🌟Getting Started

Onboarding & Integration

Note: for general onboarding, please reach out to our team at info@paqtana.com if you don't already have an assigned Supply Chain Success agent.

The general initial process would be:

  1. Register an organization if you haven't done so already. Your support agent will have provided an Access Code if needed.

  2. At this point your onboarding support will have defined a supply chain workflow with you, which you can start to implement on the interface.

  3. Data can be uploaded either manually via CSV or Excel templates, or automatically via our Integration API.

  4. For automated data upload from your ERP or BI system, please follow our API Integration guide.

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