Configure Connection Point

A Connection Point in ION Desk defines how ION communicates with an external system — in this case, Vince Platform. It must be configured before you can set up a Document Flow.

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Prerequisites

• A service account created in IFS — see Configure Service Account
• Vince Platform registered as an available API in ION — see Configure API Connection

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Step-by-step guide

1. Go to ION Desk → Connect → Connection Points.

2. Click ➕ Add and select API.

3. Give the connection point a name, then click IMPORT to upload the service account CSV file you downloaded earlier.

4. Go to the Documents tab and click ➕ to add an API transaction:

   • Set the Scenario to Send to API
   • Select the document (BOD) you want to use in the transaction

5. Go to the ION API tab:

   • Enter a Call Name
   • Click Select, then search for and select the relevant Vince Platform endpoint
   • Click OK

6. Go to the Request Parameters tab and enter the relevant values. For a workflow endpoint, this is typically the workflowId.

7. Go to the Request Body tab and select the outgoing format. For a workflow endpoint, this is typically JSON from BOD.

8. Click Save.

note

A newly created Connection Point will show as Inactive until it is used in an activated Document Flow. This is expected — it becomes active once the flow is set up and activated in the next step.

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Next step

Continue to Outbound Document Flow.