Installing the Planswift Integration

 

1. Go to the Sigma App Store and “purchase” the Planswift Integration (there is no charge, and no credit information is required.). You will receive and email with a link to download the Planswift Integration and a license number.

2. Make sure you have a desktop shortcut icon to Sigma.

3. Drag and drop the PlanSwiftIntegration.sigmapackage file you downloaded in step 1 onto the Sigma desktop icon.

4. Sigma will start and the Planswift integration will be installed.

5. You will be asked for a license number for the Planswift Integration. Enter it when prompted.

6. Confirm that Planswift has been installed by noting the addition of a Planswift tab on the tool bar.