First, make sure you are logged in to both Pivot and your InfoReady site.


Once you find the opportunity in Pivot, click the Push to InfoReady button in the lower right hand corner of the posting:

Administrator view of a Pivot posting. Push to InfoReady button located on right sidebar.


You will then be taken to the Template Selection Screen:

  • Select your Template Type, Template, and Purpose.
  • For Template Type, select: 
    • InfoReady templates - to create a brand new opportunity from one of InfoReady's default templates
    • My/Shared/Sitewide and then {Name of template} - to select a template already created that will pre-populate the Requirements, Routing Steps, Notifications, and Progress Reports (if necessary) sections.
  • Click Next to be taken to the Details page, which is pre-populated with the fields from the Pivot posting.
  • Review the rest of the steps and then save or launch by clicking Finalize.


Example of Pivot fields pushed to Details page:

Administrator view of Details page, with trash can and pencil icons to the right of each imported text field.

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.