/
Setup Checklist

Setup Checklist

Owned by Deborah Pender (Unlicensed)
Last updated: Mar 25, 2020 by Bill Eastgate (Unlicensed)

Follow this order when setting up a new datahub.

  1. Create a branch
  2. Release dashboards
  3. Connect the datasource
  4. Map the general ledger
  5. Map the products
    1. Here are examples on how to map
  6. Run the conversion command
  7. Setup Staff 
    1. Merging users
  8. Adding Owners Wage, Fair Rent and Superannuation/Pension Adjustments
  9. Setting Targets
  10. Invite users

Related content

Inviting Users
Inviting Users
ProfitDiagnostix Public knowledge base
More like this
Datasource - How to give access
Datasource - How to give access
ProfitDiagnostix Public knowledge base
More like this
Changing account name
Changing account name
ProfitDiagnostix Public knowledge base
More like this
Data Sources
Data Sources
ProfitDiagnostix Public knowledge base
More like this
Unassigned Dashboards
Unassigned Dashboards
ProfitDiagnostix Public knowledge base
More like this