What is the Drata + Fieldguide Integration?
Drata’s integration with Fieldguide enables seamless collaboration between your team and your auditor during your audit. While you continue working within Drata, your auditor can work in Fieldguide, their preferred audit platform — with data automatically syncing between the two systems.
Note: The connection process between Fieldguide and Drata is initiated and completed by your auditor. You do not need to take any action to establish the connection yourself. Once your auditor completes the setup, Fieldguide data can be synced into Drata.
This means fewer duplicate requests, clearer communication, and faster audits — without changing how you use Drata.
Why It Matters to You
This integration was designed to reduce friction in the audit process:
Fewer Manual Steps: Your auditor can work within Fieldguide while staying connected to your Drata environment — no more toggling between systems.
Real-Time Syncing: Evidence, control mapping, and request statuses sync between platforms.
Faster Audit Execution: Enables auditors to use familiar tooling without slowing you down or needing you to duplicate work.
You don’t need to learn Fieldguide. Everything you need still happens in Drata and your process in Drata remains the same. The integration improves the experience by streamlining the auditor’s side, while syncing relevant data to Drata automatically.
Here is how new workflow works:
You create the audit in Drata and invite your auditor.
After setup, your auditor works in Fieldguide.
Evidence collected in Fieldguide is automatically synced to Drata.
Audit status updates flow into Drata from Fieldguide.
Communication is clearer through improved data visibility and real-time syncing.
You won’t need to manage any of the technical setup — Drata and your auditor handle that behind the scenes.
How to Work Best with Your Auditor
To make the most of this integration:
Communicate early: Confirm with your auditor that they plan to use the Fieldguide integration.
Grant access as usual: Add your auditor to the audit engagement in Drata with read-only and download permissions.
Notify your auditor and Drata: Once they’re added, let your auditor and Drata know. We’ll handle the integration steps from there.
Continue business as usual: Upload evidence, manage controls, and respond to requests — just like you normally would in Drata.
Best Practices
Stay informed: Ask your auditor if a specific request came via Drata or Fieldguide so you know where it originated.
Avoid duplication: Don't respond to the same request in both platforms — Drata is your single source of truth.
Ask questions: If something seems unclear, your auditor can clarify how the request ties into your Drata account.
FAQs
Do I need to use and/or login to Fieldguide?
No. You continue to use Drata — the integration allows your auditor to use Fieldguide on their side without impacting your workflow.
Is this integration secure?
Yes. API keys and data transfer are securely managed by your auditor and Drata’s Audit Alliance team.
What if something breaks?
If syncing isn’t happening or something seems off, you can continue using Drata as normal and let your auditor know. Drata’s support team can assist as needed.
Additional resources