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Table of Contents

Overview

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

Required Permissions

  • System Settings - V, E, C, D

  • System Partner Product Settings - V

  • General Ledger - V

Uploading the Token

  1. Navigate to System>System Settings within Clubessential Office

  2. Expand Partner Products in the left hand menu & select Industry Insights

  3. Paste the following value into the API Key section. Then select Generate Token.

    1. (Ensure Is test credentials is unchecked):

      1. 1059603C-6B63-46C2-87BD-D44062957D3D

  4. Right click > Select All in the Token field, then select Copy

  5. Save your settings.

  6. Complete the configuration within the Industry Insights product to link the token to your club.

Uploading a Trial Balance

  1. Navigate to the General Ledger Transactions Grid in Clubessential Office

  2. Set the desired date, then select the Industry Insights icon to upload your trial balance &
    select “Yes” when prompted

  3. You can also verify a successful upload in the System > System Settings > Partner
    Products > Industry Insights > Log tab

Best Practices

  1. Make sure to review the pasted API value before generating the token.

  2. CTRL+A also works as a select all hotkey

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