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(Note that GoTeamUp is different to a different platform by of a similar name called TeamUp)
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How it works
Content on GoTeamUp | Content that gets created on Makerble |
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Customers | |
Events | Events |
Attendances | Stories |
How it works in 3 steps:
Choose the Class Type (Offering_Type) from GoTeamUp that you want to bring across to Makerble.
Pick the event category to use and project you want the events to be created within
Next, do a Contacts Mapping to bring across the bio details of the customers added to those events (e.g. name, email address)
Finally, do an Attendances Mapping to create stories on Makerble that reference whether that contact attended the event or not
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Do the initial connection between the two platforms
Part A - Add the integration
Select Connections in the left sidebar and choose Integrations
If you see GoTeamUp already listed, move on to Part B; otherwise, continue.
Click Add an integration: a dropdown list appears, choose GoTeamUp
Press Save
You’ll now see GoTeamUp displayed. Click Manage.
Part B - Initial Platform Settings
On the GoTeamUp Account page: Click Manage and choose Initial Platform Settings
You’ll arrive on this page: add these details from GoTeamUp. You’ll find them in your GoTeamUp Settings tab but if you’re unable to locate them, contact GoTeamUp’s support team
Once done, press Save
Part C - Connect to GoTeamUp
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You can only move on to this step once you have completed the previous two parts of the process |
On the GoTeamUp Account page: Click Manage and choose Connect to GoTeamUp
Follow the prompt to login to GoTeamUp and authorise the connection between Makerble and GoTeamUp.
Once that’s done, you can now move on to the Mappings stage.
Do the mappings for each Class Type (offering_type)
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