How do I import CRD Single Schedules to IntelliFront BI?

This is a step by step guide for importing CRD Single Schedules to IntelliFront BI Gizmos.

CRD To IFBI - Import Schedules

In order to use this application, you must:

  • Have a CRD installed and configured.
  • Have an IntelliFront BI installed and configured.
  • You must have an SMTP Account setup in IntelliFront BI.
  • You must have an FTP Destination setup in Intellifront BI.
  • You must have a Windows Account setup in IntelliFront BI.
  • This application needs to be on the same CRD server. 

    Crystal Reports: CRD to IFBI application.

    How do I import CRD Single Schedules to IntelliFront BI Gizmos?

    • Move the CRDToIFBI application to your CRD Server
    • Once CRDtoIFBI is in your CRD Server, double-click CRDtoIFBI

    Connect to CRD Tab


    Crystal Reports: CRD to IFBI application.

    • Use (...) button to enter the path to CRD configuration file.
    • Click Test Connection

    Crystal Reports: CRD to IFBI application.

    • Click OK.
    • Click Next.

    Connect to IntelliFront

    Crystal Reports: CRD to IFBI application.

    • Enter your Intellifront API Address.

    You can enter your IFBI server name or IP address. 

    • Enter your admin username.
    • Enter your admin password
    • Click Test Connection.

    Crystal Reports: CRD to IFBI application.

    • Click OK.
    • Click Next

    Select IntelliFront Accounts

    Crystal Reports: CRD to IFBI application.

    • Use the drop-down menu to select an SMTP Account for Email Destination.
    • Use the drop-down menu to select an FTP account for FTP Destination.
    • Use the drop-down menu to select your windows account

    Crystal Reports: CRD to IFBI application.

    • Click Next

    Begin Schedule Import

    Crystal Reports: CRD to IFBI application.

    • Double-click the CRD folder and select the Single Schedule to import to IntelliFront BI.
    • Click Select.

    Crystal Reports: CRD to IFBI application.

    • Once you finish selecting your Single Schedule to import, click Next

    Crystal Reports: CRD to IFBI application.

    • Click Begin Import

    Crystal Reports: CRD to IFBI application.

    • Click Yes. 
    • Schedules will begin to import.
    Crystal Reports: CRD to IFBI application.
    • Schedules got imported successfully.
    • Click Finish