Step-by-step Instructions

First make sure you have created the new starter an account on your CRM system
Open OneUp
Go to Configuration > Integrations > hit ‘Configure’ on your CRM integration
On the left hand side click Users > Unlinked
You should see your new starter's name in this section
Hit the blue ‘Link’/'Create' button next to their name
If you’ve missed data for your new starter due to this integration not being linked, pop up on the support chat to one of our team and we can re-sync the data for you!
You’re all done :)
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