In this article:

• Where is it?
• Setting up the integration
• Adding an Attendee from PRISM
• Adding a Company from PRISM
• Adding Company Reps

Where is it?

Once the integration is enabled, you’ll see a PRISM Lookup option in your Attendees and Companies tabs:

(Back to top)

Setting up the integration

Step 1. Reach out to your Datazoic Representative. They’ll help you get started.

Step 2. In your MeetMax account, go to the Configure tab. Choose Event Settings, then Enable Features:

Step 3. Scroll down to the Integrations section.

  • Under Do you wish to integrate with PRISM, choose Yes.

  • Next, choose how you want your participants to identify themselves to MeetMax. Learn more about this here.

For more details on this, see the section below on How participants can register themselves.

Step 4. Scroll to the bottom of the page and click Save:

Step 5. Datazoic will give you a Bearer Token and an API Endpoint to paste into MeetMax.

From the Enable Features page, click on the PRISM tab as shown below.

Paste your token and endpoint into the fields. Then click Save:

Step 6. Reach out to our Support team for help with one last step: mapping your PRISM fields to the registration form fields in MeetMax. That way, we’ll pull your data to the right locations.

Now you’re ready to use the integration!

(Back to top)

Adding an Attendee from PRISM

From the Attendees tab in MeetMax, you can look up a record from your PRISM account. Then you can use it to register that person for your event.

Step 1. Head to the Attendee PRISM Lookup page:

Step 2. Choose how you want to search your PRISM database. You can use one criteria, like a company name or email address. You can also use multiple criteria together, like a first and last name:

Step 3. MeetMax then displays any PRISM records that match your criteria. You might see one record or many. In this example, since we searched by first and last name, we have one record.

Click the Import button to bring this record into MeetMax:

Step 4. You’ll now see your event's Attendee registration form, with all the details added from the PRISM record.

You can add other information here if you like. In this example, we'll add a Username so that this Attendee will be able to log into MeetMax. Since we couldn’t have pulled that in from PRISM, you’d add it here.

Click Submit to complete the registration:

Step 5. This Attendee is now registered! You’ll see them in your Attendee List, where you can perform all of MeetMax’s backend tasks:

(Back to top)

Adding a Company from PRISM

You can also register Companies or organizations for your event. Learn more about user types here.

Step 1. Head to the Companies tab, then choose PRISM Lookup:

Step 2. Choose how you want to search your PRISM database. For a company record, using Company Name works well:

Step 3. You’ll see one or more PRISM records that match your criteria. (Here, we searched “Federal.”)

Choose the company you want to register, and click the Import button:

Step 4. You’ll now see your event's Company registration form, with all the details filled out from the PRISM record.

You may need to add other information here, like adding a username to log into MeetMax.

Click Submit to complete the registration:

Step 5. This Company is now registered! You’ll see them in your Company List, where you can perform all of MeetMax’s backend tasks:

(Back to top)

Adding Company Reps

Company Reps can be added to MeetMax by either:

• Your admin team
• The Company’s main contact

As long as the Rep’s record is connected to the Company’s record in PRISM, those connections will import to MeetMax.

Learn more about Company Rep registration here.

What’s Next?

Once you’ve completed registration, you can:

• Locate and update MeetMax records that aren’t connected to PRISM
• Learn more about meeting requests
• Learn more about scheduling meetings