Installation and Configuration of the Flows

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Installation and Configuration of the Flows

 

In order to complete the connection between CCH iFirm Practice Manager and OnePractice, follow the procedures below::

 

Part 1. Login and Initialise Microsoft Flow

Part 2. Implement Flow #3

Part 3. Implement Flow #2

Part 4. Implement Flow #1

 

Note: Ensure you follow the steps above in the order specified.