Welcome

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1-1-01

‘WHAT WE NEED’ CHECKLIST

(Download a checklist or use the one we’ve added to your shared Google Drive)
PDF Checklist
Excel Checklist

1-1-02

CONNECT TO ACCTIVATE

If we are connecting your site to your Acctivate data,  get your system administrator or IT team to set up your Acctivate for the API connection.

We’ve provided a tutorial to follow on our help site.  
Click here.

1-1-03

SCHEDULE A KICK OFF CALL

Pick a time that is best for you. This will be about 30 minutes maximum.

Set An Appointment Using Our Calendar.

1-1-04

E-COMMERCE?

Are we building an e-commerce website? Download the product data spreadsheet.

Worksheet & Blueprint – PDF
Product Spreadsheet – Excel
Product Spreadsheet – Google