Getting your Data into SaaSGrid

Linking your existing accounts into SaaSGrid is easy.

1. Link your Accounts

• Navigate to Admin, located at the bottom left of the left navigation bar. Click on Linked Accounts at the top of the page and select any Integrations you want to connect to SaaSGrid. Integrations can sync via API key or log-in.

2. Set up your Data Sources

• Select the Workspace Data tab on the left navigation page and click "Manage" in the top right corner. Here, you can modify linked accounts and select how customer records should be merged across data source. Click "Add Data Source" to link a new integration.
  For different data sources, follow the directions linked below:

• Fill out your spreadsheet and/or complete the integration rules flow

• For CRMs, SaaSGrid supports HubSpot and Salesforce. 
• For Accounting, SaaSGrid supports Quickbooks, Sage Intacct, Netsuite, and Xero. 
• For Subscriptions, SaaSGrid supports Stripe and Netsuite.

3. Review any Issues (only available for linked integrations)

• To manage issues, select a data source by clicking on the dropdown at the top of the page.
  
• In the Issues tab of your new Data Source, look over Warnings or Errors that SaaSGrid identified while pulling in your data. SaaSGrid will report issues for your Stripe, HubSpot, and Salesforce integrations.
  

4. Create Charts, Reports, and Plans to populate your Dashboards!

• Click on Home on the left navigation bar to return to the primary workspace.
• In your primary workspace, you can develop Dashboards and Reports for your SaaS metrics - learn how to build them here!

If you have any questions during set-up, email us at support@saasgrid.com or live chat with us in the product! For more resources, visit our Help Center and Metrics Library.