To implement the features that integrate
Deltek CRM with GovWin IQ, use the Integrations & Imports area in the Configuration workspace to enter your firm's GovWin IQ account information.
To set up integration with GovWin IQ, complete the following steps:
-
In the Configuration workspace, click
on the left edge of the
Deltek CRM page to go to the Integrations & Imports area.
-
Click
next to
GovWin IQ.
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In the tooltip, click
Integration Administration.
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If the GovWin login page displays, enter your GovWin credentials.
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On the Authorization Administration page in GovWin, follow the instructions to generate your client ID and client secret.
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Copy the client ID in GovWin and paste it into the
CLIENT ID field for GovWin IQ in the Integrations & Imports area in the Configuration workspace.
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Copy the client secret in GovWin and paste it into the
CLIENT SECRET field for GovWin IQ in the Integrations & Imports area in the Configuration workspace.
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Do one of the following:
- 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, select
Allow new records.
- If you do not want users to have the option to create missing
organization and contact records during the import process, clear
Allow new records.