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What's in this article?

How to

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set up Encore Strategic Benchmarking

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1. Sign in or sign up with MSPbots using your Office account. 
   If you don't have a Microsoft account, please follow the instructions in the article How to Sign Up with MSPbots without Microsoft Office 365 Account. 
   If you have questions on data security, please check the MSPbots Data Security page. 
   
   
2. After login, link your financial software to MSPbots. Below are the links to the instructions on connecting your software. 
   • QuickBooks Online
   • QuickBooks On-Premise 
   • Xero
     
     For a complete list of other supported software integrations with MSPbots and the steps for connecting them, please view the MSPbots Integrations page. 
      
     If you don't have an accounting software integration or if your software is not supported: 
     a. Open the Encore Strategic Benchmarking App. 
     b. Go to Settings and select Encore Accounting Mapping Input Form. Enter your details here. 
     
     
3. Add Shawn Walsh as a Consultant and grant him Admin and Financial roles. For instructions on how to add a consultant, please refer to the article Consultant Management Feature.
   
   
4. Map your financial software to Encore. On the MSPbots app, go to Settings > Client Mapping. Please read the article How to Use Accounting Mapping for Encore for the complete instructions.
   For questions about the mapping, please connect with Shawn at shawn@encorestrategic.io.
   
   
5. Next, update your employee's headcount. 
   1. Go to Settings and select Encore Benchmarking Settings. 
   2. On the Encore Benchmarking Employee Headcount Form, click +New.
   3. Select a month and input the headcount for each type. 
   4. Click Add when done.
      

      Note
      The Encore Benchmarking Employee Headcount should be updated monthly.

6. After connecting your software, mapping your accounts, and updating the headcount, you can now access the Encore dashboards. To view the dashboards, open the Encore Strategic Benchmarking app and go to Dashboards. 

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