<< Click to Display Table of Contents >> Navigation: CCH iFirm Integration Guide > Installation and Configuration of the Flows > Part 4. Implement Flow #1 |
This is the procedure to implement the final flow and kick start the synchronisation.
Step |
Instructions |
Screenshot |
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1 |
Navigate to Flow.
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2 |
Click My Flows then Import. |
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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. |
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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. |
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OR
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5 |
Set Setup to Create as New and click Save. |
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6 |
Select Connector by clicking Select during import.
Select CCH iFirm and click Save. |
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7 |
Select CCH iFirm Connection by clicking Select during import.
Select CCH iFirm and click Save. |
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8 |
Then click Import at the bottom of the page.
Please wait while this loads. Do not navigate away from the screen or refresh. |
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9 |
When it has successfully completed, click Open Flow. |
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10 |
Expand HTTP |
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12 |
Replace the Uri with the URL created in Flow #2 (step 15). |
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13 |
Click Update Flow. |
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14 |
Click Done. |
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***PROCEDURE COMPLETE*** |
You should have now configured and installed all elements required to integrate CCH iFirm with the OnePractice Suite.