Fieldguide's Vanta integration connects Vanta directly to your Fieldguide workflows. This page explains the available Vanta integration features in Fieldguide and helps you choose the workflow that best fits your engagement.
Setup
Setup requirements differ depending on which features you want to use:
Control import and evidence import: Connect your Vanta account to Fieldguide using your personal account. See Set up Vanta for import.
Request sync: A System Admin must complete a one-time firm-level setup using a dedicated integration user account. See Set up Vanta for request sync.
Vanta integration features
Import controls from Vanta: Pull controls defined in Vanta into Fieldguide at the start of an engagement.
Import evidence files from Vanta: Import evidence files from Vanta into the Documents tab of a Fieldguide engagement.
Sync requests with Vanta: Keep Fieldguide requests and Vanta requests in sync so clients can submit evidence directly through Vanta while auditors review in Fieldguide.
Each Vanta integration feature serves a different purpose and can be used independently.