It's simple to get up and running with Puzzle and Joiin.
You start by following a few simple steps to connect your Puzzle organisation(s) to Joiin - once they're connected you don't need to perform this task again - from that point on your data will be refreshed automatically every 24 hours.
To Connect your Puzzle Organisations
- Go to the Companies page.
- Click on Add Company and select Connect to Puzzle.
- You'll be taken to the login page of Puzzle - login with your Puzzle account details as you normally do.
- Once logged in and the connection is made, you will return to Joiin and be prompted to select the company(s) you wish to connect to Joiin.
- Your company(s) will be added and data synchronisation will begin.
- You have the option to connect another company at this point if required - you can connect as many companies as you wish simultaneously (within the limits of your subscription).
- While the data sync is in progress you will see a message on the company indicating that the data is loading.
- Once the data has loaded the message will change to show the last time the data was refreshed - Joiin will automatically refresh the data every 24 hours.
Now you're ready to run reports against that company. For more information on running, reports see the Running Reports user guide.
You can view your list of companies any time on the Companies page. There you can also:
- Change the period data is imported for - by default Joiin pulls the data from Puzzle for the previous 3 and next 2 fiscal years - if you want to go back further you can change these settings.
- Manually refresh data from Puzzle - Joiin will automatically refresh your data every day but if you've updated something in Puzzle and want to pull in the latest data you can refresh manually.
- Change the order companies appear in the report filters and the Compare by Company view.