Juniper Square Onboarding Overview

We’re excited to get you up and running on our platform. To begin, please watch this short 8-minute video covering:

• The Juniper Square onboarding process
• Types of data to upload
• Best practices when preparing your data

Table of Contents:

• Onboarding Phases (0:12)
• Data Requirement (1:45)
• Data Terminology and Relationships (1:54)
• Sample Juniper Square Workspace Tour (2:50)
• Juniper Square Template (6:22)
• Final Steps (6:56)

If you have any questions after watching the video, please reach out to your Product Operations Manager.