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Step 3: Create FSM Integration Record
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Step 3: Create FSM Integration Record

Owned by Kimberly Onnen
Last updated: Mar 28, 2024
1 min read

We recommend renaming the default "credentials.csv" download file to the Microsoft Dynamics GP company name.csv. The information in the credentials file will be used in Step 3-2: Enter Time Integration Settings in On-Premise Setup Steps.

For additional information on FSM Integration Records, see Working with FSM Integrations in the Building Optimization Broker documentation. 

If the company will also have a test company, a separate FSM integration record will need to be created. Each instance of the company will need a unique FSM integration record.

To create an FSM integration record: