Special Topics
Use this section to view special topics discussing Costpoint to GovWin Capture Management Integration, including connection settings, best practices in resolving issues, and information on running jobs and setting up options.
- Related Topics:
- Costpoint to GovWin Capture Management Integration Overview
Use the GovWin Capture Management integration applications in Costpoint to set up mapping tables and establish parameter records that will be used to export existing customer, employee, organization, project, vendor, and cost data from Costpoint into GovWin Capture Management. - GovWin Capture Management Integration Connection Settings
After applying the hotfixes and files for integration, new and existing users must enter the proper connection settings in the Costpoint 7.1.1 Configuration Utility to enable integration using Capture Management web services. - GovWin Capture Management Integration Best Practices
The following topics provide recommended practices that can help reduce the issues you can encounter when you integrate your data from Costpoint to GovWin Capture Management. - Setting Up Customer Information Options
Before you can transfer Customer (Client) information from Costpoint to GovWin Capture Management, you must use the Configure Customer Options screen to the define selection criteria for the customer (client) data information that you want to include in the integration process. - Setting Up Employee Information Options
Before you can transfer employee information from Costpoint to GovWin Capture Management or Deltek Resource Planning, you must use the Configure Employee Options screen to define the selection criteria for the data that you want to include in the integration process. - Setting Up Organization Information Options
Before you can transfer organization information from Costpoint to GovWin Capture Management or Deltek Resource Planning, you must use the Configure Organization Options screen to define selection criteria for the data that you want to include in the integration process. - Setting Up Project Information Options
Before you can transfer project information from Costpoint to GovWin Capture Management or Deltek Resource Planning, you must use the Configure Project Options screen to define the selection criteria for the data that you want to include in the integration process. - Setting Up Vendor Information Options
Before you can transfer vendor information from Costpoint to GovWin Capture Management, you must use the Configure Vendor Options screen to define the selection criteria for the data that you want to include in the integration process. - Running Jobs for GovWin Capture Management Integration
You need to perform the steps in this section after creating a Parameter ID on the Transfer GovWin Capture Management Data screen and selecting the types of data that you want to include in the integration. - Costpoint to GovWin Capture Management Integration Error Messages
This section lists and explains the error messages that may display on the Integration Process Logs.
Parent Topic: Transfer GovWin Capture Management Data