Use the GovWin IQ form of Integrations to configure
DPS to connect to your GovWin IQ instance and enter your GovWin IQ account information.
GovWin IQ
Use the following fields on the GovWin IQ form to set up the integration with GovWin IQ.
Integration with GovWin IQ is only available when the CRM application is activated.
When GovWin IQ is configured, the
Actions menu in the Opportunities hub includes an option for the user to connect to a GovWin IQ instance and import Opportunity records.
| Field | Description |
|---|
| Client ID
|
To implement the GovWin IQ integration features in
DPS, paste or enter your enterprise's GovWin IQ client ID in this field.
To obtain your client ID and client secret, see Integration Administration for GovWin IQ.
|
| Client Secret
|
To implement the GovWin IQ integration features in
DPS, paste or enter your enterprise's GovWin IQ client secret in this field.
|
Updating and Syncing
Use the following fields to set up options for data updates and syncing for GovWin IQ integration. You must select the
Automatically Update Opportunities from GovWin IQ option to enable the fields in this section.
| Field | Description |
|---|
| Automatically Update Opportunities from GovWin IQ
|
Select this check box if you want to automatically update information for active opportunities that were imported from GovWin IQ when information for those opportunities changes in GovWin IQ. The updates occur once every 24 hours at a time you specify in
Next Schedued Import.
This option is only available if you have entered your GovWin IQ client ID and client secret.
The update process updates opportunities with the Active status in
DPS for which changes were made in GovWin IQ since the last time the process ran. Included in the update is information imported from GovWin IQ for related firms and contacts.
The update process does not update
DPS for the following changes in GovWin IQ:
- Opportunity name change.
- Opportunity description change.
- Milestone date change.
- Milestone deletion. (However, it does add a new milestone in
DPS if one is added in GovWin IQ.)
|
| Last Updated
|
This field displays the last date and time that the process was run to update opportunities with changes from GovWin IQ.
|
| Username
|
If you select
Automatically Update GovWin IQ Records, enter a valid GovWin IQ username (email address) that the update process can use to connect to GovWin IQ.
|
| Password
|
If you select
Automatically Update GovWin IQ Records, enter the password for the GovWin IQ username.
|
| Validate
|
Click
Validate
to validate the username and password for updating from GovWin IQ records.
DPS runs the validation and displays a validation or synchronization successful message when complete.
|
| View Import Log
|
Click this link to view details from the most recent import log. This includes a table listing all data imports from the past month. Any imports that are older than one month are automatically purged from the table.
|
| Next Scheduled Import
|
This field displays the next date and time that the process will run to update opportunities with changes from GovWin IQ. Click
 in this field, and select the time that you want the update process to run each day.
Most enterprises select a time outside of normal business hours to avoid performance issues.
|
| Security Role
|
Specify the security role for the users that should receive the error notification. This field includes all security roles that are configured for
DPS.
|
| Sync Now
|
Select
Sync Now to manually run the data update.
The
Automatically Update GovWin IQ Records option must be checked to use this button.
|
Advanced Options
Use the following fields to set up advanced options for GovWin IQ integration.
| Field | Description |
|---|
| Honor Screen Designer Required Fields on Import
|
Select
No for this setting.
DPS does not currently support this option. If you select
Yes, you may receive errors when you import opportunities from GovWin IQ.
|
| Honor Workflow Rules on Import
|
Select this option for workflow to apply to imported records. For example, when this option is selected the workflow that is associated with the creation of a new record will be triggered when importing new records when
Honor Workflow is set to
Yes.
|
