Overview

The PERSUIT Integrations and Reporting APIs allow customers to integrate their PERSUIT data into their business application ecosystem. 

Integrations API

The Integrations API allows customers to access the data from an RFP and selected proposal and use it to automate workflows or approvals, update matter management systems, and configure eBilling through the Integration API endpoints. 

Some examples of core use cases include:

• Generating spend requests for budget approval. Pull things like the total price, selected firm, how many firms were invited or participated, whether an auction was used, whether the lowest price was selected and various other data elements. Use them to validate that the RFP met all the customer's business rules in order to automate the spend request / purchase order workflow in eBilling and procurement systems like Onit and Ariba.
• Pre-populating billing items in an e-Billing solution with the selected provider's proposal details (selected firm, pricing items, assumptions, etc.) to ensure that what was agreed in PERSUIT, is what is being invoiced by the firm.
• Updating the Matter Management system with the status of a RFP ('evaluating', 'completed') to ensure the records in both systems are aligned for more accurate and UpToDate reporting and dashboarding, also reducing the scope for human error.

Reporting API

The Reporting API allows customers to get RFP summary level information across all of their RFPs and integrate it into their management and reporting dashboards like Microsoft’s PowerBI and Qlik Sense.

This allows you to choose a 'best of' set of reporting dashboards, customized to your needs, beyond the default Insights dashboards in the PERSUIT platform.

Getting Set Up

When you're ready to explore the API, it is best to involve a technical contact at your organization who is familiar with accessing external APIs and configuring how data gets sent to your systems.

To get API access, please email integrations@persuit.com, cc'ing your technical contact and our team will communicate directly with them to ensure a smooth setup. If you are unsure of the best technical contact, feel free to reach out to us anyway and we can help pinpoint the best person within your organization.

Our team will assist your technical contact directly in setting up API access.

Explore the API

You can access the API documentation via the Swagger UI and our team can set you up with a test account to explore the data and working with the API.

FAQ

What types of data can my systems access from PERSUIT?

• Request: request ID, status, or any business rules around that request (no. of firms invited/participating, auction: yes or no)
• Proposal: selected proposal data like total price and all of the individual pricing section data; Phase level pricing (sub-items included); even the assumptions or scope of work if they’re listed out in those phases.
• Invites: firms invited to a RFP, viewed the RFP, cleared conflicts, agreed to participate, invite date and status.
• Custom tracking fields: client configured tracking fields and their values.
• Diversity: firm diversity responses from PERSUIT's diversity module.
• A full list of available fields can be found here: the Swagger UI 

Is the PERSUIT API secure?

• Yes, as always, PERSUIT takes security very seriously. The APIs are secured using industry standard OAuth 2.0 specification, backed by the Google Identity Platform. Clients will be given a special user account from our team to use the API. This user will be able to see all RFP data within the account. Note that this is not an end user account, this is standard practice in setting up APIs.

What if I have feedback about the API or have more technical questions post-setup?

• We welcome feedback and enhancement requests as we expect the API to rapidly evolve to support more of what our customers want to do at a system to system level. Please email integrations@persuit.com with your feedback and feature requests.

RELEASES

Release 163

Reporting API

• New /v3/reporting/rfp-tracking-summary endpoint provides RFP custom tracking fields 
• New /v3/reporting/rfp-invite-summary endpoint provides RFP invite data 
• Diversity responses made available via proposal summary endpoint
• Filter RFPs by PERSUIT ID

Release 157

Reporting API

• New /v3/reporting/rfp-summary endpoint provides RFP summary details
• New /v3/reporting/rfp-proposal-summary endpoint provides RFP Proposal summary details