2. Connect Business System to Snapshot.Live
Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Snapshot.Live
This connection if via something we call a Data Connector - it allows the sharing of information between your Business System and Sales.Live. Nifty, hey?
- If you want to know more about Data Connectors, CLICK HERE
- if you want to Set up a Data Connector immediately, CLICK HERE and follow the steps outlined.
- If you've done that, you can move onto the next step HERE
But that's not ALL!
NOTE: There are some great Getting Started videos to help you see what is possible with Snapshot.Live. To see these, click here
Need further information?
2. Connect Business System to Sales.Live
Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Sales.Live. This connection is via something we call a Data Connector. This allows the sharing of information between your ...
2. Connect Business System to Forecast.Live
Once you've created a company portal within Plus.Live, step 2 is to connect your Business System. This will allow you to sync your information within your Business System (like overdue accounts) to Forecast.Live. If you want to know more about Data ...
Moving from Trial Snapshot to Business Plan
Article Introduction This article explains how to move from a Trial (or Free) to a paid Business Plan for any of the Plus.Live Products. Changing Plans You can move from Trial to Business Plan under the User Menu Item from the Plus.Live ...
Pricing Snapshot and Snapshot.Live Fair Cost Policy
Plus Software has a Fair Cost policy for Customers on our desktop Snapshot, SnapshotBI.com. If an existing Customer of the desktop SnapshotBI wants to use Snapshot.Live (Cloud and Desktop Snapshot) either to replace SnapshotBI, or to use alongside, ...
Initial Setup of Snapshot.Live
Article Summary This article outlines the initial steps to set up Snapshot.Live and connect to your Business System. We assume you have set up a Company Portal and Users on Plus.Live - if not, click here. NOTE: There are some great Getting Started ...