ITEXIA On-Boarding - Steps 4-6

You have already completed the first steps. Now we go into the finalization.

Step 4: Configure your interface.

If you want to import data from an external system to ITEXIA, first create a template for all further imports. If the files always look the same, you can then import new objects to ITEXIA again and again via the interface template.

If you are working with an accounting system to which we provide standard interfaces, these templates are usually already created for you in advance. However, please check the configuration again.

HubSpot Video

Step 5: Import your objects

Once you have configured the interface, you can easily import your data.

HubSpot Video

Step 6: Create the users

Even though inventory is fun, you probably still don't need to do it alone. To do this, please send a list of users to be created to your Customer Success Manager in advance.

And here's how you can create them on your own.