Data Import & Setup Guides
Initial set up guides for new users
By William and 1 other2 authors32 articles
Setup Guides
Guides for setting up Modules in Quartz
- Creating an OrganisationSet up and edit your organisation details in Quartz
- Creating An Organisation UserGuide to creating organisation users in Quartz.
- Creating a ClientGuide to creating a client in Quartz
- Creating a SupplierGuide to creating Supplier's in Quartz
- Creating a ContractorGuide to creating contractor's in Quartz
- Creating an AssignmentGuide to creating an assignment in Quartz
- SSO ConfigurationA handy step-by-step guide to configuring Single Sign On (SSO)
- Custom FieldsYou asked, we delivered! Customise modules your way with the Custom Fields
- Automatic Timesheet Chaser
Communication Tools in Quartz
Guides for communicating from Quartz
- Token Expiry on EmailsYou have the ability to update the time before expiry of buttons like 'Authorise' and 'Reject' on emails
- Email Templates - QuartzThis article will help you understand how you can see email content and customise it on Quartz.
- Email and Domain HealthGuide to adding SPF record/ Configure DKIM for Quartz for a Custom Domain
- Emails sent from QuartzBelow is a visual overview of emails sent from Quartz.
- Resetting Passwords for ContractorsGuide to resetting Passwords for contractors in Quartz
- Notifications in QuartzWe have updated and improved the notifications in Quartz
Connections in Quartz
Guides
- Adobe Merge FieldsWant contractor data that exists in Quartz to show up on your agreements? Now, it can!
- QuickSight SetupA handy step-by-step guide for QuickSight users migrated from MDT to Quartz
- Xero ConnectionA handy step-by-step guide to configuring a connection to Xero
- Setting up your API Keys
- API - Setting your Defaults - Worker RecordsGuide on how to set the defaults for worker records you will push to your supplier.
- API - Sending Contractor DataGuide on how to send contractor data to your suppliers using our API
- Bullhorn ConnectionOur connection to Bullhorn is now live!
- Connecting to BullhornThe connection you have been asking for is now here!
- Pulling Contractors from BullhornPulling Contractors from Bullhorn: Step-by-Step Guide
- Bullhorn to Quartz - Field Mapping - ContractorContractor Pull - Bullhorn > Quartz
- API Records ScreenManage Automatically Pulled Data from Bullhorn in Quartz
- Pulling Clients from BullhornGuide to managing Client records pulled from Bullhorn: Step-by-Step Guide
- Pulling Assignments from BullhornGuide to managing assignment records pulled from Bullhorn: Step-by-Step Guide
- Bullhorn to Quartz - Field Mapping - ClientClient Pull - Bullhorn > Quartz
- Bullhorn to Quartz - Field Mapping - AssignmentAssignment Pull - Bullhorn > Quartz