Initial Setup

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The Initial Setup form launches automatically for new accounts.
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
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.