Industry Insights is a third party company CE can connect to for uploading a club’s trial balance. This guide will show the user how to input the Industry Insights token into the Clubessential Office program and then upload the Trial Balance Report
Please Note: This is a paid add on. Please reach out to your Customer Success Manager to begin the process.
Set the desired date, (normally the club’s fiscal year) then select the Industry Insights icon to upload your trial balance & select “Yes” when prompted
You can also verify a successful upload in the System > System Settings > Partner Products > Industry Insights > Log tab
Best Practices
Make sure to review the pasted API value before generating the token.