About the Course
As discussed in the Getting Started with Shape course, the foundation of any Shape instance is your Data Sources and Clients that you would like to create and manage Budgets for. By adding your Data Sources and Clients into Shape, we ensure we can access all the data needed to create new Budgets and organize them within the platform. In this course, we'll explore how Data Sources and Clients are added into Shape, how to use Tags in the platform, as well as some other tips and tricks that will be helpful along the way.
Course Categories
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Introduction
- Course Overview
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Data Sources
- Syncing a Data Source
-
Clients
- What is a Client in Shape?
- Creating a new Client in Shape
-
Tags
- Using Tags in Shape
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Additional Helpful Resources
- Next Steps
About the Course
As discussed in the Getting Started with Shape course, the foundation of any Shape instance is your Data Sources and Clients that you would like to create and manage Budgets for. By adding your Data Sources and Clients into Shape, we ensure we can access all the data needed to create new Budgets and organize them within the platform. In this course, we'll explore how Data Sources and Clients are added into Shape, how to use Tags in the platform, as well as some other tips and tricks that will be helpful along the way.
-
Introduction
- Course Overview
-
Data Sources
- Syncing a Data Source
-
Clients
- What is a Client in Shape?
- Creating a new Client in Shape
-
Tags
- Using Tags in Shape
-
Additional Helpful Resources
- Next Steps