Bring in past events

A new connection hears only what happens after you connect. Bring in past events sends your history too: every past registration, order, donation and refund, as if it were happening now, oldest first. It runs once per connection.

Before you start

• Turn on the switches you want the history to fill. The replay sends only what the connection is set to hear: Campaigns, Tasks, or Income.
• Attendance has to be on: Track attendance as Campaigns for Salesforce, Track attendance as Event campaigns for ChabadOne. Without it the menu item is turned off.
• A long history counts against your Salesforce org's daily API limit. Pick a start date if you only need recent events.

Bring them in

1. 1
   Open Settings → Integrations, and click Open on the Salesforce or ChabadOne CRM card.
2. 2
   Open the menu on the top row and click Bring in past events.
3. 3
   To send only recent events, set Only events from. Leave it empty for everything.
4. 4
   Check the count under the field: how many events and registrations it will send.
5. 5
   Click Bring in past events. A message says how many items are on their way. They reach your CRM over the next few minutes, and History shows each one.

What it sends

• Each past event becomes a Campaign with everyone who registered, attended or cancelled.
• Orders, donations and refunds go too, each only if the connection is set to hear it.
• Refunds wait a few minutes behind the rest, so an order lands before it's cancelled.

Good to know

• It never books anything twice. Both connectors look for what they already wrote: Salesforce by the Task's person, subject and day; ChabadOne by the Ovante id on each Income record.
• Once it has run, the menu item shows Done and the date.
• It becomes available again only on a fresh start: after you disconnect and connect again, or reconnect to a different Salesforce org.
• Other organizations' deliveries aren't held up behind yours. Ovante takes turns between orgs.