O3 Solutions [TEST]

Use statuses to track your Data Deliverables.

Adding Data Deliverable Statuses

Configure your field mappings in O3 to make uploading data easier!

Configuring Field Mappings

Use Data Deliverables to manage recurring imports.

Creating Data Deliverables

Before you can create a Data Deliverable, you'll need a Data Source.

Creating Data Sources

Use Data Deliverables to stay on track with your imports.

Importing Data with Data Deliverables

Jared Elliott

Data Deliverables

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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