CRM/GovWin/RP Integration Interface
Use screens under CRM/GovWin/RP Integration Interface to transfer data from Costpoint to GovWin Capture Management or from Costpoint to Resource Planning.
- Related Topics:
- Migrate GovWin Capture Management Data
Use the Migrate GovWin Capture Management Data screen to transfer vendor, customer (client), opportunities, and contracts (projects) information from your GovWin Capture Management system into Costpoint. - Transfer GovWin Capture Management Data
Use this screen to transfer Lookup, customer, employee, organization, project, vendor, project, and cost data from Costpoint to GovWin Capture Management using Vision web services. - Transfer Resource Planning Data
Use this screen to transfer code tables, organization, employee, project, and project historical hours from Costpoint to Deltek Resource Planning. - Configure Customer Options
Use this screen to define export parameters for customer, customer address, and customer contact information. - Configure Employee Options
Use this screen to define export parameters for employee information. - Configure Organization Options
Use this screen to define export parameters for organization information. - Configure Project Options
Use this screen to define export parameters for project information. - Configure Vendor Options
Use this screen to define export parameters for vendor, vendor address, and vendor contact information. - Manage Project Level Mapping
Use this screen to create project level mapping information.
Parent Topic: System Administration Interfaces