Integration of iAccess with GovWin IQ

GovWin IQ from Deltek is integrated with iAccess so that you can import opportunities from GovWin IQ into iAccess. Deltek's GovWin IQ helps government contractors win more business by providing a centralized and detailed platform for insight into opportunities at all stages of the contracting lifecycle. GovWin IQ provides comprehensive information surrounding each opportunity to save you critical time hunting for the right contacts, identify opportunities well in advance of public notices, and locate teaming partners.

Overview

You can import opportunities from GovWin IQ if your firm has a GovWin IQ account, if the GovWin IQ integration has been implemented, and if you have the necessary credentials to connect to GovWin IQ. Contact your system administrator for details.

You can import opportunities from any of the following categories of opportunities to which your firm has access in GovWin IQ:

• Tracked Opportunities
• TOONS
• Bid Notifications
• Lead Alerts

If you set up the GovWin IQ integration with iAccess, you can also use the GovWin IQ Web Service utility in Ajera CRM to import opportunities. (Refer to the Ajera CRM help for more information about that utility.) However, the import process in iAccess is a more fully featured opportunity import process than the Ajera CRM import.

Implement GovWin IQ Integration

To implement GovWin IQ integration with iAccess, first contact your GovWin IQ Customer Success Manager so they can complete some preliminary configuration tasks in GovWin IQ. You then obtain your GovWin IQ client ID and client secret and enter them on the Configuration tab of the GovWin IQ Web Service utility in Ajera CRM. See Set Up Integration with GovWin IQ for step-by-step instructions.

To verify that the integration is in place, connect to GovWin IQ from iAccess. Click on the iAccess toolbar and click My Settings. Click Connect next to GovWin IQ, enter the email address and password that you use to access GovWin IQ, and click OK.

Use GovWin IQ Integration

To use the integration with GovWin IQ, you must have valid login credentials for GovWin IQ. (If you enter your GovWin IQ login credentials on the My Settings dialog box, you can import opportunities from GovWin IQ to iAccess without having to log in to GovWin IQ.)

Import Opportunities from GovWin IQ

Integration with GovWin IQ enables you to add new opportunities in iAccess by importing opportunities, with their associated data, from GovWin IQ. To do that, you display the Add Opportunity form in iAccess, click Import From GovWin IQ, and search for and select the opportunities to import. If necessary, you can do multiple searches and then import all of the opportunities from those search results with a single import process.

The import process creates each new opportunity in iAccess using the opportunity data in GovWin IQ. It also preserves the association with the opportunity in GovWin IQ. You can click the ID in IQ Record in the summary information on the left side of the Opportunities area to display a tooltip containing the opportunity solicitation date and number and opportunity status in GovWin IQ, and you can also click More in the tooltip to open a new browser tab and display the complete opportunity information in GovWin IQ. Be aware, however, that if you update the data for an opportunity in iAccess or the opportunity information in GovWin IQ is updated, the data for the associated opportunity in the other product is not automatically updated also.

You can import the same opportunity multiple times if, for example, you pursue it more than once with different teams. When you select an opportunity for import that already exists in iAccess, the import process, to avoid creating duplicate opportunities by mistake, asks you to confirm that you want to import the opportunity again.

Initiate the Import from Within GovWin IQ

You can also initiate the import of an opportunity into iAccess while viewing that opportunity in GovWin IQ. Click Add to Deltek CRM in GovWin IQ to display the opportunity information in the Add Opportunity form in iAccess so you can fill in additional data and save the opportunity. Once the data from GovWin IQ is in the Add Opportunity form, the process is the same as when you start the import from within iAccess. (If you are not already logged in to iAccess when you click Add to Deltek CRM, you are prompted for your login credentials before the opportunity data is displayed in the Add Opportunity form.)

Associated Records

When you import opportunities, the process attempts to determine if the primary clients and the competitors associated with the opportunities in GovWin IQ already exist in iAccess as companies. To do that, it looks for a company with the same GovWin IQ ID or with an exact match of the company name or alias. If that search fails for one or more companies, you are given the option to have the import process create some or all of the missing companies. In some cases, you may not want a company created. For example, the company may actually exist already in iAccess but with a slightly different name, or you may not want to import all competitors into the iAccess database.

Similarly, if the import process cannot verify, using either the contact GovWin IQ ID or email address, that some contacts associated with the opportunities already exist in the Contacts area of iAccess, you are given the option to create some or all of those contacts. If that option is not selected, you must manually add any missing contacts that you want in iAccess.

If the number of companies and contacts that potentially need to be created exceeds 100, the list of individual items is not displayed. Instead, you are given the options to create records for the primary client, for all contacts, and for all competitors. You can select any, all, or none of these three options, but you cannot select individual companies or contacts.

System Field Values

If you import an opportunity from GovWin IQ that has new values for one or more of the following system fields, the import process automatically adds those new values to the drop-down lists for those fields:

• Award Type
• Competition Type
• Contract Type
• NAICS

An opportunity in GovWin IQ can have multiple values for some of these fields, but in iAccess, each field can have only one value when you import the opportunity. In that case, the field in iAccess is set to the first value from GovWin IQ by default, but all of the values from GovWin IQ are added to the drop-down list for the field so you can select a different value if the default value is not what you want.

Display the Current GovWin IQ Record for an Imported Opportunity

When you import an opportunity into iAccess from GovWin IQ, the GovWin IQ ID displays in the summary area for the opportunity. You can click the ID to display a tooltip containing the opportunity solicitation date and number and opportunity status in GovWin IQ. Click More in the tooltip to open a new browser tab and display the complete opportunity information in GovWin IQ. (The iAccess opportunity information remains available on the original browser tab.) If you are not already logged in to GovWin IQ, the GovWin log-in page displays first.