Of the several ways you can access the files in a Partner Mailbox, the Cleo Portal is perhaps the easiest to implement. When you create a Partner Mailbox, you create a username and password that you use to log in to the Cleo Portal.
- Create a Partner Mailbox endpoint.
- Select the Cleo Portal checkbox.
- Enter a Username and Password and take note of these values as you need them to log in to the Cleo Portal.
- Open a browser and go to
acme.cleointegration.cloud/Portal
.
The Cleo Portal login page is displayed. - Enter your username and password (from when you created the Partner Mailbox) and press Enter.
The Cleo Portal appears and displays the Download and Upload folders belonging to your Partner Mailbox.
Use the Download folder to receive files sent to your Partner Mailbox and use the Upload folder to put files you want to send to the Data Flow configured to work with this Partner Mailbox.
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