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Setup data export for ZipForm®Online within Fidelity TransactionPoint®
KBA-01271


Problem

How to setup data export for ZipForm®Online within Fidelity TransactionPoint®.


Solution

Follow the steps below:


Step 1:
While logged into Fidelity TransactionPoint®, click on Profile & Preferences, then click on User Profile.




Step 2:
Under External System Details you will see ZipForm listed.
Leave the External ID field blank, type the e-mail address you use to log into ZipForm®Online into the Username field, then type the password you use to log into ZipForm®Online into the Password field.



Then click on the Finished link.



Please Note:
If you do not log into ZipForm®Online using an e-mail address, you will still need to type in the e-mail address associated with your ZipForm®Online account.

To retrieve the e-mail address associated with your ZipForm®Online account, log into ZipForm®Online the way you normally do, and look in the upper left hand corner of the page once you are logged in.



If you do not know your ZipForm®Online password, Click Here to reset it.


Finished:
You are now ready to export transactions from ZipForm®Online to Fidelity TransactionPoint®.




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