Connect Your GovWin IQ Instance

You must connect your GovWin IQ instance and enter the GovWin IQ account information before you can integrate with DPS.

Integration with GovWin IQ is only available for the CRM application. If you have not activated the CRM application, the GovWin IQ fields do not display.

To connect your GovWin IQ instance to DPS:

1. In the Navigation pane, select Utilities > Integrations > GovWin IQ.
2. Enter your enterprise's GovWin IQ Client ID and Client Secret. To obtain your client ID and client secret, see Integration Administration for GovWin IQ.
3. Select the Automatically Update GovWin IQ Records 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 companies 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.)
4. 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.

5. Enter the Password for the GovWin IQ username.
6. Click Validate to validate the username and password for updating GovWin IQ records. DPS runs the validation and displays a validation or synchronization successful message when complete. If unsuccessful, an error message displays.
7. If you want to schedule when the next import takes place, click and select the time that you want the update process to run each day.
8. Specify the security role for the users that should receive the error notification. This field includes all security roles that are configured for DPS.
9. Select Sync Now to manually run the data update.
10. Select Allow new records if you want users, when they import opportunities from GovWin IQ, to have the option to create records in DPS for firms and contacts associated with the opportunities that do not already exist in DPS.
11. Select No under Honor Screen Designer Required Fields on Import.

    DPS does not currently support this option. If you select Yes, you may receive errors when you import opportunities from GovWin IQ.

12. Select Honor Workflow Rules on Import 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.
13. Click the View Last Error Log to view details from the most recent error log.

    Failures are recorded in an error log table. If alerts are configured, DPS sends a notification center alert to the users with roles impacted by the failure. See the Troubleshoot Salesforce Errors online help topic for additional information.