Set Up Integration with GovWin IQ

To implement the features that integrate iAccess with GovWin IQ, first contact your GovWin IQ Customer Success Manager and then use the GovWin IQ Web Service utility in Ajera CRM to configure the integration.

To set up integration with GovWin IQ, complete the following steps:

1. If you have not already done so, subscribe to the GovWin IQ Web Service and obtain the required Web service user name and password to access GovWin IQ.
2. Notify your GovWin IQ Customer Success Manager (CSM) that you want to integrate GovWin IQ with both iAccess and core Ajera CRM, and give them your iAccess URL.
3. Your CSM then performs some configuration steps in GovWin IQ. When he or she notifies you that the GovWin IQ configuration is finished, complete the remaining steps below.
4. From the Ajera CRM Navigation menu, click Utilities > Advanced Utilities > GovWin IQ Web Service.
5. Click the Configuration tab.
6. To obtain your client ID and client secret, click the Integration Administration link in the text at the top of the tab. If prompted, enter your GovWin login credentials.
7. On the Authorization Administration page in GovWin IQ, follow the instructions to generate your client ID and client secret.
8. Copy the client ID and paste it into the Client ID field on the Configuration tab of the GovWin IQ Web Service form in Ajera CRM.
9. Copy the client secret and paste it into the Client Secret field on the Configuration tab of the GovWin IQ Web Service form.
10. Enter the web service user name and password associated with your GovWin IQ subscription.
11. Click the Validate button to verify that the subscription information is correct.
12. Complete the remaining fields and options on the Configuration tab of the GovWin IQ Web Service form.