1

Navigate to Flow.

https://flow.microsoft.com

2

Click My Flows then Import.

3

Download Flow #1 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 1 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

Set Setup to Create as New and click Save.

6

Select Connector by clicking Select during import.

Select CCH iFirm and click Save.

7

Select CCH iFirm Connection by clicking Select during import.

Select CCH iFirm and click Save.

8

Then click Import at the bottom of the page.

Please wait while this loads. Do not navigate away from the screen or refresh.

9

When it has successfully completed, click Open Flow.

10

Expand HTTP

12

Replace the Uri with the URL created in Flow #2 (step 15).

13

Click Update Flow.

14

Click Done.

***PROCEDURE COMPLETE***