Can you advise whether it is possible to import/export text data using the connection agent to a file/spreadsheet that is not located on the Perfectforms server but is located on another network drive (not individual C: drives). Seem to recall that the connection agent must be on the Perfectforms server. Regards.
That is exactly how the Connection Agent is intended to work. You host it on one of your servers with a public IP address so it can take calls from our IP address. You configure it to have access to the data sources with which you need to integrate. Here is a link to the page in our help guide about the Connection Agent: /Documentation/manual/html/?lookup_agent.htm