Install Healthcare Productivity Integrations

Summary of integration parameters

Work Unit Import

SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files
SourceFileName of data to import

Work Unit Export

OutputDirectory on server over SFTP connection for the output file

Work Unit Hyperfinds Import

SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files
SourceFileName of data to import

Work Unit Hyperfinds Export

OutputDirectory on server over SFTP connection for the output file

Work Unit Hyperfind Profiles Import

SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files
SourceFileName of data to import

Work Unit Hyperfind Profiles Export

OutputDirectory on server over SFTP connection for the output file

Work Group Import

SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files
SourceFileName of data to import

Work Group Export

OutputDirectory on server over SFTP connection for the output file

Job Code Work Group Import

SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files
SourceFileName of data to import

Job Code Work Group Export

OutputDirectory on server over SFTP connection for the output file

Billing Department Mapping Import

SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files
SourceFileName of data to import

Billing Department Mapping Export

OutputDirectory on server over SFTP connection for the output file

Charge Master Import

SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files
SourceFileName of data to import

Charge Master Export

OutputDirectory on server over SFTP connection for the output file

Volume Department Copy Import

SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files
SourceFileName of data to import

Volume Department Copy Export

OutputDirectory on server over SFTP connection for the output file

Volume Department Copy Override Import

SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files
SourceFileName of data to import

Volume Department Copy Override Export

OutputDirectory on server over SFTP connection for the output file

Payroll Department Mapping Import

SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files
SourceFileName of data to import

Payroll Department Mapping Export

OutputDirectory on server over SFTP connection for the output file

Payroll Employment Status Mapping Import

SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files
SourceFileName of data to import

Payroll Employment Status Mapping Export

OutputDirectory on server over SFTP connection for the output file

Payroll Job Mapping Import

SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files
SourceFileName of data to import

Payroll Job Mapping Export

OutputDirectory on server over SFTP connection for the output file

Targets Import

SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files
SourceFileName of data to import

Targets Export

OutputDirectory on server over SFTP connection for the output file

Fiscal Calendar Import

SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files
SourceFileName of data to import

Volume Import Billing file and Manual file

BillingFileName of the billing file to import
PatientFlag for the billing file
IsBillingFileRolling?: yes or no
ManualFileName of the manual volume file to import
IsManualFileRolling?: yes or no
SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files

Payroll Import feed

SourceDirectory on server over SFTP connection for the source file
OutputDirectory on server over SFTP connection for processed and exception files
SourceFileName of data to import
processHistoricalErroneousRecords: Merge cumulative exception records with new records.

Agency Export

OutputDirectory on server over SFTP connection for the inbound file for the Agency Import
ReferenceDate
AgencyEmployees: hyperfind A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria). query for agency employees

Agency Import

SourceDirectory on server over SFTP connection for the source file
SourceFileName of data to import
OutputDirectory on server over SFTP connection for processed and exception files

Recalculate: volume or payroll for regular employees and agency workers

Domain to recalculate Volume or Payroll.
StartDate
EndDate

Before you start

Configure all of the worksheets in the installation kit; see Configure the Installation Kit for Healthcare Productivity.
Configure the Fiscal Calendar Import for Healthcare Productivity.
Configure the Volume Import for Healthcare Productivity.
Configure the Payroll Import for Healthcare Productivity.
Configure the Agency Export and Import for Healthcare Productivity.
Configure the SFTP Connection.

Install the Work Unit Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Work Unit Work units (WU) define departments, work groups, and combine business structure nodes or jobs into single entities for productivity analysis. All Healthcare Productivity reports require work units. Import
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set A sequence of integrations that can be run on-demand or be scheduled., the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
Scheduling Configuration

(Optional)

(Only for file-based integrations) For integrations that will be scheduled to run frequently, configure the behavior if integrations overlap in time. These settings allow frequent integration runs that avoid redundant processing of data and avoid multiple integrations processing the same data.
- In Skip Configuration, select one of the following:
  None (default): Allow multiple integrations to run at the same time or with the same data without restrictions.
  Installed Instance (Recommended): Do not run a scheduled integration if another instance of the same installed integration is in-progress. Only once such integrations finish, this integration can run at the next scheduled time.
  Integration Template: Do not run a scheduled integration if any installed instance of the same integration template is in-progress. Only once such integrations finish, can this integration run at the next scheduled time.
- Only if Installed Instance or Integration Template is selected, select Allow Minute Interval to allow the person who schedules the integration to select the By Minute recurrence to repeat the integration run every 5, 10, 15, 20, 25, or 30 minutes.
Integration templates and parameters
1. In the Integration Template table, select WorkUnitImport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated from the Installation Kit: Work_Units*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
4. Click Tap Save.

Install the Work Unit Export integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Work Unit Export
(Optional) Enter a Description.
Clear API Integration.
In File Access, select Source/Output Download.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration template and parameters
1. In the Integration Template table, select WorkUnitExport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
4. Click Tap Save.

Install the Work Unit Hyperfinds Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Work Unit Hyperfinds Import
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select WorkUnitHyperfindImport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated from the Installation Kit: Work_Unit_Hyperfinds*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
4. Click Tap Save.

Install the Work Unit Hyperfinds Export integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Work Unit Hyperfinds Export
(Optional) Enter a Description.
Clear API Integration.
In File Access, select Source/Output Download.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select WorkUnitHyperfindExport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
4. Click Tap Save.

Install the Work Unit Hyperfind Profiles Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Work Unit Hyperfind Profiles Import
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select WorkUnitHyperfindprofileImport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated from the Installation Kit: Work_Unit_Hyperfind_Profiles*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
4. Click Tap Save.

Install the Work Unit Hyperfind Profiles Export integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Work Unit Hyperfind Profiles Export
(Optional) Enter a Description.
Clear API Integration.
In File Access, select Source/Output Download.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select WorkUnitHyperfindprofileExport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
4. Click Tap Save.

Install the Work Group Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Work Group Import
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select WorkGroupImport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated from the Installation Kit: Work_Group*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
4. Click Tap Save.

Install the Work Group Export integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Work Group Export
(Optional) Enter a Description.
Clear API Integration.
In File Access, select Source/Output Download.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select WorkGroupExport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
4. Click Tap Save.

Install the Job Code Work Group Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Job Code Work Group Import
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select JobCodeWorkGroupMappingImport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated from the Installation Kit: Job_Code_Mappings*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
4. Click Tap Save.

Install the Job Code Work Group Export integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Job Code Work Group Export
(Optional) Enter a Description.
Clear API Integration.
In File Access, select Source/Output Download.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select JobCodeWorkGroupMappingExport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
4. Click Tap Save.

Install the Billing Department Mapping Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Billing Department Import
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select BillingDeptMappingImport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated from the Installation Kit: Billing_Dept_Mapping_Consolid*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
4. Click Tap Save.

Install the Billing Department Mapping Export integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Billing Department Export
(Optional) Enter a Description.
Clear API Integration.
In File Access, select Source/Output Download.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select BillingDeptMappingExport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
4. Click Tap Save.

Install the Charge Master Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Charge Master Import
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select ChargeMasterImport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated from the Installation Kit: Charge_Master*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
4. Click Tap Save.

Install the Charge Master Export integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Charge Master Export
(Optional) Enter a Description.
Clear API Integration.
In File Access, select Source/Output Download.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select ChargeMasterExport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
4. Click Tap Save.

Install the Volume Department Copy Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Volume Department Copy Import
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select VolumeDeptCopyImport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated from the Installation Kit: Volume_Dept_Copy*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
4. Click Tap Save.

Install the Volume Department Copy Export integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Volume Department Copy Export
(Optional) Enter a Description.
Clear API Integration.
In File Access, select Source/Output Download.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select VolumeDeptCopyExport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
4. Click Tap Save.

Install the Volume Department Copy Override Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Volume Department Copy Override Import
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select VolumeDeptCopyOverrideImport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated from the Installation Kit: Volume_Copy_Override*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
4. Click Tap Save.

Install the Volume Department Copy Override Export integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Volume Department Copy Override Export
(Optional) Enter a Description.
Clear API Integration.
In File Access, select Source/Output Download.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select VolumeDeptCopyOverrideExport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
4. Click Tap Save.

Install the Payroll Department Mapping Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Payroll Department Mapping Import
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select PayrollDeptMappingImport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated from the Installation Kit: Payroll_Dept_Mapping*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
4. Click Tap Save.

Install the Payroll Department Mapping Export integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Payroll Department Mapping Export
(Optional) Enter a Description.
Clear API Integration.
In File Access, select Source/Output Download.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select PayrollDeptMappingExport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
4. Click Tap Save.

Install the Payroll Employment Status Mapping Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Employment Status Mapping Import
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select PayrollEmplmtStatusMappingImport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated from the Installation Kit: Payroll_Emplmt_Status_Code_Cat*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
4. Click Tap Save.

Install the Payroll Employment Status Mapping Export integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Employment Status Mapping Export
(Optional) Enter a Description.
Clear API Integration.
In File Access, select Source/Output Download.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select PayrollEmplmtStatusMappingExport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
4. Click Tap Save.

Install the Payroll Job Mapping Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Payroll Job Mapping Import
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select PayrollJobMappingImport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated from the Installation Kit: Payroll_Job_Mapping*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
4. Click Tap Save.

Install the Payroll Job Mapping Export integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Payroll Job Mapping Export
(Optional) Enter a Description.
Clear API Integration.
In File Access, select Source/Output Download.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select PayrollJobMappingExport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
4. Click Tap Save.

Install the Targets Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Targets Import
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select TargetsImport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated from the Installation Kit: Targets*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
4. Click Tap Save.

Install the Targets Export integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Targets Export
(Optional) Enter a Description.
Clear API Integration.
In File Access, select Source/Output Download.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select TargetsExport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
4. Click Tap Save.

Install the Fiscal Calendar Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Fiscal Calendar
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select FiscalCalendar-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated from the Installation Kit: Fiscal_Calendar*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
4. Click Tap Save.

Install the Volume Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Volume
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select Volume-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the transaction file from the billing system. This file is also called the volume feed.
    BillingFileName
    Parameter Name: (Required) Enter Billing Filename.
    Description: (Optional)
    Template Parameter: (Required) Select BillingFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the name of the CSV file exactly as it was generated by the billing system. Example: Volume*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the patient flag if the volume feed contains 9 columns and it provides the patient type:
    PatientFlag
    Parameter Name: (Required) Enter Patient Flag.
    Description: (Optional)
    Template Parameter: (Required) Select PatientFlag.
    Parameter Type: (Required) Select Boolean.
    Default Value: (Recommended) Enter one of the following:
    - True if the patient flag is defined in the volume feed.
    - False if the patient flag is not defined in the volume feed.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    IsBillingFileRolling?
    Parameter Name: (Required) Enter Is Billing File Rolling?.
    Description: (Optional)
    Template Parameter: (Required) Select IsBillingFileRolling?.
    Parameter Type: (Required) Select Boolean.
    Default Value: (Recommended) Enter one of the following:
    - True if the manual volume feed contains old and new records.
    - False if the manual volume feed does not contain old records.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the manually generated volume feed. If both billing and manual files are defined, the Integration can process both files in one installation.
    ManualFileName
    Parameter Name: (Required) Enter Manual Filename.
    Description: (Optional)
    Template Parameter: (Required) Select ManualFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the name of the CSV file exactly as it was generated by the billing system. Example: Manual_Volume*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: (Recommended) Select No if the volume feed does have not a manual file.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    IsManualFileRolling?
    Parameter Name: (Required) Enter Is Manual File Rolling?.
    Description: (Optional)
    Template Parameter: (Required) Select IsManualFileRolling?.
    Parameter Type: (Required) Select Boolean.
    Default Value: (Recommended) Enter one of the following:
    - True if the manual volume feed contains old and new records.
    - False if the manual volume feed does not contain old records.
    User Prompted: (Recommended) Select No if the volume feed does have not a manual file.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
4. Click Tap Save.

Install the Payroll Import integrations

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Payroll
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select Payroll-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated from the Installation Kit: Payroll*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
  Click Tap Save.
  Click Tap Create .
  Enter the values for the following parameter:
  SourceDirectory
  Parameter Name: (Required) Enter Source Directory.
  Description: (Optional)
  Template Parameter: (Required) Select SourceDirectory.
  Parameter Type: (Required) Select Text.
  Default Value: (Required) Enter the path to and the name of a default directory for the source file. Example: /root/{projectName}/Inbound
  User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
  Click Tap Save.
  Click Tap Create .
  Enter the values for the following parameter:
  OutputDirectory
  Parameter Name: (Required) Enter Output Directory.
  Description: (Optional)
  Template Parameter: (Required) Select OutputDirectory.
  Parameter Type: (Required) Select Text.
  Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
  User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
4. Click Tap Save.

Install the Agency Export integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Agency Export
(Optional) Enter a Description.
Clear API Integration.
In File Access, select Source/Output Download.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select AgencyExport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: Enter the path to and the name of the same SFTP directory for the input file for the Agency Import integration. Default = Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
  Click Tap Save.
  Click Tap Create .
  Enter the values for the following parameter:
  ReferenceDate
  Parameter Name: (Required) Enter Reference Date.
  Description: (Optional)
  Template Parameter: (Required) Select ReferenceDate.
  Parameter Type: (Required) Select Date.
  Default Value: (Optional) Select a default date.
  Click Tap Save.
  Click Tap Create .
  Enter the values for the following parameter:
  AgencyEmployees
  Parameter Name: (Required) Enter Agency Employees.
  Description: (Optional)
  Template Parameter: (Required) Select AgencyEmployees.
  Parameter Type: (Required) Select Hyperfind.
  Default Value: Select the Agency Employees hyperfind query that you configured in Configure the Agency Export and Import for Healthcare Productivity as the default hyperfind.
  Caution: If this hyperfind is not configured, the integration uses the All People hyperfind.
  Click Tap Save.
4. Click Tap Save.

Install the Agency Import integration

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Agency Import
(Optional) Enter a Description.
Clear API Integration.
In File Access, select File Upload.
(Optional) To allow the integration access to all APIs in the FAP, and the relevant permissions and data even if the person who runs the integration doesn't have full access, select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
In Connection, click tap SFTP.
(Optional) In Scheduling Configuration, you can configure the behavior for integrations that are scheduled to run frequently if the integrations overlap in time; for details, see Scheduling Configuration.
Integration templates and parameters
1. In the Integration Template table, select AgencyImport-v1.
2. Click Tap Assign .
3. (Optional) In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - Enter the values for the following parameter:
    SourceDirectory
    Parameter Name: (Required) Enter Source Directory.
    Description: (Optional)
    Template Parameter: (Required) Select SourceDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: Enter the path to and the name of the same SFTP directory for the input file for the Agency Export integration. Default = Inbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    SourceFileName
    Parameter Name: (Required) Enter Source File Name.
    Description: (Optional)
    Template Parameter: (Required) Select SourceFileName.
    Parameter Type: (Required) Select Text.
    Default Value: (Recommended) Enter the filename of the CSV file exactly as it was generated: Agency_Export*.csv
    Caution: Make sure that only one file with this filename is on the SFTP server at a time. Otherwise, the data can become corrupted.
    Caution: Import integrations accept only UTF-8 encoded input files.
    User Prompted: If the value does not need to be changed when the integration runs, select No.
    Click Tap Save.
    Click Tap Create .
    Enter the values for the following parameter:
    OutputDirectory
    Parameter Name: (Required) Enter Output Directory.
    Description: (Optional)
    Template Parameter: (Required) Select OutputDirectory.
    Parameter Type: (Required) Select Text.
    Default Value: (Required) Enter the path to and the name of a default directory to archive the output file. For import integrations, this directory also stores the generated exceptions file. Example: /root/{projectName}/Outbound
    User Prompted: (Recommended) Select No to prevent accidental changes to the path to the directory.
    Click Tap Save.
4. Click Tap Save.

Install the Recalculate integration

Before you start, create the Domain integration list parameters and DomainList parameter; see Configure Integration List Parameters for Healthcare Productivity.

Click Tap Create .
Enter an appropriate, unique, and descriptive Integration Name. Example: Recalculate
(Optional) Enter a Description.
Do not select API Integration.
In File Access, select None.
Do not select Execute Integration with System Account.
(Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.
Email Notifications

(Optional)
1. Select Yes to send email and control center notifications for integration runs.
2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:
  In Progress — The integration run started and has not finished.
  Completed — The integration ran successfully without errors.
  Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
  Completed with Errors — The integration run has errors or could not run.
Do not define Scheduling Configuration:
1. In Skip Configuration, select None.
2. You cannot select Allow Minute Interval.
Integration templates and parameters
1. In the Integration Template table, select Recalculate-v1.
2. Click Tap Assign .
3. In Integration Parameters, you can override default settings:
  - Click Tap Create .
  - (Required) Enter the values for the following parameter:
    Domain
    Parameter Name: (Required) Enter Domain.
    Description: (Optional)
    Template Parameter: (Required) Select the Domain integration list parameters that you created.
    Parameter Type: (Required) Select Dropdown.
    Default Value: (Required) Select the Domain integration list parameters that you created.
    User Prompted: To prompt the person who manually runs the integration to set this parameter, select Yes.
    Click Tap Save.
    Note: Define both Start Date and End Date, or define neither. If you do not define both date parameters, the integration uses the default date range of today and the 29 previous days.
    Click Tap Create .
    (Optional) Enter the values for the following parameter:
    StartDate
    Parameter Name: (Required) Enter Start Date.
    Description: (Optional)
    Template Parameter: (Required) Select StartDate.
    Parameter Type: (Required) Select Date.
    Default Value: (Required) Leave blank.
    User Prompted: To prompt the person who manually runs the integration to set this parameter, select Yes.
    Click Tap Save.
    Click Tap Create .
    (Optional) Enter the values for the following parameter:
    EndDate
    Parameter Name: (Required) Enter End Date.
    Description: (Optional)
    Template Parameter: (Required) Select EndDate.
    Parameter Type: (Required) Select Date.
    Default Value: (Required) Leave blank.
    User Prompted: To prompt the person who manually runs the integration to set this parameter, select Yes.
    Click Tap Save.
4. Click Tap Save.

Install Healthcare Productivity Integrations

Install the bulk import and export integrations

Configure access to the integrations