--- title: Process Bolt Integration description: Two-way integration with vendor risk management platform with continuous monitoring and assessment automation. --- [Skip to content](https://knowledgebase.counta.com/knowledge/process-bolt-integration#main-content) English Show submenu for translations ![AccountAbility\_logo\_primary\_fullcolor-1.png\]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png) - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) Open main navigation Close main navigation - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [COUNTA Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en) 2. [Master Files](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en) 3. [Suppliers](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#suppliers) July 1, 2024 # Process Bolt Integration ## Two-way integration with vendor risk management platform with continuous monitoring and assessment automation With Process Bolt's vendor risk management platform, your agency can automate assessment workflows, track risks, and be proactively alerted of potential threats.  This integration requires a Process Bolt account.  Contact [Process Bolt](https://processbolt.com/contact-us/) to learn more.  ### Integration configuration 1. To enable the Process Bolt integration with Accountability, navigate to Setup Files \> Setup Options and click on the API Configuration link on the top of the page.  ![Screenshot 2024-06-30 at 7.13.00 PM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-06-30%20at%207.13.00%20PM.png?width=688&height=76&name=Screenshot%202024-06-30%20at%207.13.00%20PM.png) 2. On the **API Configurations** page, click on the Process Bolt Configuration and populate the page with the API Host URL, admin Email, Password, and Org ID from Process Bolt.    ![Screenshot 2024-06-30 at 7.27.30 PM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-06-30%20at%207.27.30%20PM.png?width=688&height=93&name=Screenshot%202024-06-30%20at%207.27.30%20PM.png) 3. Once the integration is enabled,  the **Process Bolt** is listed as an option under the  Supplier **Settings** menu.  ![Screenshot 2024-06-30 at 8.58.29 PM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-06-30%20at%208.58.29%20PM.png?width=688&height=168&name=Screenshot%202024-06-30%20at%208.58.29%20PM.png) ### Vendor master data sync Once the integration is enabled, Accountability becomes the system of record for suppliers that require a Process Bolt assessment. This means that the supplier first needs to be created in Accountability.  1. Navigate to **Master Files\>Suppliers** and follow the supplier creation steps in this [article](https://knowledgebase.counta.com/knowledge/suppliers?hsLang=en).  2. Once you have created the Supplier, create a **Supplier Contact**.  To create a vendor in Process Bolt, a **Contact Name** and **Email** address are required. This first contact will be the vendor or third party contact who and will receive the Process Bolt assessment request and all related notifications. ![Screenshot 2024-06-30 at 8.45.11 PM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-06-30%20at%208.45.11%20PM.png?width=688&height=198&name=Screenshot%202024-06-30%20at%208.45.11%20PM.png) 3. Once a contact has been created for the supplier, navigate back to the Supplier form and select **Settings\>Process Bolt**.  On the Process Bolt page, enter the supplier's **Website Address** and select the **PB** **Criticality Level**. 4. ![Screenshot 2024-06-30 at 9.12.35 PM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-06-30%20at%209.12.35%20PM.png?width=688&height=135&name=Screenshot%202024-06-30%20at%209.12.35%20PM.png)Click on the `Create PB Vendor` button to create a corresponding vendor record in Process Bolt. The integration will validate if the supplier name already exists in Process Bolt. If it doesn't, it will create a new vendor in Process Bolt and return the **PB Vendor UUID**. ![Screenshot 2024-06-30 at 9.08.27 PM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-06-30%20at%209.08.27%20PM.png?width=688&height=136&name=Screenshot%202024-06-30%20at%209.08.27%20PM.png) 5. The supplier contact will receive an email with a link to complete its vendor registration for Process Bolt.  ![Screenshot 2024-06-30 at 9.29.18 PM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-06-30%20at%209.29.18%20PM.png?width=688&height=383&name=Screenshot%202024-06-30%20at%209.29.18%20PM.png) ### Initiate a Process Bolt assessment 1. To initiate a Process Bolt assessment for a PB vendor within Accountability, navigate to **Master Files\>Suppliers\>Settings\>Process Bolt**.    2. Click on the Create PB Assessment button. Fill out the form as follows ![Screenshot 2024-06-30 at 9.33.47 PM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-06-30%20at%209.33.47%20PM.png?width=688&height=259&name=Screenshot%202024-06-30%20at%209.33.47%20PM.png) Fill out the form:   | **Field** | **Description** | | --- | --- | | Assessment Name | Enter a name for the assessment.  | | Survey Template | Choose from a list of templates available in your Process Bolt account.  | | Start Date | .This defaults to today's date.  Override as needed. | | End Date | This is optional and can be left blank. Note: If there's an end date, a reminder to take the survey is sent to the supplier contact up to that date, otherwise, Process Bolt sends a reminder up to 40 days from the Assessment Start Date | 3. Click `Save` to send the assessment request to the supplier contact. The supplier contact receives an email with a link to the survey.  The supplier needs to have a valid set of credentials to access the survey.  ![Screenshot 2024-06-30 at 9.49.22 PM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-06-30%20at%209.49.22%20PM.png?width=688&height=293&name=Screenshot%202024-06-30%20at%209.49.22%20PM.png) 4. 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