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  1. Importing Data
  • February 16, 2023 18:22
  • Updated

How to fill out the Implementation Data Import Template

Goal:

  • Jan 2023 edit for keywords - ed request from amber
  • Quick launch video guides
  • implementation import videos
  • onboarding import videos
  • complete implementation templates
  • onboarding templates

 

Steps:

Below are videos to guide you on filling out the templates for quick launch implementation.

 

Locations and Departments

 

Users and Roles

 

Approval Routing

 

Account Codes

 

Optional Tabs: Vendor, Catalog, & Multiple Shipping Addresses

 

Additional Information:

  • N/A
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