Before you link your accounts you will need access to some information.
On your SAM installation collect the following:
- Your sam url: ex https://bid.YOURWEBSITE.com
- An Admin Username and Password
In the web version of AIM goto "My Companies" page on the left.
Click on the company you want to integrate.
Scroll down and click the tab called "External Credentials"
To the right of where is says External Credentials click "Add New"
Choose "SAM" from the type dropdown at the top
Fields to Fill our
Username - Your Username
Password 1 - Your SAM Password
Password 2 - Leave Blank
Password 3 - Leave Blank
Server - Your Website URL
Port - Leave Blank
Click Save and your account has been linked