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Run and schedule data flows in Vendor Payment Manager

Dev Chidipi
Updated

Once your Vendor Payment Manager flows are configured, you can run them on demand or set them to run automatically on a schedule. This article explains how to turn a flow on, run it manually, and configure a schedule. All flows are disabled by default after installation.

Data flows in Vendor Payment Manager must be turned on before they can run, either manually or on a schedule. Turning a flow on enables it to receive scheduled runs and to be triggered manually. Turning it off stops all automated runs and prevents manual runs.

For information on how to monitor the results of a flow run, see Monitor data flows and resolve errors in Vendor Payment Manager.

Turn a flow on or off

  1. Sign in to your integrator.io account.
  2. Open the Vendor Payment Manager integration app.
  3. Select the bank whose flows you want to manage.
  4. Find the flow you want to turn on or off.
  5. Select the toggle next to the flow name to turn it on or off.
    • When the toggle shows On, the flow is enabled and can run.
    • When the toggle shows Off, the flow is disabled and will not run.

When you turn a flow on, the Run and Schedule options become available for that flow.

Run a flow on demand

Running a flow on demand triggers an immediate transfer, regardless of any configured schedule.

  1. Turn the flow on. See Turn a flow on or off.
  2. Select the Run button next to the flow.

The flow run begins immediately. Go to Monitor data flows and resolve errors in Vendor Payment Manager to check the status of the run.

Schedule a flow

You can configure a flow to run automatically at regular intervals, from every 15 minutes to once a week.

  1. Turn the flow on. See Turn a flow on or off.
  2. Select the Schedule option for the flow.

  3. Configure the schedule using the following options:

    Setting Description
    Time zone The time zone used to interpret the start time and frequency settings.
    Frequency How often the flow runs. Options range from every 15 minutes to once a week.
    Start time The time of day the flow first runs.
    Day For weekly frequencies, the day of the week the flow runs.

    You can also enter a cron expression for custom schedules not available through the preset options. For details on scheduling in integrator.io, see Run your flow on-demand or on a schedule.

  4. Select Save.

The schedule is saved. The flow runs automatically at the configured interval when it is turned on.