Create an Endpoint for Excel or CSV Integration

To create an endpoint for excel or CSV integration, follow the steps below.

  1. Go to Integrations Studio > Endpoints.

    The List of Endpoints page appears.

  2. Click Create button located on the top right corner.
    Integrator End Point List Page
  3. Select Excel or CSV in the End Point Type dropdown as per your requirement.
    Add End Point Type Home Page
  4. Enter the details in the below mandatory fields.
    Excelor CSVEndpoint Configuration
    • Endpoint Name
    • Sub End Point Type
    • Sub Endpoint Name
    • Username
    • Password
    • FTP Path

    Refer to Related Information provided at the bottom to know more about the above configuration fields.

  5. Click Save.