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®. Did this resolve your problem?