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Performing Integration - Wizard
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| Info |
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| To run the Accounts Integration Wizard, the UseWizard setting in the ini file must be set to 1. If the UseWizard setting is set to 0, please follow the Performing Integration - Automatic procedure. |
In Framework Integration:
- From the File menu, select Open. The Select Location of Ini File dialog will be displayed.
- Select the location of the ini file.
- Click the Open button.
- At the welcome screen, click the Next button. The Data Source Names dialog will be displayed.
- Edit the required settings.
- Click the Next button. The Integration Criteria dialog will be displayed.
- Select which information to export to Dynamics by ticking the actions.
Note: at least one action MUST be selected. - Click the Next button. The Email dialog will be displayed.
Enter the required email options.
Note: UsersInfo Users can either use Microsoft Outlook (Mapi) or a selected mail server (SMTP) or choose not to email the output. Multiple email recipients can be sent by adding a semi-colon (;) after each email address. - Click the Next button. The Proceed with Integration dialog will be displayed.
- Click the Next button to begin integration.
- When the process has completed, the Integration Complete dialog will be displayed.
- Click the Finish button.
Performing Integration - Automatic
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| Info |
|---|
| To perform integration automatically, the UseWizard setting in the ini file must be set to 0. If the UseWizard setting is set to 1, please follow the Performing Integration - Wizard procedure. |
In Framework Integration:
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