Install the PlanSource Integration
How to configure parameters and install PlanSource Demographics Export and Deductions Import integrations to make them available for running and scheduling.
After the integrations are deployed and the connection settings and process properties are configured, install the integrations to make them available for running or scheduling.
Note:
-
An integration template is the configured integration that you deploy to an Atom and then install to make available for running or scheduling.
- An installed integration is a single instance of an integration that is based on an integration template. When you install an integration, you can define parameters or set parameters to be defined when the integration is run.
Select
Main Menu