Create A Client And Choose A Data Source

Use this guide when you need the full path from creating a client to choosing the source data path.

Create The Client

Start from the Clients page and add the client.

Choose Source Data

Pick the source of truth during onboarding.

Connect Or Continue

Choose live data, upload statements, or start fresh.

Check Before You Leave

The client should exist, and the source data path should be explicit enough for the next person to continue setup.