You need to configure Conga Contract Intelligence (CCI) set up to import documents using intelligent import.

Prerequisite

You have Conga Contract Intelligence (CCI) license. 

To set up CCI in Salesforce

  1. Navigate to the Salesforce homepage.
  2. Click Setup in Conga Contract Intelligence - Admin Actions widget.

  3. Enter the API URL, API token, and Tenant information.

    Enter the region-specific API URL.

    For example:

    Preview Environment:

    NA: https://rls-preview.congacloud.com

    EU: https://rls-preview.congacloud.eu

    AU: https://rls-preview.congacloud.au

    Production Environment: 

    NA: https://rls.congacloud.com

    EU: https://rls.congacloud.eu

    AU: https://rls.congacloud.au


  4. Turn on the Active toggle.
  5. Click Save.

You have set up the CCI application in Salesforce.

To set up CCI in Conga Platform

  1. Click  > Admin Console and click Contract Intelligence () icon in the navigation menu. The Contract Intelligence Setup page is displayed with a default entry for CCI admin configuration. The Tenant field value is automatically populated.
  2. Verify the Active field value. If set to No, click Edit and toggle the button to Yes.
  3. If needed, modify the organization details and agent description.
  4. Click Save.

You have set up the CCI application in Conga Platform.