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Getting Set Up
Getting Set Up
How to initially set-up your Fundstack account
+2
9 articles in this collection
Written by
Nicolas Sharp,
Alexander Christie,
Fabian Flatz
and 2 others
Getting started with Fundstack
How to quickly get up and running on your new Fundstack account
Written by
Abinet Berhanu
Updated over a week ago
Setting up Pipelines and Statuses
How to set-up pipelines and statuses on Fundstack
Written by
Abinet Berhanu
Updated over a week ago
Importing Your Previous Data
How to bulk migrate your data into Fundstack
Written by
Alex Vale
Updated over a week ago
Setting up Lists and Categories
How to set-up Lists and Categories on Fundstack
Written by
Fabian Flatz
Updated over a week ago
Notification Settings
Setting your Notification Settings on Fundstack
Written by
Abinet Berhanu
Updated over a week ago
Setting up Integrations
How to integrate your external tools with Fundstack
Written by
Alex Vale
Updated over a week ago
Setting up Your Ecosystem
How to set-up the rest of our Fundstack ecosystem
Written by
Alexander Christie
Updated over a week ago
Connecting Your Existing Tools to Fundstack
The first steps to connecting Fundstack to Chrome, Gmail, your cloud storage, and your iPhone
Written by
Abinet Berhanu
Updated over a week ago
FAQ
Need a quick reference for the Fundstack basics? Use this cheat sheet.
Written by
Nicolas Sharp
Updated over a week ago