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Conga Product Documentation

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CLM for Salesforce

CLM for Administrators

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Setting Up Conga Contract Intelligence (CCI)

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

Prerequisites You have Conga Contract Intelligence (CCI) license.

To set up CCI

  1. Click > Admin Settings > Contract Intelligence.
    The Contract Intelligence Setup page is displayed.
  2. Click New.
  3. Enter the API URL, API token, and Tenant information.
    Note:

    Enter the region-specific API URL.

    For example:

    Preview Environment:

    NA: https://login-rlspreview.congacloud.com

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

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

    Production Environment:

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

    EU: https://login.congacloud.eu

    AU: https://login.congacloud.au

  4. Turn on the Active toggle.
  5. Click Save.
Administrator Guide
CLM

January 8, 2025