# 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="/files/tWTJjESAVFE3ogMFVBR9" 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="/files/XY8Az27tigXwKG74XzPi" 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="/files/Ersf1pWDvM4MBoS0r2J4" 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="/files/zIeKakZlmFgT6bxjYyKK" 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="/files/VGSbvGLJhlKgCJSNUwQg" 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="/files/cbIpG0KkS8k4tgcHcp0x" 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="/files/NTqaA2n7qCvN2BzupqFo" 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="/files/mkOZoSFcPyEilbqkjfYR" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Os4ML4E6DkwBAKXNogJf" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/j875CQnJSQp9AAAAnkDy" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ZS2H4tsbAcBWutQ4gzeh" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/UK9TqvEg23NjB7mXObPD" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cujEFDSUjurYFxABwBEh" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/pu8ji1Rbwu81BbKm5kOU" alt=""><figcaption></figcaption></figure>

7. Configure Hooks in Script Workspace:

* Go to Script > Script Workspace.

<figure><img src="/files/1qeZR10KM94zsCqd367r" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/yghHmVr2NGrlDrad2Cow" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/WduDB9Ncrq2C4woM2VWs" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/kE6TXduzGrG0BndA3lty" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/2BMtOaJooauDI2wH23Wo" alt=""><figcaption></figcaption></figure>

We can see them on the Specify Script window.

<figure><img src="/files/2Qu8UUwMIJxeFa5JsBAB" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/TqMlKH2pXIuN7KqaeKwG" 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="/files/1bEVdvAQe5SaHlH5p5RM" 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="/files/prylW035AzDhL7dnKqR3" 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="/files/HXngtFufEEvtdXy9sS1O" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/T6MPGmrkqVyuXdeG7PJX" alt=""><figcaption></figcaption></figure>

10. Test the functionality of your apps.


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