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.
Contents
| Field | Description |
|---|---|
| GovWin IQ: 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
|
| GovWin IQ: 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. |
| GovWin IQ: 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
organizations and contacts associated with the opportunities that do not already exist in
Deltek CRM. The user selects the
organizations 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 organization or contact records. In that case, if they are needed you must manually add them and associate them with the related opportunities. |
| Kona: 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. |
| Kona: 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. |
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