Data
A guided import during foundation so you are not staring at a blank company.
Where to find it: Left menu → Data Management → Setup wizard import (also under Setup)
Step 1
Left menu → Data Management → Setup wizard import (also under Setup). If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Follow the wizard order. Use templates. Stop if validation fails. Do not skip to live consignments.
Step 3
Setup hub steps should turn green as masters land. Errors should list the row.
Yes. Setup wizard import is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Same engine, friendlier path for first load. Use bulk later for top-ups.
