Step 1: Navigate to the Drivepoint platform

Step 2: Click on "Data Sources" on the left sidebar

Step 3: Click on the "Connect" button on the top right of the page

Step 4: Choose your preferred datasource (💡Most of our clients start with Shopify or Quickbooks)

ℹ️ Unsure which permissions you need for Shopify if you are not the Store Owner? Check out our Shopify Integration guide here.

Step 5: Follow the instructions in the pop-up video

Step 6: Once you see the green success bar on top of the main data source page -> congrats 🎉- you connected your first data source!

Step 7: Connect more data sources (💡at least one operational source: Shopify and/or Amazon and one financial source: Quickbooks or Netsuite)

Step 8: Email your Drivepoint rep and relax - you have done all of the work. Now it is our turn! We will be in touch.