Logging in for the first time

When you first sign up for BoogieBoard, you will receive an email invitation to create your BoogieBoard account:

Create your account and you will be directed to your team’s homepage.

More on User Management →

Connecting a Data Source

Step 1: Create A New Data Source

From the home page, navigate to the Data Sources selection in the side menu bar. It will be under the Admin section on the bottom of the page.

Click the “New Data Source” button to create a new data source.

<aside> ❓

What is a Data Source?

A Data Source is a source of account data from which BoogieBoard will derive territories. Data sources can be either API connections to CRMs like Salesforce or they can be flat CSV files.

</aside>

Step 2: Upload Your CSV

Select your desired data source type. For this initial quick start guide we will focus on a simple CSV import of data. More information on connecting to Salesforce can be found here.

Give your data source a name. This name will be used and displayed across BoogieBoard. The description field is optional and there for your convenience.