Integrations & Imports Area of Configuration: Integrations Tab
To implement the features that integrate Deltek CRM with GovWin IQ or Kona Business, use the Integrations & Imports area in the Configuration workspace to enter your firm's GovWin IQ account information and Kona Business account information. To use any of the APIs to import data from other applications into the Resource Planning module, use the Integrations tab to generate the ID and secret that your applications will use to access Deltek CRM through the APIs.
The option to use APIs to bring planning information into Deltek CRM from other applications is only available if you activated the Resource Planning module.
Contents
GovWin IQ
Use the following fields on the Integrations tab to set up the integration with GovWin IQ.
| Field | Description |
|---|---|
| CLIENT ID |
To implement the GovWin IQ integration features in Deltek CRM, paste or enter your firm's GovWin IQ client ID in this field. To obtain your client ID and client secret, click
|
| CLIENT SECRET | To implement the GovWin IQ integration features in Deltek CRM, paste or enter your firm's GovWin IQ client secret in this field. |
| Allow new records |
Select Allow new records if you want users, when they import opportunities from GovWin IQ, to have the option to create records in Deltek CRM for companies and contacts associated with the opportunities that do not already exist in Deltek CRM. The user selects the companies and contacts they want from a list of missing records, and the import process creates records for them. Clear Allow new records if you do not want the import process to create any missing company or contact records. In that case, if they are needed you must manually add them and associate them with the related opportunities. |
| Automatically update GovWin IQ Records |
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 SCHEDULED 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 Deltek CRM 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 companies and contacts. The update process does not update
Deltek CRM for the following changes in 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. If the update process fails for some reason, an email alert will be sent to this email address. |
| PASSWORD | If you select Automatically update GovWin IQ Records, enter the password for the GovWin IQ username in USERNAME. |
| Last Updated |
This field displays the date and time that opportunities were last updated with changes from GovWin IQ. If you later change your time selection in NEXT SCHEDULED IMPORT, Deltek CRM removes the current process and creates a new one. Because that new process has not yet been run, this field displays None. |
| Next Scheduled Import | This field displays the next date and time that the process will run to update opportunities with changes from GovWin IQ. |
| NEXT SCHEDULED IMPORT |
Click
Most firms select a time outside of normal business hours. |
next to
in this field, and select the time that you want the update process to run each day.
Kona
Use the following fields on the Integrations tab to set up the integration with Kona Business.
| Field | Description |
|---|---|
| CLIENT ID |
To implement the Kona Business integration features in Deltek CRM, paste or enter your firm's Kona Business client ID in this field. To obtain your client ID and client secret, use the procedure in Set Up Integration with Kona Business. |
| CLIENT SECRET | To implement the Kona Business integration features in Deltek CRM, paste or enter your firm's Kona Business client secret in this field. |
API Authorization
If you have the Resource Planning module and want to use any of the APIs to import data from other applications into that module, use the following controls on the Integrations tab to generate the ID and secret that your applications will use to access Deltek CRM through the APIs.
APIs only exist for the Resource Planning module. If you have not activated the Resource Planning module, the API Authorization fields do not display.