Uploading your own data
When you have created your own Jazoodle profile and logged into the portal, you will have access to a selection of free demonstration data for you to use forever more. However, the real power of Jazoodle lies in the uploading of your own data. When you log in you will be able to do this by clicking the “subscribe to your first plan” button.
Alternatively, you can go the to the menu and select XXXXXXXXXXXXX. APS – not sure how this works given you can select plans here too?
You will then see this screen. To start the upload process simply click the “Get Started” button.
You then simply select the plan that suits your needs and budget.
Once you have selected the plan that’s right for you, you will then be taken to the area of the portal where you can upload your own company data.
Click on the icon for your chosen accounting software, for example Xero. You will then be asked to give Jazoodle access the data you’d like to upload. Select the relevant organisation name from the menu and click the “Allow access for 30 minutes” button.
Once you have given access, you may be asked to provide additional information which couldn’t be supplied by your accounting software provider. Simply complete the required sections and click “Import Data”. If for any reason you’d like to upload alternative data from a different company then click “Change Company”.
Once you’ve actioned this, your dashboard will be populated using the data transferred from your accounting software – within just a few seconds. What’s more, because Jazoodle communicates directly with your accounting package any profile information will be automatically transferred and populated too.
Remember you can add up to 5 years’ data without any additional cost, so the more years of data you have, the more insight that you can gain!
Depending upon the subscription plan you choose, you can also add updated data every month by going through the same simple process – just re-add the same year of data to update it. This helps ensure you can have regular insights into the performance of the business.
