1

Navigate to Flow.

https://flow.microsoft.com

2

Click My Flows then Import.

3

Downloaded Flow #2 here.

Then import the Flow (the zip file).

Do not extract the files, simply upload the entire zip.

Please wait while it loads the zip file.

4

If the CCH Synch Step 2 Import Setup link is Create as new, click on the link and then Save. Then go to step 6.

If the link is Update, click the link.

OR

5

Select Create as new from the Setup dropdown and click Save.

6

Select the Connector by clicking Select during import.

7

Select CCH iFirm and click Save.

8

Select the Connection by clicking Select during import.

9

Choose CCH iFirm and click Save.

10

Once your screen looks like the example shown to the right, click Import.

This may take a minute, do not navigate away from the screen or refresh.

11

When the package has been successfully imported, you will see a notification at the top of the page. Click Open Flow.

12

Scroll down and expand POST each contact item to Step 2.

13

Replace the Uri with the URL created in Flow #3 (step 42).

14

Scroll to the top and expand When a HTTP request is received.

15

Copy the HTTP POST URL - you will need this when you come to implement Flow #1.

16

Click Update Flow.

17

Click Done.

*** PROCEDURE COMPLETE ***