Getting Started

Before we can embark on an integration project, you first need to establish the
following:

Is this solution of interest to your organisation?

This is most easily answered by reading the “Why integrate?” section on the landing page.

If yes, you next need to determine what source system is available to you, and if it is a
viable source for this solution.

This might require a bit more investigative work than the first question. But we recommend
that you start with the section on “Integration Types”, referring to the relevant
documentation for individual steps in that article as needed.

After determining the source system and its viability, you are now ready to begin an
integration project.

To do so, please get in touch with your Customer Success Manager, who will provide you
with a supplementary integration agreement.

Once signed, an internal order will be placed with our technical onboarding team. They will then contact you to begin the process.

While an initial meeting is included in the agreement, there are a few things we expect
from you before then:

• In the integration team, include an individual with a fundamental
  understanding of how Winningtemp works, and with an idea of what actions you’d
  want to automate.
• Include an individual with a technical understanding of the source system in the integration team. This individual should know how to retrieve the relevant data, export it, and automate that process.
• Be ready with a test file or screenshot that showcases the data we have to work with.