Getting Set Up | Fundstack Help Center

Getting Set Up

How to initially set-up your Fundstack account

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9 articles in this collection
Written by Nicolas Sharp, Alexander Christie, Fabian Flatz and 2 others

FAQ

Need a quick reference for the Fundstack basics? Use this cheat sheet.

Written by Nicolas Sharp
Updated over a week ago

Importing Your Previous Data

How to bulk import data from your previous solutions

Written by Alex Vale
Updated over a week ago

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

Written by Alex Vale
Updated over a week ago

Setting up Default Company and People Types

How to set-up your custom metadata fields

Written by Abinet Berhanu
Updated over a week ago

Setting up Integrations

How to integrate your external tools

Written by Alex Vale
Updated over a week ago

Setting up Your Ecosystem

How to set-up the rest of our ecosystem

Written by Alexander Christie
Updated over a week ago

Setting up Lists and Categories

How to set-up lists and categories

Written by Fabian Flatz
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