Session 1 is your kickoff call. We meet your team, agree who owns what, and start your setup in the sandbox.
What we cover
- Introductions, and who owns each part of the setup on both sides.
- Your inventory file: what we need from your data and how it gets to us.
- A guided walkthrough of the sandbox, where we start on your settings and user permissions.
Who should attend
- Your implementation owner.
- The person who owns your data export.
- Whoever will set up your users and settings.
- Your compliance contact, if they are joining the sessions.
Sandbox and production
The sandbox, at sandbox-app.tratta.io, is where we build and test your setup; bookmark it. Production is where real consumers pay, and we move your setup there near the end of onboarding.
The two look alike, so check which one you are in before you change anything.
Your inventory file
Your inventory file is the daily export of the accounts your consumers will see. We send the columns we need. You send a sample with a few rows; the columns matter more than the data in them. Your column names do not have to match ours, because we map your file. Once your sample passes our checks, we draft your import against it.
Homework before the next session
- [ ] Send your inventory file with at least a few rows so we can map it.
- [ ] Sign in to the sandbox and fill in your company details: company name, customer service phone, customer service email, and time zone. Set the time zone to your local time so your reports match your business hours. For help with any setting, see ‣.
- [ ] Invite your team under Settings > User Management and assign their roles.
- [ ] Upload your logo and your footer. If you offer Spanish, upload the footer in English and Spanish.