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iPoint Proposal Integration
iPoint Proposal Integration
Josh Willits avatar
Written by Josh Willits
Updated over a week ago

In January of 2023, we expanded our API with iPoint to include proposals. You can build a proposal and win a job in Portal, and then push that proposal into iPoint.

Connecting iPoint to Portal

In iPoint, go to Settings > Integrations > Portal. Enter in your Portal username and Password and click Get API Key.

Importing a Portal Proposal into iPoint

  • In the iPoint Proposal List, go to Options > Advanced and click Fetch Portal Proposals

  • Search for the Proposal you want to import

  • Click Import Proposal

iPoint will do the work and show a comparison at the end to ensure the iPoint totals match the Portal totals.

You can find additional complete documentation from iPoint here.

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