As part of your Aturian onboarding, you’ll complete a few simple spreadsheets. These help us gather your company’s key information so we can set up your new Aturian workspace just the way you need it.
Required Datasets
Before we set up your Aturian workspace, we’ll need the following required datasets. The details you share in each one help us create a workspace that’s accurate and customized for your company.
- Accounting *
Collects your company’s chart of accounts, sales tax routines, and customer credit terms.
- Administration *
Collects your company's users, roles & permissions, order ship via methods, order statuses, and categories.
- Customers *
Collects customer information and contacts.
- Suppliers *
Collects your company's suppliers/vendors.
Other Datasets
The remaining datasets aren’t required before your Aturian workspace is built. You’re welcome to complete them later, and our team can import the data when you’re ready.
We recommend providing as much information in these datasets as possible to minimize manual entry down the road. The more data you include now, the more complete and ready-to-use your workspace will be from day one.
- Inventory
Collects your company's item SKUs & variants, and starting inventory counts.
- Order History
Collects historical order information and order item information.
Note: Once imported, historical order info is for read-only purposes.
- Sales Person & Commissions
Collects your company's default commissions, customer commission mappings, and info around when you pay commissions.
- Templated Text Data
Collects default text to include on quotes, POs, Order Ack., pre-bills, invoices, and credit memos.