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QuickStart Process part 1
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QuickStart Process part 2
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QuickStart Process part 3
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QuickStart Process part 4
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Intro to QuickStart Templates
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Importing a QuickStart Power BI Template
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QuickStart FAQs
QuickStart Implementations
This course walks through the steps of a QuickStart in the Solver Data Warehouse.
QuickStart is a way to get up and running with Solver in as little as one day, utilizing predefined report and form templates.
In this course we explore an integration using a QuickStart connector to map sub-categories as defined in a customer's ERP into the predefined financial statement categories in Solver. After this mapping is completed, the related integrations, rules, and jobs are reviewed, including the new Stargate dimension. It is this dimension and mapped categories that give access to predefined templates in the new template Marketplace.
A document with frequently asked questions is also included.
Posted 5/21, Revised 10/21
NOTE: As of Oct 2022, Quickstart is available for the following ERPs:
- Accumatica - General Ledger and GL Detail
- Microsoft Dynamics Business Central (BC) - General Ledger and GL Detail, Accounts Payable (AP), Accounts Receivable (AR), Sales
- Microsoft Dynamics Finance - General Ledger and GL Detail
- Sage Intacct - General Ledger and GL Detail