We know that some of our customers will be onboarding mid-season, and that’s OK! We have options available for tracking some of your historical data. Depending on your records you might want to load in the data events that have occurred since the beginning of the season, so here’s a helpful guide to selecting your best option.
Handy tip: While full-season visibility might make Option 1 sound tempting, keep in mind that working through all the reports can slow down onboarding. If you're more than two months into the season, we usually recommend Option 2 - it offers a good balance of historical visibility while letting your team jump straight into reporting.
Need to know about the next part in the onboarding process? Click the links below to get detailed info on your different options for: