Pro Tips & Tricks
Data integrations inform your everything you can find in the Drivepoint Platform and the SmartModel™️. Find out tips & tricks👇
Pro Tip 1: Quickbooks (QBO) is very easy to connect to Drivepoint. Connect it in a few minutes to help stand up your model! Skip this step if your company is not on QBO.
If you are logged in the Drivepoint web app, click on data sources and then on Quickbooks. It should open up a dialogue in the window. After logging into Quickbooks and accepting the permissions you are all set.
Pro Tip 2: You do not need to be the owner of the Shopify account to connect it to Drivepoint
We have recently updated the permissions necessary to connect your Shopify account to Drivepoint and benefit from importing Direct-to-Consumer data to inform your forecasts. If you are not the owner, find out what specific permissions you need here.
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