Initial Setup

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The Initial Setup form launches automatically for new accounts.
Overview
Use to import initial data.
• Adding or editing links for LinkedIn, Twitter and Facebook
• Setup email settings
• Create security token
• Send test emails
• Request data
• Import data
Directions
1. Enter all email settings.
2. Send a test outbound email.
3. Send a test inbound email.
4. If both emails pass, click the Request Data button to send a data request to the ERP software.
5. Setup the ECT tool.
6. Use the ECT tool to process the request.
7. Once the emails have arrived from the ECT tool, click the Import Data button to complete the import.
When then import is complete the software will redirect to the Setup Wizard form.