GovSearchAI Connector User Guide

  • Updated on Apr 13, 2026
  • Published on Dec 23, 2025
  • 8 minute(s) read
  • Migration Team
  • RJ
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Change Summary

Release Date

Release Version

Change Description

Link

30th May, 2024

2024.2

Account Connector changes such as Auto-matched Accounts, manual matching using score suggestions or search results, and low-confidence matching

Connect Agency to GovSearchAI

Introduction

GovSearchAI is a solution built for government contractors to streamline federal data management, and reporting, and gain more actionable intel. GovSearchAI does this by centralizing real-time Federal data directly from sources such as USAspending Federal Procurement Data Systems (FPDS)and . Upon installation, GovSearchAI data and functionality from these sources are available on multiple objects within your CRM org, including Accounts, Contacts, and Opportunities.

GovSearchAI transforms the way capture and Proposal managers do business and simplifies partner and competitor analysis. It enables government contractors to more efficiently access, analyze, and make decisions on federal data with enhanced automation.

Features

  • Real-time Data : GovSearchAI pulls data directly from federal sources like USAspending and GovSearch, transforming it into actionable intelligence.

  • Pre-built Dashboards & Reporting: Gain a comprehensive view of your business with pre-built dashboards for Opportunity and Account analysis, reporting, and 360-degree data visibility. These dashboards cater to the entire business development life cycle, and address critical questions about market size, Opportunity qualification, competitive positioning, and partner profiling.

  • Advanced Filtering: Refine your data analysis with filters by Agency, Sub-Agency, Office Spending, NAICS Codes, Product/Service Codes (PSCs), and more.

  • CRM Integration: GovSearchAI seamlessly integrates with leading CRM systems for a unified workflow.

Benefits

  • GovSearchAI equips you with actionable intelligence to make informed decisions quickly.

  • Enables you to evaluate more Opportunities in less time with centralized data and improved visibility.

  • Helps you track profiles of partners and competitors resulting in ease of trend analysis on agency spending, with automated feeds for contract and competitor data.

  • Provides you with the ability to view spending data in the context of actual Opportunities in a logical and easier-to-process format, which is also conducive to the Government contracting process.

  • Enables you to efficiently explore data and uncover valuable insights with advanced filtering capabilities.

Audience

  • GovSearchAI Users

Prerequisites

  • Ensure that GovSearchAI Connector and TechnoMile Growth Suite are already installed and configured. The versions of these packages must be 2024.2 or higher.

Connect Agency to GovSearchAI

Auto-matching Accounts

  1. Login to your Microsoft Dynamics instance.

  2. Click TechnoMile Growth.
    mceclip0.png

  3. Go to Accounts and click New. 

    NOTE

    Alternatively, you can navigate to an existing Account record to view the auto-matched details.

  4. Specify the Account Name and other required details and click Save. 
    The Account record is created. Refresh the page to view the details of the auto-matched GovSearchAI Account record in the GovSearchAI panel.

Observations:

  • Based on the Account Name, the Account is auto-matched with a record from GovSearchAI using fuzzy logic. The fuzzy logic skims through the records in GovSearchAI and arrives at potential matches with a matching score. The record with the highest matching score is auto-matched with the created record in CRM.

  • The details of the matched record are retrieved from GovSearchAI and mapped to the corresponding fields in the CRM system for display.

Unmatching an Auto-matched Account

If the auto-matched Account is not the right match for your Account in Dynamics, you can unmatch it and then match it to the Account of your choice.

  1. Navigate to an Account record for which you want to remove the existing match.

  2. Click Wrong account? Change the match here. 
    The Agency list page with the matched record and a list of other prospective matches displays.

  3. Hover over the Matched button. The button label changes to Unmatch.

  4. Click Unmatch. The Account is unmatched and the following message displays in the GovSearchAI panel. 

Matching Account based on Score Suggestions

  1. Navigate to an unmatched Account record.

  2. Click click here to start the matching process. A list of prospective matches ordered by the matching score displays.

  3. Click Match against the record that you consider is the best match for this Account. For example, you can choose the second record for matching, as shown below. The page is refreshed to display the Account record with newly matched Account information from GovSearchAI. 

Matching Account based on Search Results

  1. Navigate to an unmatched Account record.

  2. Click click here to start the matching process. A list of prospective matches ordered by the matching score displays.

  3. In the Smart Match search bar, enter the search text and click the search icon. The records matching the search text display.

    NOTE

    Apart from Smart Match, you can also search based on other search criteria.

  4. Click Match against the record you consider is the best match for the Account. The page is refreshed to display the Account record with newly matched Account information from GovSearchAI. 

No Matches for Search

  1. Navigate to an unmatched Account record.

  2. Click click here to start the matching process. A list of prospective matches ordered by the matching score displays.

  3. In the Smart Match search bar, enter the search text and click the search icon.  Based on no matching records for the search text, the following page displays. 

Low-confidence Match

NOTE

The low-confidence match scenario arises when the matching score is less than 45%.

  1. Go to Accounts and click New. 

  2. Enter the Account Name and other required details and click Save. Refresh the page. The following message displays in the GovSearchAI panel. You can then decide to proceed with the matching process, if required.

Minimize/Maximize Agency View

Navigate to an Account record and click the View Less icon.Current Agency view is minimized.
You can then maximize the Agency view again by clicking the View More icon.

Portal Punch-out Buttons

  1. On the Agency record page, click the globe icon. Agency Details page displays on the GovSearchAI portal. 

  2. Go back to the Agency record page and click Go to GovSearchAI. Dashboard page displays on the GovSearchAI portal in a new tab. 

  3. Click Agency Details. Agency Details page displays on the GovSearchAI portal. 

  4. Click Awards. Awards page of the Agency displays on the GovSearchAI portal. 

  5. Click Contracts. Contracts page of the Agency displays on the GovSearchAI portal. 

  6. Click Contacts. Contacts page of the Agency displays on the GovSearchAI portal. 

  7. Click Hierarchy. A popup window of the Agency’s Hierarchy on the Agency Details page displays on the GovSearchAI portal. mceclip28.png

  8. Click a record under Top Vendors. Vendor Details page displays on the GovSearchAI portal. 

Connect Vendor to GovSearchAI

Portal Punch-out Buttons

  1. Navigate to a Vendor Account record.

  2. Click Vendor Details. Vendor Details page displays on the GovSearchAI portal. 

  3. Click Subsidiaries. A popup window of the Vendor’s Subsidiaries on the Vendor Details page displays on the GovSearchAI portal. mceclip37.png

  4. Click Subcontracting. Subcontracting page of the Vendor displays on the GovSearchAI portal. 

  5. Click Contract Vehicles. Contract Vehicles page of the Vendor displays on the GovSearchAI portal. 

  6. Click Task Orders. Task Orders page of the Vendor displays on the GovSearchAI portal. You can also click a record under Top Awarding Agencies to navigate to its Agency Details page on the GovSearchAI portal. 

Connect Opportunity to GovSearchAI

  1. Go to Opportunities and navigate to an Opportunity Record. 

  2. Go to the Competitive Insights tab.

  3. To match an Opportunity, enter the search text and click Find Match. A list of matches for the search text displays.

  4. Choose a record that is a correct match and click Match against it. The matching process is completed. Refresh the page to view the auto-matched Opportunity record in the GovSearchAI panel.

Opportunity Overview Tab

Portal Punch-out Buttons

  1. Click Opportunity Details. The Contract Details page displays on the GovSearchAI portal. 

  2. You can unmatch an Opportunity by clicking Unmatch Opportunity.

  3. You can also click a record under Current Recipient and Agency Name to navigate to the respective Vendor Details and Agency Details pages on the GovSearchAI portal. 

Contract Vehicle Tab

Unmatch Contract Vehicle

Go to the Contract Vehicle tab.
Here, you can unmatch a Contract Vehicle by clicking Unmatch.

Portal Punch-out Buttons

  1. Click Contract Vehicle Details. The Contract Vehicle Details page displays on the GovSearchAI portal. 

  2. Click Task Orders. The Task Orders page of the Contract Vehicle displays on the GovSearchAI portal.You can also add a Task Order to a Spark by clicking Add under the Add Spark column against a record.
    A confirmation message displays. mceclip23.pngOnce a Spark is added, you can click Update to update it. 

  3. Click Awardees. The Contract Awardees page of the Contract Vehicle displays on the GovSearchAI portal. You can also a click a record under Awarding Agency and Funding Agency to navigate to its respective Agency Details page on the GovSearchAI portal. 

Solicitation Tab

Match/Unmatch Solicitation

  1. Go to the Solicitation tab.

  2. Enter the search text and click Find Match. A list of matches for the search text displays.

  3. Choose a record that is a correct match and click Match against it. The details page of the matched Solicitation displays.
    Here, you can unmatch a Solicitation by clicking Unmatch. 

Portal Punch-out Buttons

  1. Click Solicitation Details. The Details/Classification page of the Solicitation displays on the GovSearchAI portal. 

  2. Click Attachments. The Attachments/Links page of the Solicitation displays on the GovSearchAI portal.

  3.  

  4. Click Contacts. The Contacts page of the Solicitation displays on the GovSearchAI portal. 

  5. Click View in SAM.gov. The Contract Opportunity page of the Solicitation displays on the SAM.GOV portal. You can also click a record under Awarding Agency to navigate to its Agency Details page on the GovSearchAI portal. 

Awarding Agency Tab

Unmatch Awarding Agency

Go to the Awarding Agency tab. Here, you can unmatch an Awarding Agency by clicking Unmatch.

Portal Punch-out Buttons

  1. Click Agency Details. The Agency Details page displays on the GovSearchAI portal. 

  2. Click Awards. The Awards page of the Agency displays on the GovSearchAI portal. 

  3. Click Contracts. The Contracts page of the Agency displays on the GovSearchAI portal. 

  4. Click Contacts. The Contacts page of the Agency displays on the GovSearchAI portal. 

  5. Click Hierarchy. A popup window of the Agency’s Hierarchy on the Agency Details page displays on the GovSearchAI portal. mceclip78.pngYou can also click a record under Top Vendors to navigate to its Vendor Details page on the GovSearchAI portal. 

Incumbent Tab

Unmatch Incumbent

Go to the Incumbent tab. Here, you can unmatch an Incumbent by clicking Unmatch.

Portal Punch-out Buttons

  1. Click Vendor Details. The Vendor Details page displays on the GovSearchAI portal. 

  2. Click Subsidiaries. A popup window of the Vendor’s Associated Entities on the Vendor Details page displays on the GovSearchAI portal. mceclip84.png

  3. Click Subcontracting. 
    The Subcontracting page of the Vendor displays on the GovSearchAI portal.

  4. Click Contract Vehicles. The Contract Vehicles page of the Vendor displays on the GovSearchAI portal. 

  5. Click Task Orders. The Awards page of the Vendor displays on the GovSearchAI portal.

Potential Teammates/Competitors Tab

Go to the Potential Teammates/Competitors tab and click a Parent Vendor Name. The Vendor Details page of the Vendor displays on the GovSearchAI portal.

View Sparks

Go to Sparks and navigate to a Spark record.
Spark View opens to display all the Task Orders/Contract Vehicles/Solicitations added to the Sparks entity.

Spark record page opens.
mceclip2.png