To easily import data from DevelopmentAid into Tenderwell, you need to have your Tenderwell instance connected to your company’s DevelopmentAid account.
To do so, follow these steps:
Click on Settings in the Navigation pane on the left side, and then on Application, underneath.
In the Application settings page, click on the Development Aid tab, on the right.
Copy the code within the Api internal key field, and send it via email to firstname.lastname@example.org.
4) Customer support will link the accounts for you so that on DevelopmentAid you will find a new button on Tenders/Grants and Experts called Export to Tenderwell:
Once you click on it, you will see a message like the following, confirming the exportation was successful.
You will then find the exported data in Tenderwell under Leads in the case of Tenders/Grants or Experts in case of Experts, with an internal title following a pattern such as DevelopmentAid-123456, which you will be able to edit freely after opening the Lead.