Retrieve external resource fields
- On the Proposals page, select your proposal, then click Edit > Integration.
- Select a data server, then connect to it with your ProPricer credentials or Windows credentials.
- To change your login type, go to your system settings.
- Click Select External Resource Fields. All available resource fields will appear.
- Select the resource fields that your proposal needs. The values for a selected field will appear in the grid to the right.
- Click Accept.
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