> For the complete documentation index, see [llms.txt](https://docs.klai.studio/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.klai.studio/engineering-reference-docs/updating-the-helper-file.md).

# Updating the Helper File

## **Guide to Migrate the Helper File**

Below are the steps for migration and configuration of the helper file. Additionally, we recommend familiarizing yourself with the general documentation, which provides answers to many questions.

<https://docs.fmbetterforms.com/getting-started/integration>

1. Download the Helper File using the link below:

<https://drive.google.com/file/d/18Ont_4l9Xe1RjtuXZqTtcaLTzBar6kG9/view>

2. Open the Helper File:

Make sure you have the FileMaker installed and open file use below credentials:

User name : admin

Password : admin

A window will appear, prompting you to set a new password.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2F4FqEx7QrAhF1pCuzfMoX%2Fimage.png?alt=media&amp;token=c292970c-2d06-40fb-83a8-8fd5eb3c082d" alt=""><figcaption></figcaption></figure>

3. Change default user and password:

Change the default user and password (admin / admin) to your desired credentials. This password is for file access purposes only and applies solely to this file.

4. Set Up Your Own Account:

* Go to File > Manage > Security

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FZTHHSnNU3XKs4ZLiiGTJ%2Fimage.png?alt=media&amp;token=73bcacea-d912-452e-a81d-36c7353173d6" alt=""><figcaption></figcaption></figure>

* Click "+New" to create a new account.
* Type the Account Name, set a Password, and select a Privilege Set.
* Click OK to save the new account.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FwxKAijuDycGqxZJnkKwG%2Fimage.png?alt=media&amp;token=d51e2fa7-7842-4991-9319-3cc2d152f921" alt=""><figcaption></figcaption></figure>

5. Import User Records (If Needed):

* Open FileMaker Pro.
* Open the app where you want to import the existing user records.
* Go to "File" in the menu and select "Import Records."

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FAdc1dGup2wWqx2OkcYa4%2Fimage.png?alt=media&amp;token=0ff09bc0-b6b4-48c7-a992-b07fcf6da0aa" alt=""><figcaption></figcaption></figure>

* Choose the file format of the existing user records (e.g., Excel, CSV, FileMaker Pro file).
* Select the file containing the existing user records and click "Open."

NOTE! ( if your old helper file is located on the server, you can specify the path by clicking the "hosts" button when selecting the file. )

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FlRNBjT6hk6zFoUGq3HRg%2Fimage.png?alt=media&amp;token=92a52ed9-6d1f-4da1-b490-a6e5207aeb5d" alt=""><figcaption></figcaption></figure>

* Map the fields in the import file to the corresponding fields in the app.

Also, make sure that the auto-enter function is turned off.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FccYlzdJQ4xDQ1PT9gcKw%2Fimage.png?alt=media&amp;token=fbd72dc8-076e-40d8-8bc2-e6365056695c" alt=""><figcaption></figcaption></figure>

* Configure any additional import options as needed.
* Preview the import to verify the mappings and data.
* Click the "Import" button to import the existing user records.

At the end, an "Import Summary" window with the results should appear.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2Fk8ZyoWtbLH8pzLMX3Nqo%2Fimage.png?alt=media&amp;token=06020140-b77b-4399-a2ed-54120390c173" alt=""><figcaption></figcaption></figure>

6. Configure Helper File:

* Ensure the file is hosted on the server.
* Go to File > Manage > External Data Sources.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2F1KiWZLW3LNRDTNv5nJ3o%2Fimage.png?alt=media&amp;token=4e8f02f1-bf1d-410d-a1b7-d7a7a520279b" alt=""><figcaption></figcaption></figure>

* Click "New" in the "Manage External Data Sources" dialog box.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FCIx1kyuND4mSFyGRapqB%2Fimage.png?alt=media&amp;token=b88696b7-ee8c-4b09-b2f5-2a64ab221cd6" alt=""><figcaption></figcaption></figure>

* Click "Add File" in the "Edit Data Source" dialog box.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FxKkNzmIgQkEWpvHinNmV%2Fimage.png?alt=media&amp;token=d892d344-3647-4c86-aa38-d10002cab034" alt=""><figcaption></figcaption></figure>

* Locate and select the new Helper File (click "hosts" if the file is on the server).

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FGOf5XmiMFExOvvIbv52g%2Fimage.png?alt=media&amp;token=89241ae3-d506-4bee-834d-c2d3b5786e1f" alt=""><figcaption></figcaption></figure>

* Choose the FileMaker application and click OK > OK > OK.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FSDKrIWaM97NnAJ4a6L7A%2Fimage.png?alt=media&amp;token=971cebef-cab7-4032-944e-9a764e6a4b3e" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FZSGQpy729Os6nnesJD0i%2Fimage.png?alt=media&amp;token=41fc20ed-0fb3-4916-9ca5-154283d4594d" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FbUsPZfboF21B4WOoyEXc%2Fimage.png?alt=media&amp;token=d486cd5c-3b35-4404-9687-eae3c1ff967a" alt=""><figcaption></figcaption></figure>

7. Configure Hooks in Script Workspace:

* Go to Script > Script Workspace.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2Fqu45cH4lOpHsfKMjLR6j%2Fimage.png?alt=media&amp;token=5bad2d48-24b0-4de4-8078-14b325a57d8b" alt=""><figcaption></figcaption></figure>

* Set up Hooks - “Developer - Transmitter - CONFIGURE HERE”.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FVuYjEoJso5P8V8b11BnO%2Fimage.png?alt=media&amp;token=6cff35d0-cb58-4e2e-885a-a71e074c236a" alt=""><figcaption></figcaption></figure>

* Type or copy the required items from the previous file and paste them.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FM9eKG7z745wTKPHwXIIg%2Fimage.png?alt=media&amp;token=665c927c-2145-423c-9998-5ad1d3d89407" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2F26rhXIReZsnWb60wYMId%2Fimage.png?alt=media&amp;token=c4ab1445-3c23-4e87-9c4d-e9f5ed2bee27" alt=""><figcaption></figcaption></figure>

* Click on "Betterforms - App - Receiver and Dispatch" to see them on the Specify Script window.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2F3NDChCtku8fQ1wwGwLQ3%2Fimage.png?alt=media&amp;token=5a4bf19b-e689-4f94-bb44-221f4eb860ee" alt=""><figcaption></figcaption></figure>

We can see them on the Specify Script window.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FZ1UlYirGAr8rIWHaXk7W%2Fimage.png?alt=media&amp;token=7baad890-b94f-4bc2-a060-63f6b8df7385" alt=""><figcaption></figcaption></figure>

We need to replicate the steps we made in the helper file in the FileMaker application.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2Fu1KsJjmx5QeHdWSzXtjJ%2Fimage.png?alt=media&amp;token=240bbe94-425d-405b-ba0e-0f69a0a155a1" alt=""><figcaption></figcaption></figure>

8. Sync App with Frontend:

(If the file is replaced with the same name, there is no change needed in the BF editor. If not, make sure you use the same credentials.)

* Open the environments list and choose the environment.
* Click the three dots menu > Edit.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FfIaw35sUuqcGn41SOp4s%2Fimage.png?alt=media&amp;token=fc2aa35c-9fea-4e15-a5e1-79bdb32085be" alt=""><figcaption></figcaption></figure>

Go to Credentials, select the server, and set up HelperFile Name, Account Name, and Password.

(They should be the same as in your helper file)

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FSJkAWBAePXdwIR1aVIas%2Fimage.png?alt=media&amp;token=6b1f7fb7-6624-419e-9ded-b160481c2de5" alt=""><figcaption></figcaption></figure>

9. Test Connection:

* Test the connection from frontend to the business file by hitting the API endpoint (e.g., [yourapp.com/api](http://yourapp.com/api)).

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2FuPu8SDgI8m4SLqYpWLIi%2Fimage.png?alt=media&amp;token=a3e8fc85-331e-46b7-92a8-3e4ed474f5d0" alt=""><figcaption></figcaption></figure>

* Verify if the connection is successful and the records appeared.

<figure><img src="https://2586933017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FheC5LgoLOS4Tub2LLUGt%2Fuploads%2Fm0MBdXrzfTcoBtTNGfCp%2Fimage.png?alt=media&amp;token=2aa5a72f-1f26-464e-864c-1114eee80900" alt=""><figcaption></figcaption></figure>

10. Test the functionality of your apps.