If you are already on a Free Trial and have decided you would like to get the trial integrated, speak to a member of the ProspectSoft team today and we'll get it configured for you - call us on 0330 0880 365 or email firstname.lastname@example.org.
Step 1: Register for a Free Trial
Navigate to signup.prospect365.com and sign up for a Free Trial of Prospect 365, ensuring you choose Access Dimensions from the drop-down list as shown below.
Step 2: Verify your email address
We'll have sent you an email to the address you provided asking you to verify your email address. Simply press 'Verify my account' and you'll then be taken to the next step of the sign up process in your browser.
Step 3: Create your Account
You will automatically be directed to a form asking you to fill out a bit more information about yourself, including your name, telephone number and password. Once you've filled this out, simply press 'Start my Free Trial' and you'll be taken to your trial account in just a few moments.
Step 4: Request to get your trial integrated to Access Dimensions
You will automatically be taken to the Welcome page within your Free Trial account. In the Getting Started section, press the 'Configure Now' button on the right-hand side. Access Dimensions should already be selected for you in the drop-down list.
Step 5: Get in touch
As Access Dimensions is an on-premise accounting system, we need to install an integration gateway on the server where your accounts system is running. Therefore, to get the integration set up, you will need to get in touch with a member of the ProspectSoft Onboarding team on 0330 0880 365. You may find that a member of the team will have already been in touch with you to configure the integration.