Starting IPFX Integrator for Excel

IPFX Integrator for Excel

To start IPFX Integrator for Excel:

  1. Click Start > Programs > IPFX > Integrator for Excel

    The IPFX Integrator for Excel splash screen briefly appears as the application connects to the IPFX Server:

    Screenshot Template

  2. The Password Verification screen appears:

    Screenshot Template

    Enter the IPFX password for your extension.

    Tip: To prevent the password prompt from appearing when IPFX Integrator for Excel is run subsequently, select Save Password (recommended for live displays).

  3. Click OK.
  4. If you are running IPFX Integrator for Excel for the first time, you will be prompted to select a workbook as a basis for your IPFX Integrator for Excel display.
  5. The IPFX Integrator for Excel Icon appears in system tray: Screenshot Template, and the selected workbook opens in an Excel window:

    Screenshot Template

You are now ready to select the queues and fields that you want to appear in the IPFX Integrator for Excel display.

Note: While the IPFX Integrator for Excel application is running, you will not be able to close the selected spreadsheet. See Closing IPFX Integrator for Excel.