ITEXIA On-Boarding - Steps 1-3

We already got to know each other during kick-off. Now it's time to get to know ITEXIA and customize the software to your needs.

With the following steps, we want to give you a step-by-step guide on how to get started quickly and efficiently. Please prepare the steps until our next meeting. If you get stuck at any point, feel free to contact us at support@itexia.com.

 


Step 1: Get an overview.

Not everyone had the pleasure to get an insight into the software during the web sessions with our sales team. Here is a brief summary of everything about the software. 

Step 2: Configure your fields.

Make sure you focus on the fields and information that actually offer you added value.

If you are working with an accounting system and want to synchronize the data between ITEXIA and this system, then your Customer Success Manager has usually already set up a preconfigured system for you. You can then move the fields, rename them or simply add new ones.

If you want to connect other systems, you should directly create the fields that will be relevant for the interface. (For example, if there is a "Duration of use" field in the file you want to import, create it first via "Field definitions"). 

HubSpot Video

Step 3: Create or import your rooms

In ITEXIA we use room and location assignments. Each object is assigned to a room and each room to a superior location.

The goal is to improve the findability of your objects and to be able to better match later whether the objects have been moved, scrapped or changed their owner. 

If you would like to transfer the room and location data of your objects into your accounting system at a later date, please pay attention to the conditions of the fields in your asset accounting.

Please coordinate this with your Customer Success Manager.

 

You can either create locations and rooms manually directly in ITEXIA or import existing room lists. Here we show you how to do it:

 

HubSpot Video