Ashtix: Set up Salesforce Syncing

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

Beginning the install

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 can 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

Checking the install

In your Salesforce Org the information is now synced.

Example of your Humanitix website

Example of your Salesforce org