Step 1 – Create New Integration

  1. Create an integration:
    • Enter a unique value (the integration id) into the Job Id box and press the ‘>’ button.

  1. Enter a Description:
    • This will be used to identify the integration when scheduled.

  1. 'Default Action on Transform Error' and 'Action on Transform Failure' need to be left as Abort for 99% of integrations.
  2. 'Maximum Concurrent Instances' can be left as '0', and the Comment can be left blank.
  3. Press 'Save' to save these settings.
Step 2: Excel Read Transform >