Juniper Square Onboarding Overview

We’re excited to get you up and running on our platform. To begin, please watch our short onboarding videos:

Data Migration Process

• Data preparation and migration process overview (0:10)
• Video goals and contents (0:30)
• Data preparation process (0:53)
• Phase 1: Access Box (1:56)
• Phase 2: Collect data (2:33)
  
• Phase 3: Add data (3:00)
  
• Phase 4: Submit data (3:35)
  
• Summary (4:22)
  
• What happens next? (4:55)

The Juniper Square Data Model

• Data Terminology and Relationships (0:09)
• Sample Juniper Square Workspace Tour (1:09)
• Contacts (1:30)
• Accounts (2:15)
• Entities (3:17)
• Transactions (3:37)
• Final Steps (4:17)