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 videos to help you see what is possible with Snapshot.Live. To see these, click here
Choosing your Business System or Database Connection.
When you first click on Snapshot and enter the Application a message is displayed asking you to select which Business System or Database Connection you would like to connect to.
If you are using one of the Supported Business Systems, choose it from the list. This way you will receive the Community Dashboards set for that Business System.
If you are only connecting to a Database, select the Data Technology you are connecting to.
This will prompt you to either Download the On Premise Data Connector, or go through a setup Wizard to connect to another Cloud system.
In this article, we assume you need to Download the Data Connector.
Installing the Data Connector
Checking the Data Connection in Snapshot.Live
To check that your Business System Data Conenction is active in Snapshot.Live, Click on the Data Connector Menu from the Left Hand Menu.
If your Data Connector is setup correctly, you will be able to see your Data Connection in this screen:
You can now go to the Community Dashboards section and run the Community Dashboards.
You can read about our Community Dashboards here
Need further information?
Submit a ticket by sending an email to Support@Plus.Live or use the "Chat" option (note - only availabe within Plus.Live).
Setup: General App Settings
There are some general App Settings under Admin/Setup/General you should be aware of: Let's look at the options below, allowing you to modify the way the Application behaves. DIsplay Currency Your default currency will have been set by your ...
Setup: Tax Codes
Tax Codes setup is found under Amin/Setup/General In Sales.Live, you can add as many Tax Codes as you require, under the Tax Codes setup. Note: In Connected Mode Tax Codes will come from your Business System that you are connected to. If not in ...
Setup: Data Import
The Data Import functionality is under Admin/Setup/General This is under consideration and a setting has been instigated. If you require this urgently, please contact Support@Plus.Live with your exact needs and we will review. Need further ...
Setup: Email Layout
The email layout is found under Amin/Setup/General The Email layout is for Customers and Partners to customise the layout of the email. Plus Software uses tools from Dev Express to save development time as there is no need to re-invent the wheel, so ...
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, ...