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
Current Status
The Fieldguide team is actively working on updating their Vanta integration. See below to understand what is currently available, and what is in development.
API Capability | Currently Available | New IRL API integration (in development) |
Control mapping | One-direction sync* | Bi-directional sync |
Criteria mapping | One-direction sync* | Bi-directional sync |
Evidence files | One-direction sync* | Bi-directional sync |
Evidence name | One-direction sync* | Bi-directional sync |
Evidence description | One-direction sync* | Bi-directional sync |
Evidence Status | N/A* | Bi-directional sync |
Evidence commenting | N/A* | Bi-directional sync |
Please Note: * Fieldguide does not plan to update the existing endpoints. Only the custom IRL endpoints will support bidirectional syncing, which requires the customer to be conducting a custom IRL audit in Vanta for their auditor to enable bi-directional sync with Fieldguide.
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
Customer must assign their auditor to their 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
The Fieldguide integration will expand over time, with our teams actively developing deeper functionality.