Create an Integration

Create an integration to manage import and export tasks by accounting period. Use the saved integration on a regular basis or as needed to view and process import and export tasks.

Prerequisites:

• Create import definitions in the Desktop Import utility.
• Create data export definitions in the Exports utility.

To create an integration:

1. In the Navigation pane, select Utilities > Integrations > Integrations Manager.
2. On the Integrations Manager form, click + New Integration.
3. On the Integrations Task List form, enter a name and description for the integration.
4. Click + New Task on the Integrations Task List form.
5. On the Task dialog box, select whether the tasks you are adding to the integration are for importing or exporting a file.
   You can add tasks for one type at a time.
6. Click an item in the Available Tasks list to add it to the Selected Tasks list for the integration.
   Use the Add All option to add all items in the Available Tasks list to the Selected Tasks list.
   • For import tasks, the Available Tasks list includes only the imports that you saved in the Desktop Imports utility.
   • For export tasks, the Available Tasks list includes only the data export definitions that your security role gives you access rights to (on the Access Rights tab in Roles Security).
7. After you add all the desired tasks to the Selected Tasks tasks list, click Apply.
   You are returned to the Integrations Task List form, and the tasks you selected in the Task dialog box now display in the Tasks grid.
8. Repeat steps 5–8 to add tasks for the other task type (import or export) to the integration.
9. The integration is saved automatically.