Import from Onboarding to Main App

A detailed guide to fill in information for Admin and Teams Pages

Owner Admin

Make sure that you have followed well the steps to make the data ready for import in the onboarding app  

STEP 1. Create Account

  • Go to app.aptiv.io > Open Owner Admin 

Important: A change to our authentication process may require you to re-register with your work 
email to access your account. 
Open Owner Admin 
Logout 
Welcome Lou Prevot 
Which team do you want to go to?

  • Create your Client Account : 
  1. Enter Client Name 
  2. Select Default 
  3. Check Is Active 
  4. Select TRIAL 
  5. Click Add 

Search by Name or GUID 
ActDigj.tal 
1 614613963065x177999582604034050 
Alpine Consulting 
1599045587747x971580586722328600 
Aptivio 
1560865695840x694156166464012300 
Aptivio 2.0 
1 612886734344x723073530117750800 
BNP Paribas Arval 
1 614966436087x906051739909881900 
Admin 
DEMO (Active) 
Admin 
PAID (Active) 
Admin 
DEMO (Active) 
Admin 
PAID (Active) 
Admin 
DEMO (Active) 
Client Namel 
Default 
Is active 
Add 
Teams 
Clear

Your Client has been added to the list of all Clients! 😀

  • Find your Client Name by using the Search bar and Click on Admin 
  • A new tab will open; it is the Account Admin page where you can find the general information on your account. 
  • Enter Client domain and linkedin id
Client Name 
General 
Teams 
Users 
Products 
Name 
Company Domain 
Alternate Company 
Domains (Subsids) 
Client Name 
simnle.com 
Add any possible company related domains 
Company Llnkedln ID 
Production 
Linkedln ID Onlv

 

Example for Aptivio as a client:

Url : https://aptiv.io/  Domain: aptiv.io 

LinkedIn Url :  https://www.linkedin.com/company/aptivio/about/ LinkedIn id : aptivio

 

  • Go to Teams
  • Enter Client Team Name and Click Add New 
  • Client Team name is usually the same as the Account Name, but can be different if you need several Teams for the same Account. Ex : Aptivio 2.0 (Account) have  Aptivio PE and Aptivio CE (Teams) 

Production 
Client Name 
General 
Teams 
Users 
Products 
Team 
Client Name 
Active 
Client Name 
Created Date 
Thu May 27 GMT+0200 (Central 
European Summer Time)



STEP 2. Fill out Team Information

  • Click on the Team you just created. It opens a new tab; it's the Team Admin Portal 
  • Check Is Active, and Enable Auto-Buyer 
  • Click on Import Settings 

Client Name - Client Name 
General 
Members 
Roles 
Territories 
Is Active 
Production 
Job Status 
Lou Prevot 
Import Settings 
Name 
Page Title 
Description 
Client Name 
Enter title for signals page 
Type here... 
Enable Auto Buyer 
Max Buyers per Opp 
10 
Enable Challenge Emails 
Reset All Notifications (caution) 
Enable All Team Users

  • Select your Onboarding App Team in the drop down list and Click Run Import. A new tab will open.

Import Onboarding Settings into Client Name 
First Import: Import ID: 
Choose an import team 
Warning: Imports cannot be undone. You can only run them on clean teams or to update an existing import. 
Remember to retest all affected signals. 
Run Import

  • Import is done when Status changes from RUNNING to SUCCESS  
Status: success 
Started: May 24, 2021 5:28 pm Duration: 206638ms 
Setting importid on team: 
Starting team import:Goodyear Fleet Services
  • Close tab
  • After the import is done, go to Opportunities and activate all the products one by one

roduct 
Opportunity 
Members 
Roles 
Territories 
Business Lines 
Alerts 
Challenges 
Target Accounts 
Countries 
ICs 
Signals 
Lists 
-1 
CRM sync 
Alined - Alined 
View_op 
Total: 4 
R po 
Name 
RPO 
Signals 
licolas chayban 
Add a product: v 
Active 
Active 
Very Positive 
Risk 
Positive 
Risk 
Neutral 
arch 
Buyers 
Advanced 
Pick a Signal 
Client is Searching on https://mvw.alinedconsulting.com/ for RPO 
Topics 
Neutral 
Access 
Neutral 
Client is Searching for RPO Topics 
Neutral 
Access 
v Neutral 
Client is Engaging with RPO Competitors 
Neutral 
Access 
Neutral 
IT Buyer Group Sponsors Found 
Access 
Neutral 
Product Buyer Group Sponsors Found 
Demand 
Demand 
Demand 
ular 
Demand 
Neutral 
Demand 
Neutral 
Engagement 
Engagement 
Engagement 
Neutral 
Engagement 
Engagement 
Neutral 
Save 
Positive 
Positive 
Positive 
Risk 
Risk 
Risk 
Neutral 
Imported: Jul 15 
Access 
, 2021 6:47 pm 
Neutral 
Cancel

  • Go to Signals and Retest all signals flagged in red. 
  • Signals are automatically tested by the system. If a signal needs to be retested, it's because it's too noisy. There are 2 options to deal with this:  
        1. It's a buyer signal and it's fine if too noisy, you can save it. 
        2. It's a search signal. Then you need to verify your keywords and remove the noisy ones from the Onboarding App, import again, and retest your signal. 
  • Go to Roles and create a role for <client name> marketing team as Marketing 
  • Add a customer user in the member tab and assign the <client name> marketing team Role  

Make sure that the "Don't send invite" checkbox is checked, as we don't want the client to access the platform right now. 

Assign Business Unit 
Don't Send Invite 
Add User 
Cancel

 

STEP 3. Fill out the rest

  • There are 3 more section you need to worry about. You will find instructions on how to fill them up in the following documents:

Configure CHALLENGES in Team Admin

Configure ROLES in Team Admin

Configure Signal ALERTS in Team Admin

 

That is all. You are done!🙌