Configuration Tab of GovWin IQ Web Service

Use the Configuration tab to enter GovWin IQ subscription information and specify your preferences for transferring data from GovWin IQ to GovWin Capture Management.

Contents

Subscription Information

Field	Description
Client ID	To implement the GovWin IQ integration features for GovWin Capture Management 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 GovWin Capture Management 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, [e-mail]).
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 GovWin Capture Management. When you run the import process, a new opportunity is created in the Opportunity Info Center in GovWin Capture Management for each new record transferred from GovWin IQ. Opportunity data from GovWin IQ displays on the IQ Info tab and the Procurement Details 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 GovWin Capture Management for opportunities that already exist in GovWin Capture Management. For updates to occur, the GovWin Capture Management 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 GovWin Capture Management 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 GovWin Capture Management.
Stage for New Opportunities	Select the stage you want to assign to opportunities that you transfer from GovWin IQ to GovWin Capture Management (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 GovWin Capture Management to ignore all fields that are required, as configured in the screen designer. This includes Opportunities, Customers, 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.