Help

Connect ChabadOne

Sign in to the Salesforce org that runs ChabadOne. Attendance, ticket purchases and donations start landing in ChabadOne's own records, with all three switches on.

ProOwner
On this page

ChabadOne is built on Salesforce, so you connect it by signing in to the Salesforce org that runs your ChabadOne. From then on, registrations, check-ins, ticket purchases and donations arrive in ChabadOne's own records as they happen. There's nothing to map.

Before you start

  • Connecting needs Pro, and only the org's owner can do it.
  • Sign in as a ChabadOne user who can create contacts and Income records. Ovante has exactly that user's access.

Connect

  1. 1
    Open Settings → Integrations.
  2. 2
    On the ChabadOne CRM card, click Connect.
  3. 3
    If you're connecting a sandbox, tick This is a sandbox org.
  4. 4
    Click Continue to Salesforce.
  5. 5
    Sign in to the Salesforce org that runs ChabadOne and approve the connection.
  6. 6
    You're back on the ChabadOne page in Ovante, and the top row says Connected.

The three switches

All three start on. Each one saves the moment you flip it.

SwitchWhat it does
Track attendance as Event campaignsEach event becomes a Campaign with the Event record type. Registering makes someone a Confirmed member, a check-in marks them Attended, and Not going or a refund makes them Declined.
Book ticket purchases as IncomeEach paid checkout becomes a Charge and a Payment on the buyer, against the event's Campaign. Free orders book nothing.
Book donations as IncomeEach donation becomes a tax-deductible Charge and a Payment on the donor.

There's no switch for people. Someone new gets a Web contact the first time a switch that's on sends something about them: a registration, a purchase or a gift. With all three off, nothing is sent.

When
Someone registers, gives or buys while ChabadOne is connected
Then
Ovante creates a ChabadOne Web contact with a Form Submission for your team to review, and ChabadOne's own rules decide who it is. Once ChabadOne merges it into a person, later check-ins and gifts follow to that person.
Every rule in How Ovante decides

Check it

Open the menu on the top row and click Test connection. Ovante checks that the user can create contacts and Income records, without reading any of your records. If it says ChabadOne is reachable, but read-only, ask your ChabadOne admin for access, or reconnect as another user.

Next

Was this helpful?
Updated Oct 25, 2026

Related

How ChabadOne sync worksEvery new person arrives as a ChabadOne Web contact for your team to review. Attendance becomes Event campaign members, and money becomes Income booked as a Charge and a Payment.Bring in past eventsSend your history to Salesforce or ChabadOne once per connection, oldest first. The dialog counts what it will send before you start.What Ovante reads in your CRMOvante reads your Salesforce or ChabadOne records only by id, by the Ovante id it wrote, or in a bounded match on one person's email or phone. It never lists, counts or exports them.Which integration fitsSalesforce and ChabadOne write into your CRM's own records. Zapier, Make and a custom webhook send Ovante's events to any tool you point them at.
PreviousWhat Ovante reads in your CRMNextHow ChabadOne sync works