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Setting up Integration to Access Dimensions

If you'd like to request for your Free Trial to be integrated to your Access Dimensions Accounting System, follow these simple steps!

Jessica Nash avatar
Written by Jessica Nash
Updated over 2 weeks ago

Prerequisites

Step 1: Request Integration to Access Dimensions

In the Welcome page within your Free Trial account, the first section involves setting up your integration.

If the Welcome page isn't already open, then go to Settings, then click 'Continue Setup'. Alternatively, go directly to crm.prospect365.com/welcome.

To get up, select the 'Connect' button, and choose 'Access Dimensions' from the drop-down list.

Step 2: We'll be 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, a member of the team will be in touch to assist you with its configuration.

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