Connecting your first data source

I want to see Drivepoint in action! What can I do after logging in?

Last updated 1 year ago

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I want to see Drivepoint in action! What can I do after logging in?

Step 1: Navigate to the

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)

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

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.

Last updated 1 year ago

Was this helpful?

Step 1: Navigate to the

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)

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

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.