Use the Configuration tab to enter GovWin IQ subscription information and specify your preferences for transferring data from GovWin IQ to
Ajera CRM.
Subscription Information
| Field | Description |
|---|
| Client ID
|
To implement the GovWin IQ integration features for
Ajera CRM and for iAccess, paste or enter your firm's GovWin IQ client ID in this field.
To obtain your client ID and client secret, click the
Integration Administration link at the top of this tab. If prompted, enter your GovWin login credentials. On the Authorization Administration page in GovWin, follow the instructions to generate your client ID and client secret. You can then copy the client ID and paste it into this field, and copy the client secret and paste it into the
Client Secret field.
|
| Client Secret
|
To implement the GovWin IQ integration features for
Ajera CRM and for iAccess, paste or enter your firm's GovWin IQ client secret in this field.
|
| User Name
|
Enter the Web services logon name associated with your GovWin IQ subscription (for example, webservices@companyname.com).
|
| Password
|
Enter the password associated with this user name.
Like other GovWin IQ passwords, this password expires every 90 days. To continue using the GovWin IQ integration after the expiration date, you must create a new password in GovWin IQ and enter that new password in this field.
|
| Validate
|
After you enter all of the subscription information, click this button to verify that the information is correct.
|
Opportunity Options
| Field | Description |
|---|
| Create New Opportunities
|
Select this option if you want to use the GovWin IQ Web Service utility to transfer data for new opportunities from GovWin IQ to
Ajera CRM. When you run the import process, a new opportunity is created in the Opportunity Info Center in
Ajera CRM for each new record transferred from GovWin IQ.
Opportunity data from GovWin IQ displays on the IQ Info tab of the Opportunity Info Center.
|
| Update Existing Opportunities
|
Select this option if you want to use the GovWin IQ Web Service utility to transfer updated data from GovWin IQ to
Ajera CRM for opportunities that already exist in
Ajera CRM. For updates to occur, the
Ajera CRM opportunity must be linked to a GovWin IQ opportunity through the
IQ ID field on the IQ Info tab of the Opportunity Info Center, and the status of the
Ajera CRM opportunity must be Active. If those requirements are met, the import process performs the updates for Tracked Opportunities whether or not the Tracked Opportunity is selected for downloading in GovWin IQ. However, other types of opportunities in GovWin IQ (Bid Notifications, Task Orders, and so on) must be selected for downloading in GovWin IQ if you want the import process to update the information for them in
Ajera CRM.
|
| Stage for New Opportunities
|
Select the stage you want to assign to opportunities that you transfer from GovWin IQ to
Ajera CRM (Lead or Proposal, for example).
|
| Email for Notifications
|
If you want to receive an email notification if the import process fails, enter an email address in this field. For example, if the Web service password expires and the import process fails as a result, this email address will receive a notification. The notification includes the text of the error message related to the failure.
|
| Audit User
|
Leave
GovWin IQ as the
Audit User name.
|
| Ignore Required Fields when Creating New Records
|
Select this option to allow
Ajera CRM to ignore all fields that are required, as configured in the screen designer. This includes Opportunities,
Clients, and Contacts. System-required fields are still required by the import.
This option is selected by default.
|
| Allow Import to Trigger Workflows
|
Select this option to start the user defined workflows for the newly imported data.
This option is not selected by default.
|
