The Getting Started Assistant is a quick and easy way to enter your company profile and import critical information from your accounting software, such as client and supplier lists.

When you're new to AroFlo, the assistant is an excellent way to immediately set up your site as you'll have all your information ready before your implementation is completed.

If you're not new to AroFlo, the assistant can also be used to easily transfer across clients and suppliers and other information from your accounting package when you're ready.

• This can be done before your implementation with an AroFlo consultant is complete
• Available in both Office and Field so you can start in Field and finish off when back in the office
• Save time manually importing data
• Supports imports direct from Xero and MYOB AccountRight Live, QuickBooks Online, or provides a convenient bulk import tool for client and supplier lists exported from other accounting packages
• Suitable for both new and existing AroFlo users.

If you're new to AroFlo and haven't already set up an accounting integration, you'll see the Getting Started Assistant widget on your dashboard, provided you have access to the correct permissions. This will be visible for 45 days from your AroFlo being active.

Click Set up Company Information to get started.

If you're not new to AroFlo and already have accounting integration set up then you can access the Getting Started Assistant via Accounts > Integration > Import Assistant.

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Getting Started Assistant allows you to quickly fill out your details, upload your logo and even add payment details so you can build your company profile in just a few clicks. Alternatively, you can just use the pre-filled information from the setup of your site.

To edit your details:

1. From the Company Information step, enter your business's Contact Details. It's highly recommended to fill this out as it is used on printed layouts (such as invoices and quotes) you'll be sending to your clients.
2. Enter your Company Address. Click Different Mailing Address if your mailing address differs from your primary business address.
3. Select your Region and Time Zone. These are used to determine things like the currency you trade in.
4. Click Next.
5. Click Upload Logo to upload your company logo. If your logo doesn't meet the recommended dimensions, use the cropping tool to select the area you want and click Crop Image.
6. Click Next.
7. Enter your banking information. This information will appear on your invoice layouts. Payment Terms will populate if a default has already been selected. If not, select one now to apply this to all clients and suppliers.
8. Tick if you agree to the AroFlo Terms of Service and click Next.

1. Once on the Import Data step, if you haven't done so already, click Xero/MYOB/QuickBooks > Next to begin connecting.
2. Select your accounting package and agree to the monthly fee as per our pricing schedule, then click Login to Xero/MYOB/QuickBooks.
3. Log into your accounting package and allow access. You'll be redirected back to AroFlo.
   

   Intuit QuickBooks Online Users

   Before continuing, you will need to assign your desired account codes to Service Items in QuickBooks before they will be visible for use in a later step. 

   You will need service items for Sales and Purchasing with any relevant account codes assigned.

   Click here for more information on setting these up, or contact AroFlo customer service for assistance.

    

    

   MYOB AccountRight Live Users

   MYOB AccountRight Live users will need to know their Company File Password before they can finish connecting their company file. If you do not know what your company file password is, speak to your accountant or consult the MYOB documentation for assistance.

   

    

    
4. Click Get Client List to start importing your data.

To start importing your clients and suppliers from your accounting package:

1. From the Import Data step, click the name of your accounting package and then click Get Client List.
   1. If you have not yet connected, click Login to (Accounting Package) and follow the on-screen instructions. You should then be redirected back to AroFlo to continue from the next step.
2. Click Get Client List. Check the data that AroFlo pulls and then click Import Clients.
   

   What if I don't see my customers?

   With Xero, all of your customers that have had invoices raised against them will be visible in the list. If you cannot see them, it's likely that you have not raised an invoice for them yet.

    
3. Click Next
4. Click Get Supplier List. Check the data that AroFlo pulls and then click Import Suppliers.
5. Click Next.

Any issues that occurred during import will be shown and available to download as a CSV file using the Download Full Report button. Use this to assist you in making amendments before you try again.

1. Click the Upload File button from the previous step.
2. Click Upload File again.
3. Click Select a file.
4. Navigate to the issues file on your hard drive and double-click it.
5. Click Start a New Template.
6. Match the headings of each column with their respective mapping.
7. Click Import.

When there are no further issues, click Next to continue.

Configuring your account codes in AroFlo allows you to start sending invoices to your accounting package as soon as possible. Sales and rounding account codes are mandatory and will need to be filled in to complete this step.

Click the Account Code dropdowns to:

1. Select a Sales Account.
2. Select a Rounding Account.
3. Select a Purchasing Account.
4. Select your business Bank Account.

Click the Tax Code dropdowns to assign your own tax codes to your account codes, as necessary. 

You can also enter your Next Invoice Number at this point to avoid conflicting with what is currently in your accounting package and then click Next.