Thank you for trying DataGrows.
Let's get started!
If your database has already been set up and you have been invited as a user, please click here to see how our in-app training works.
If you are responsible for setting up the database, there are 4 steps in the setup:
1. Adding Users
3. Data Upload
1. Adding Users
The first thing you need to do is add your Accountants/Users.
To add an Accountant/User:
Click on your Accounting CRM database.
Click on Setup, then Accountant. This will open the Accountant table. You will have been added as a Super User user already. Please leave your role as Super User. This is the highest-ranking user role and will give you access to the entire Accounting CRM and Practice Management Tool.
Click on 'ADD RECORD' in the top right corner of the screen to add more Accountants/Users.
(We recommend adding all your users/accountants to the system during your trial period. This will allow you to assign clients to them and see the app's full potential. You do not need to activate their access right away, the below steps will explain more.)
Once the add record screen opens:
Add a name and email address.
If you do not want them to access the app yet, uncheck the Allocate license checkbox. If you want them to have access already, please leave the Allocate license checkbox checked and assign a role to them; click here for a post that will explain the various roles.
Click 'SAVE & NEW' at the bottom of the screen. A new blank form will open for you to add your next Accountant/User.
Once you have added all the Accountants/Users, click on the x in the top right corner of the form.
2. Data Upload Preparation
Below is the template you will use to upload your clients onto the app. If you prefer to use our Sage Business Cloud Accounting or Xero integrations to upload your clients, please book an integration session via this link.
Please download the '2023_30_11_Client Upload' File to continue with the client upload. The steps below will explain how to populate it.
This example file is a visual reference of what a populated template will look like.
The downloaded template:
Open the template in Excel.
Go to the Tips & Format tab/sheet.
Go to the Accountant column.
Add the names of the staff you just added in the Accountant table in DataGrows to this column.
Next, go to the Client Import sheet.
Follow the guide in the second row to add your client details correctly. The more information you add here, the more complete the upload will be. Any client record can be altered in the app after the upload has been done, so don't stress if you can't complete all fields now. You also have the option to add a few clients to test out DataGrows and upload more later.
For a quick upload, fill in the four minimum required columns marked in pink, namely:
Client Name,
Status (you can mark all your clients as active)
Entity Type
Accountant
*Too much work? You can email your data to support@mydatagrows.com in its current state, and we will provide a quote to do the upload for you.
3. Data Upload
Once you have completed the necessary columns in the template, please save your file as an Excel Workbook file (.xlsx.) NOT a CSV.
You are now ready to upload your clients!
Please follow the steps in the video below to do the upload.
If you switched on services in the Excel template, i.e. completed columns with dates or true/false, these tasks would have been created immediately after the upload.
If you didn't switch on services for your clients and only filled in the four pink columns for a quick upload, please click here.
If you got stuck, please book a FREE data upload session via the button below so we may assist you.
4. Using DataGrows
Now, you can start experiencing the benefits of the app.
This video will show you how to navigate and get comfortable with the app.
Further training
DataGrows has an in-app training module consisting of short 3 - 5 min videos you can watch in your own time. The training will ensure that you understand the app and get the most out of your experience on DataGrows.
This video will show you how to access the training.
If you have any questions or if you would like to attend a demo to get more comfortable with the app, email support@mydatagrows.com or send a WhatsApp to 063 426 0080.
Enjoy your journey with DataGrows!
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Additional information for the Quick Upload Option
Switching on Default Services
You can switch on services as you work, or DataGrows can switch on services for you based on the entity type.
To switch on services as you work:
Click on the Client table
Click on any client
Scroll down to Services
Check the checkboxes that apply
Click Save
To allow DataGrows to switch on services for you:
DataGrows can switch on the services below based on the entity type.
To switch on default services:
Go to the Client table and select all your client records by clicking on the square to the left of the client name.
Click on Actions
Then Set Default Services.
If you have multiple pages shown in the bottom right corner, you will need to do this for each page.
The services will be switched on immediately, and the tasks will be scheduled overnight. You can amend services at any point by clicking on the client record in the Client table and scrolling down to services.
If you got stuck, please book a FREE data upload session via the button below so we may assist you.