Onboarding Process
Before You Start: Before you start onboarding, you must complete your Apaleo setup. You can't configure or activate the integration until you complete this step. In Apaleo, please ensure your environment has all revenue- and payment-related settings/categories configured. In your accounting system, please ensure that your chart of accounts, cost centers, and tax rates are configured.
- Request the integration
After completing your Apaleo setup, please go to the Apaleo Store and search for the required integration. Click the integration, then click the Connect App button in the top-right corner. You will be redirected to the Omniboost onboarding platform, Base. - Confirm your subscription
The Omniboost team will reach out with a subscription agreement for your review and approval. - Complete onboarding
Please complete the guided steps in “Base” and submit all required information promptly, as delays directly affect how much historical data we can include. - Review and go-live
Omniboost reviews your configuration, performs validation, and activates the integration. Data will not flow until Omniboost sets the integration live.
