Importing data flows for Infor Document Management

Before importing IDM data flows, ensure that the data flows and custom nouns are imported.

See Enabling M3 Financial Business Messages (M3 FBM) per country.

  1. In ION, select Connect > Data Flows.
  2. Click Import.
  3. Browse and select the IDM data flow specific to the mapping.
  4. Click OK to import the connections, data flows, and file templates from the file.
    This import should contain duplicate items for the connection points because the M3 connection point is created during provisioning.
  5. Select Merge additional documents.
  6. If this import also contains duplicate items for the data flow, select Skip already existing.
  7. Click OK.
  8. To approve the scripts used in the data flow, access Infor ION and select Scripting > Scripts.
  9. Update connection service account used in ION API connection point with an active service account.
  10. Activate the data flow.