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Warning

Postback requires implementation from the solutions team to enable/customize the app functionality. Please ensure you have reached out to your account manager if you are interested in proceeding.

Before proceeding with the below procedure please ensure you have met the Postback - Technical Requirements


StepCustomer/VendorEFM/OneFlo
1

Evaluate your Integration Preference:

Child pages (Children Display)
styleh5
pagePostback - Integration Options
first3

Contact your Account Manager/Solutions Consultant on Selected level


2

Provide

your FTP/Email Information for EFM to configure the destination of produced files.

your preferred method of transfer.

FTP:

  • Host
  • Username
  • Password

Email:

  • Include as many email addresses as you wish.
Note

We do not configure the same integration for Email AND FTP



3

Prepare a custom translation that is capable of reading your account data within OneFlo and sending it to the provided FTP..

Est Build & Test Time

  • 1 Integration option required with no adjustments to Information Specification
    • 1 Day

  • Multiple Integration options required with no adjustments to Information Specification
    • 2 Days

  • Custom Files Required, beyond the Information specification 
    • > 1 Week
      NOTE: Will require specific scoping and management approval


4Confirm Files are now being received as expected


5

Provide 1 week of Hyper-care to support questions and issues the customer may experience.

6Customer works with their internal IT/ERP resource to build/map produced files into their system


Tip

For any future IT Support beyond Hypercare please follow How to Receive Support

...