Article Summary
Integrate your Confluence account with AutoRFP to automatically import and update documentation in your content library. Content syncs every 24 hours, ensuring your team always uses the most up-to-date documentation for bids and questionnaires without manual updates.
Estimated Time
5 minutes
Prerequisites
Administrator or Content Manager permissions in AutoRFP
Access to Confluence account with appropriate permissions
Confluence admin approval (may be required for some organizations)
Confluence subdomain name
Step-by-Step Instructions
Step 1: Create a Confluence Connection
When importing from Confluence, you link AutoRFP to your Confluence account. Each account you link is called a connection.
Navigate to your AutoRFP dashboard and select Add Content.
Select Import Documentation.
Click Activate an Integration and select Confluence. The integration will automatically appear if you've activated the integration in your Organizational Settings.
Enter the subdomain of your Confluence account.
Click Connect or Confirm.
Step 2: Grant Permissions
You will be redirected to Confluence to grant necessary permissions.
Review the requested permissions.
Click Accept or Approve to grant AutoRFP access to your Confluence content.
Step 3: Select Content to Import
Navigate back to AutoRFP after granting permissions.
Browse through your Confluence content in the file selector.
Select the pages or folders you want to import.
Click Select or Import to confirm your selection.
Step 4: Confirm Import
Wait for AutoRFP to confirm the import with Confluence.
You will see a confirmation message when the import is successful.
Click Continue to proceed.
Step 5: Configure Content Settings
Review imported documents in your content library.
Assign tags to organize imported content (optional).
Documents are now available for use in projects.
Important: Please confirm imported content has finished syncing before importing additional folders. Importing too many folders simultaneously may cause the import to fail.
💡 Tips & Best Practices
Verify you have the correct Confluence subdomain before starting
Check with Confluence admin if approval is required for your organization
Review Confluence content structure before importing
✋🏼 Common Mistakes to Avoid
Entering incorrect Confluence subdomain - connection will fail
Not obtaining admin approval when required - prevents integration
Selecting too much content during initial import - import will fail
Forgetting that imported content cannot have editable snippets. Use manual import for editable content needs
Need Help?
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📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en