Send an invoice or credit note to Xero Once you have created a draft purchase invoice or credit note in EventWorks, click the Send to Xero button to create a copy of the invoice or credit note in Xero. The invoice will be created as a draft in Xero and the invoice number allocated by XFew readers

• How to update the Xero certificate

  How to update the Xero certificate If you are receiving an error message when attempting to send an invoice to Xero, it may be due to an expired certificate within the integration.  An updated certificate is required from 01/03/2020.  Please see instructions below on how to update the certificate. These steps must be performed by the user that initially set up the Xero integration. Select https://developer.xero.com/  From the landing page selecFew readers

• Getting the calendar address

  Getting the calendar address On the navigation menu on the left select Diary. Select the Show calendar address button at the bottom of the diary page. Click the Copy calendar address button to copy the address to your clipboard and then select Close. You can then use this calendar address to sync the EventWorks diary with the calendar of your choosing.  Please refer to your calendar provider for details on how to add external calendars to your account. Was this article heFew readers