Required information

Obtain this information before you begin the integration:

• Administrator account and access information for your hosted Infor environment.
• Name of the Optiva instance or logical ID that is used to connect with Infor ION.
• Tenant ID that is used to connect the product to Infor OS Platform in Infor ION.
• Enterprise organization structure, that is, accounting entities.
• Location of content source files to be imported into ION and Infor OS .

See Setting up logical IDs, tenants, accounting entities, and locations.