A proven process for success
Every integration follows the same eight steps. The first three are a free consultation. We take the time to understand your event and your goals. You see the data move in a sandbox before anything touches production. If you’re not satisfied with the integration, we’ll refund you.
Eight steps. Nothing goes live without your approval.
- Free ConsultationNo cost, no obligation
Plan
We meet with your team to understand how your event works, what data needs to move, and what rules it needs to follow. Not sure who should join the call or what details we’ll need? Don’t worry - we’ll guide you through it.
Architect
As part of your free consultation, we turn your requirements into a clear architecture document covering source systems, destinations, field mappings, filtering, and business logic. We also outline what your IT team will need to review and approve.
You keep this requirements document and can use it internally whether you hire us or not.
Verify
With read-only access to your systems, we inspect your actual data structure and API capabilities to confirm everything in the plan will work as expected and flag any adjustments early.
We update the architecture document with anything we find.
Commercials
If you’d like us to build it, we turn the architecture document into a straightforward, fixed-price proposal. We’re also happy to join calls with your stakeholders or IT security reviewers to help get everything approved smoothly.
Build
Our team builds and configures your integration in a safe test environment. Nothing goes live without your approval, and we run thorough data quality checks before handing it over for your review.
Quality Check & Approval
You test the integration in a sandbox environment (or a dedicated test event if your platform doesn’t have a sandbox). We give you a clear checklist so you can see real records flowing, check the formatting, and confirm every rule works. Nothing goes live without your approval. Money back guarantee. If you’re not satisfied with the integration, we’ll refund you.
Mostly our team, but we recommend setting aside 1 to 2 hours for your review.
Go Live
Once you sign off, we take the integration live and monitor it continuously through your event until the shut-off date we agree on together.
Repeat
If you run multiple events a year or an annual conference, we save your integration as a template so we can clone it and adjust the rules for your next show at a fraction of the initial cost.
Money back guarantee. If you’re not satisfied with the integration, we’ll refund you.
What organizers ask before the first call
What access do you need?
During scoping, we only ask for read-only access so we can inspect your data structure and confirm the plan. Write access is enabled first in a sandbox or test event, and only pointed at production after you’ve tested and approved everything.
Will you change anything in our systems?
Never without your sign-off. Every integration is built and verified in a sandbox first, and nothing goes live until you approve it. If you need a fast rule change on show day, we follow an expedited review step so changes happen safely and quickly.
How long does a first integration take?
A typical first integration takes 2 to 4 weeks depending on the number of systems and how quickly API credentials are provisioned. Repeat events are much faster, and we also offer a 2-day rush service when your event is right around the corner.
What happens after go-live?
You have full access to a dashboard showing sync frequency, system health, record counts, and item-by-item logs. Meanwhile, our team actively watches for errors and stays on call through your live event.
Start with a free consultation.
No obligation. You’ll leave with a clear requirements document whether or not you work with us.
Not sure if we’re the right fit? contact@eventdata.pro