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Chift is built based on the belief that the onboarding experience is a crucial part of the integration process. We developed a set of tools to help you onboard your users and manage their activations. Here’s what you’ll find in the following pages:

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Monitoring

Learn how to track and monitor your consumers’ connections. This includes viewing connection statuses, filtering by connector, and identifying potential issues early.

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Issues Management

In this section, you’ll find a list of issues found during the activation process.
This feature is available upon request only.

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Help center for end-users

For each connector, you’ll find a help center that you can use to guide your consumers through the activation process.

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External Invitation

Discover how to invite external users to connect their software through Chift.
This feature is available upon request only.

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Email Reminders

Explore how to set up and manage automated email reminders for your consumers. This helps ensure they complete necessary setup steps without you having to do it manually.
This feature is available upon request only.
These tools and features are designed to help you provide a smooth onboarding experience for your users while maintaining visibility and control over the integration process.
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