Set Up Imports from Contract Intelligence Fields and Provisions

You need Salesforce System Administrator access and these custom permission sets:

Evisort Admin

Evisort Metadata Custom Field Permission

Set up scheduled jobs for

Import Custom Field and Provision Definitions

and

Import Document Field and Provision Values

. See Set Up Scheduled Jobs

You can import Contract Intelligence field and provision values into Salesforce Connector’s custom

Evisort__c object

. You can use these fields in reporting or custom scripts to ensure the contract data in Salesforce is updated with the latest information extracted from Contract Intelligence.

From the

Evisort Admin

page in Salesforce, navigate to

Sync Fields

in the left menu, then scroll down to the

Sync Fields

section.

This section shows the list of available Contract Intelligence fields.

Option	Description
Label	The label of the field from Contract Intelligence.
Type	The data type of the field in Salesforce.
Active	A check box that indicates whether the field is active for syncing metadata to Salesforce.
Field Status	A check box that indicates whether the field is available in Salesforce.

If you can’t access the expected Contract Intelligence fields, you can manually force a refresh to update the list of fields.

Click

Pull from Evisort

Click

Assign Field Permission

There may be a small time lag before the fields are visible.

To prevent unneeded data being imported into Salesforce, de-activate fields as needed.

From the Evisort Admin page, navigate to

Sync Provisions

in the left menu, then review the

Sync Provisions

section.

If you can’t see the expected Contract Intelligence provisions, you can manually force a refresh to update the list. Click the

Pull from Evisort

button.

To prevent unneeded data being imported into Salesforce, de-activate provisions as needed.