Datasnipper

FAQ articles for DataSnipper for Excel features and functionality.

FAQs for DataSnipper for Excel

FAQ articles for Add-on Modules features and functionality: Financial Statement Suite and UpLink

FAQs on Add-on Modules

How to reference imported documents at their storage location instead of inside the workbook, and best practices for sharing workbooks when you do.

Storing Supporting Documentation Outside the Workbook

Answers to common questions about DataSnipper's year.release.patch version naming, auto-updater behaviour, and compatibility.

FAQs on New Version Naming

Common questions about DataSnipper's User Management System: login behaviour, SSO, Directory Sync, Magic Auth, admin roles, seats, and data storage.

FAQs on User Management System (UMS)

Common questions about DataSnipper Academy: what it is, what is inside, how to get started, languages, enrolment, and pricing.

FAQs for DataSnipper Academy

FAQs

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.