1

Go to the Integration Center

To go to the Integration Center, enter Integration Center in the search bar at the top of the screen.

2

Import the integration definition

In the Integration Center, click My Integrations. In the resulting page, click the Create button at the top of the screen and select Import an Integration Definition.

import-integration-definition

3

Upload the desired integration definition

In the popup that opens, upload the correct .icd file containing the integration definition and click upload. If a warning pops up, click OK.

upload-button

4

Leave the Options page, Configure Fields page and Filter and Sort pages as is

The Options page, Configure Fields page, and the Filter and Sort page should not be modified.

integration-definition-options-page

5

Fill in the destination settings

On the destination settings page, fill in the following: - Server details (Host and Port) can be found at SFTP server - Authentication Type: Basic Authentication - SFTP User Name: SFTP User Name shared by TechWolf - SFTP Password: SFTP Password shared by TechWolf

destination-settings

6

Set schedule

Under Scheduling, select Daily in the dropdown menu. Then choose the appropriate time (e.g. 12:00 AM tomorrow) under Start Time. Note that the time of day of the start time will be the time of day for all future automatic integration runs. It is not required to set the Ending On field. If desired, set Ending On to a date far enough in the future and set up a reminder for yourself to extend the schedule when the expiry date is approaching.

schedule-settings