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Connecting Vanta & Fieldguide

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Written by Jaquez Hodo
Updated today

Fieldguide is an AI-powered audit management platform designed for audit firms. By integrating Fieldguide with Vanta, you can streamline the audit process by automatically syncing your evidence and related metadata into your auditor’s Fieldguide engagement. This eliminates duplicate uploads, reduces back-and-forth, and ensures your auditors always have the most up-to-date information.

Who It’s For

Audit partners using Fieldguide.

How It Works

  • Audit firms can find Vanta in the Integrations section of their user profile

  • The customer is responsible for creating an audit in Vanta

  • The customer then adds their auditor to Vanta

  • When the audit window becomes active, or when the early access date becomes current, all evidence and its metadata from Vanta is pushed into Fieldguide. This includes:

    • Control mapping

    • Criteria mapping

    • Evidence files

    • Evidence name

    • Evidence description

  • Fieldguide uses an endpoint to pull new evidence from Vanta on an ongoing basis so evidence remains up to date

Use Cases

  • Auditors can review evidence in Fieldguide without needing manual uploads or chasing updated files

  • Evidence linked to its control or criteria is pushed into Fieldguide, reducing mismatches and version issues

Requirements

  • Customer must have a Vanta account with an open audit engagement

  • Auditors must have the integration add-on with Fieldguide

How to Connect the Integration

The auditor must reach out to Fieldguide to set up the integration with Vanta