Support - Analytics2Insights

Support Hours

We are based in South African and thus follow the South African Standard Time (SAST/UTC+2).

We aim to address all tickets raised within a day within the same or next day so depending on the complexity of the issue you could expect a 4-8 hour turn around. Please keep the timezone in mind as we may be ahead or behind you in time by quite many hours if you are not based in Africa or Europe.

Our server maintenance periods are every Saturday morning 10:00 – 11:00 SAST/ATC+2 Time

FAQs


Configure Xero Integration

 

Please see our post on Configuring Solutions first before you configure your Xero integration.

How to integrate to your Xero companies:

Follow the instructions on how to activate your Xero account for our integration.

 

Click on the Grant Xero Access button

 

Login to your Xero account for the authentication

You will receive a list of companies under your profile.

You will need to add each company separately as you can only select one company on the Xero integration.

Once you have all your companies listed ensure that they are activated as per the below image. They should be activated automatically when added but you are able to de-activate companies from your list by clicking the button highlighted on the image below:

Once you have all your companies listed and activated click on the finish button which will take you to the user management and user access assignment areas of the integration.

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Swift Reporting

The Swift Reporting Product is a great product for any bookkeeper and accounting company looking for unlimited white labeled reporting service to provide to their customers.

Current Reports:

  • Performance Report
  • Management Report
  • Management Accounts
  • Sales Recommendations
  • Cash flow Statement
  • Income Statement
  • Balance Sheet
  • Trial Balance

Please Note:

When you subscribe to a solution i.e. you purchase companies to integrate to, you will automatically gain access to Swift Reporting for your unlimited reporting on those companies you subscribed too. You can also subscribe to Swift Reporting to provide all your non-subscribed companies with reporting i.e. unlimited companies can be configured when you configure Swift Reporting via the vendor integration configuration options.

Configure Swift Reporting

If you need unlimited, automated, white labeled reporting for all your companies then you can subscribe to Swift Reporting and configure the swift reporting integration.

Example Of Sage Integration:

You should configure for the integration you require i.e. Sage or Xero, then run the configuration. You can report on unlimited companies when you trial or subscribe to Swift Reporting. You can configure each report's schedule as you need to access them. If you have uploaded an company icon into your profile that icon will be printed into the report pages.

How To Assign Report Access

You can either invite your customer to configure their own report schedules or you can have all the reports scheduled to run and be accessed via your clerks, bookkeepers and accountants for review and they can then send them directly to the customer via email.

User Management

  • Provide a Firstname, Lastname and Email for the user and click on the Send invite button
  • Please Note: You can show more users on the view by slection the 25 entries option and selecting an alternative amount of entries
  • Please Note: You can search your user list by using the search option provided
  • Clicking on the Grant user access button will take you to the Access Management configuration

Access Management

  • You will see your users that you have invited on the Grant App & Report Access lists.
  • You will see the list of companies you have configured under each user, so select a user to see the list of companies
  • Click on the button provided to activate the company list per user i.e. only activate access to the companies the user should have access to for both the analytical application as well as reports. When you provide report access the user will be able to configure his/her own reports for automation

How to schedule Swift Reporting

How to access Swift Reports

 

How To Navigate Analytical Applications

Please review the following video which provides an overview of InsightsHub and navigating analytical applications:

  • Access application from InsightsHub and by choosing the Insights page option from the menu
  • Register to InsightsHub

  • Application Overview

  • Application Selections

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Accessing InsightsHub

Please review the Website & InsightsHub Overview video first:

How To Register

  • Select the Sign Up option from the registration page. If you have already register you can use the Log In option to log into InsightsHub
  • Please provide an email, username and password (as recommended) and click on the SIGN UP button

InsightsHub

You can access the login from the main menu:

  • Select the Login button from the main header on the site

  • Alternatively, select the main menu icon to show the main menu and click on LOGIN

You will automatically be directed to the Dashboard page on InsightsHub where you can perform your integrations, user management, user access assignments and subscription management.

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Billing

How will I be billed?

We provide a automatically recurring subscription model so this means that you will automatically be billed on your subscription renewal date should you not cancel your subscription before that date. If you subscribe to a monthly subscription you will be billed on the same day every month for the renewal of your subscription, and the same for annual subscriptions but on annual subscriptions you will be billed once for the total year (12 months) and then again renew a year (12 months) later.

Billing: Access Assignments Notice

Access is assigned to the account which processes the subscription. We are not able to move access assignments across accounts. The account is based on the subscription and the subscription is based on the email utilized for the main account which performs the subscription so if you are purchasing for another account please ensure that you use that accounts main user email address.

Billing: Subscription Statuses Notice

There are three subscription statuses and your applications will be accessible based on these:

  • Active Subscription: Your subscription is active and all your assigned users will have access to all their assigned applications and reports
  • Suspended Subscription: Should you have queries about your accounts or wish to suspend your account or if payment processing seems to be a challenge we will suspend the account until all issues are concluded. On suspension of an account all your configurations and licenses assignments will be left as is but you won't have access to any applications or reports until the subscription is set to active status again.
  • Cancelled Status: On cancelled status we will leave your account, users and configurations as is, but will remove all license assignments once your subscription period has ended, and you will not have access to any paid subscription analytical applications or reports. Please Note that should you reactivate your subscription subsequent to a cancellation you will need to reassign your licenses again.

Billing: Manual Subscription Processing

We are able to process your subscription manually for any amounts larger than $1500.00. Manually processing can only be performed for annual subscriptions so you would be required to purchase a full 12 months subscription once off.

Please email us at sales@analytics2insights.com for all manual subscription requests.

Billing: Resource Usage

Resource usage are things such as amount of data or processing requirements puts a strain on our system. We currently have a good enough idea about the expected resource usage with the different products we are launching but we do reserve the right to change our pricing and or bring in resource restrictions as we require from time to time or account to account based on expected vs. actual utilization.

Where do I find my billing information?

To access your billing information you should log into InsightsHub and choosing the Billing menu option. There is a menu item called Billing and from this tab you will be able to access both your orders as well as your subscriptions which have been approved.

Orders

Orders are generated on each check-out of the e-commerce cart. The order is generated before you go to the payment system to process your payment.

You will see different statuses on your orders depending on whether the order was successfully processed or not.

Processing Status:

  • If you have checked our the order but payment has not been processed successfully

Cancelled Status

  • When you have cancelled an order

Completed Status

  • When you have successfully subscribed to the service

Pending Status

  • Please View the order as your online credit card transaction did not process correctly

Subscriptions

You can access your active subscriptions from the Billing menu. All subscriptions displayed here can be cancelled by clicking on the Cancel button and going through the cancellation process.

 

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How To Access Analytical Applications

Please review our How To Access Analytical Applications Video:

The InsightsHub portal is the place where you configure your solutions, assign access to your users and from which you then access your analytical applications.

You can access your Analytical Applications from the Insights page.

  • Click on the application you wish to access from the tab menu at the top of the screen
  • Clicking on a tab will show the tab body and your app will load into the body of the tab as shown on the image above
  • You can go into full screen mode by clicking on the Insights name in the top middle of the screen

Please review the App Overview Video:

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User Management

There is a dedicated section for user management in the InsightsHub and by selecting an vendor integration. Users are managed on a global level so you will always see all your users but you are required to provide access to users on an integration level i.e. per vendor integration.

Please review our Configure Integration Video:

You can perform the following user management on any of the integration options:

  1. Invite Users
  2. Assign User Access

  • Provide a Firstname, Lastname and Email for the user and click on the Send invite button
  • Please Note: You can show more users on the view by slection the 25 entries option and selecting an alternative amount of entries
  • Please Note: You can search your user list by using the search option provided
  • Clicking on the Grant user access button will take you to the Access Management configuration

Access Management

  • You will see your users that you have invited on the Grant App & Report Access lists.
  • You will see the list of companies you have configured under each user, so select a user to see the list of companies
  • Click on the button provided to activate the company list per user i.e. only activate access to the companies the user should have access to for both the analytical application as well as reports. When you provide report access the user will be able to configure his/her own reports for automation

Please Note:

It may take some minutes to access the analytical applications should you change license assignments for a user, as we need to perform a reload of the application and applications with a lot of data might take a couple of minutes to reload.

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Configuring your solutions are easy!

We provide a specific area in InsightsHub, our portal, where you can access all your integrations for the various analytics. Just follow the menu provided and select the Service Configuration Section from the Dashboard.

Please review the How to Configure Solutions video:

Dashboard:

Integration Configuration

  • We will use the Sage Integration Option for this example
  • Select the icon of the vendor you wish to integrate to and then select the integration type you wish to perform

  • If you have not integrated to any vendor yet you will get two options to start:
    • Start Trial
    • Subscription
  • You should select one of these options in order to gain access to the service
    • Please See FAQ: Start Trial
    • Please See FAQ: Start Subscription
  • If you have already done a trial/subscription on an integration you will not receive a Start Trial or Subscription option again
  • You will instead see the view below that will enable you to Update Config or Flush Data
    • You can update your configuration by clicking on the Update Config Button
    • You can flush your data by clicking on the Flush Data button (please read the information)

 

  • Select the Update Config by clicking on the button

  • To perform the configuration you will be taken though a process which will require you to make some changes to your source vendor system to provide our system access to the user you will be using for your configuration's rights
  • The various vendor configurations change so you need to fill out the forms and/or choose the options that are correct for your integration
  • Once you have filled in the config requirements you will receive a list of all the companies which you can then select for your integration. Please Note: You should not pull in more companies/#Hashtags/Other than you have subscribed to, the system won't allow that.
  • Once you have finished the config, you will go to the next step in the process which is to invite users to the system. You can invite your team or your customer and provide them with access to the analytical apps and reports.

User Management

  • Provide a Firstname, Lastname and Email for the user and click on the Send invite button
  • Please Note: You can show more users on the view by slection the 25 entries option and selecting an alternative amount of entries
  • Please Note: You can search your user list by using the search option provided
  • Clicking on the Grant user access button will take you to the Access Management configuration

Access Management

  • You will see your users that you have invited on the Grant App & Report Access lists.
  • You will see the list of companies you have configured under each user, so select a user to see the list of companies
  • Click on the button provided to activate the company list per user i.e. only activate access to the companies the user should have access to for both the analytical application as well as reports. When you provide report access the user will be able to configure his/her own reports for automation

Subscription Management

  • You are able to manage your subscription for a specific configuration by selecting the Update Subscription option
  • Please add your Billing information.
  • Clicking on Next will take you to Billing Method

Payment Method

Should you wish to use the website to subscribe to your solution please click here

  • Here you can select the package option you wish to purchase
  • You can select the Qty + or - buttons to change the amount multiplier you wish to use, if the list provides you with the amount of companies you wish to integrate to then select that amount and don't change the Qty multiplier. Using the multiplier will *times the amount of companies i.e. selecting 20 companies with a *2 multiplier will provide you with 40 company price
  • If you have a coupon code then paste or type the code into the provided field and click on the Apply Coupon button. This will apply your coupon discount to the price accordingly
  • If you life in South Africa you will have to pay tax but all other countries are exempt from tax
  • You have to accept our Terms and Conditions and then click on the Pay now button to be re-directed to our payment gateway site
  • You can process your payment via your credit card using the payment gateway site and you will be re-directed to our sited when done
  • You can review all your subscriptions on the Billing page

  • You can review all your billing information from the billing page
  • You can review your subscriptions of which there will be one of each as well as your Orders which will activate monthly or annually based on your subscription type activated for the subscription
  • You can review your Active, Expired, Cancelled and Removed Subscriptions
  • By clicking on the View option you will go to the e-commerce view of your subscriptions
  • By clicking on the Cancel button you will cancel your active subscriptions

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