Onboarding

• We misplaced the user manuals you sent us during onboarding
• Should we use our own Excel file or the ParsePort Excel template?
• I received an email with a link to setup login credentials, but it doesn’t work, what should I do?
• How does the onboarding process look?
• What is the next step after the onboarding meeting?
• Can we utilize mapping performed by a third party?
• Do we need to download or install the inspection and conversion tools?
• Do we have to decide on every tag/mapping proposed during the implementation meeting?
• Why do you ask for our 2019 report, when it is our 2020 report we need to file in ESEF?
• Which files do we need to deliver to you?
• How long does implementation take?
• When will we receive our login credentials for the Converter and Inspector?