Part 4. Implement Flow #1

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Part 4. Implement Flow #1

 

This is the procedure to implement the final flow and kick start the synchronisation.

 

Step

Instructions

Screenshot

1

Navigate to Flow.

 

https://flow.microsoft.com

 

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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.

importflow1-step4.1

 

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.

importflow1-step6
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7

Select CCH iFirm Connection by clicking Select during import.

 

Select CCH iFirm and click Save.

importflow1-step7
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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).

 

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.