Add the Source File

For this integration, we will use the file named Multi-Account-Column-All-Data-Types.txt as the source file. This file was provided in the Data Integration.zip file that you downloaded to your local drive when you set up your environment

  1. In Source, click the drop-down, and select File.


    Create Integration screen with File selected under Source

  2. In the File Browser, double-click Inbox.


    File Browser with Inbox selected

  3. Click Upload, and then select Multi-Account-Column-All-Data-Types.txt from your local drive.


    File Browser with the Upload button selected

  4. Once the file is uploaded, select Multi-Account-Column-All-Data-Types.txt in the File Browser, and then click OK.


    File Browser with Multi-Account-Column-All-Data-Types.txt and OK selected

  5. Click File Options to preview the file.


    Create Integrations screen with File Options selected

  6. Click Next to see and adjust the column headers as desired.


    File Import - File Options screen

    In this example, we will not change any information.

  7. Click Finish to return to the main Create Integration screen.


    File Preview screen with Finish selected