- Export your data into other tools — You can add destination connectors, so you can analyze your Dot data with tools used by your organization or access all the data fields available from Dot (not just those that appear in dashboards). For a full list of available destination connectors, see gocrisp.com > Data Destinations.
- Customize how product names and groupings appear in Crisp — You can use Crisp’s Master Data Management tool (MDM) to view and edit product names, categories, and store groups. For more about MDM, see Master Data Management overview.
- See Dot data alongside data from other retailers and distributors — If you work with multiple retailers or distributors, you can view all of your data in one place using Crisp’s harmonized dashboards.
Linking an existing Crisp account
If you already have a Crisp account and you just want to link your Crisp at Dot data to Crisp, complete the following steps:- Navigate to the Crisp icon on the left hand navigation menu.
- Select Link an existing Crisp Account.
- From the Link an account screen that appears, enter the email address you use to log in to Crisp, then select the Send Verification Email button.
- Check your email for the verification email and follow the instructions to verify your account. Your account is linked to Crisp at Dot.
Requesting a new Crisp account
If you need to request a new Crisp account, complete the following steps:- Select Request your Crisp Account.
- Enter your first and last name, company name, email address, and select the checkbox to agree to Crisp’s terms of service and data policy.
- Select the Send Request button. Your request is sent and a Crisp account representative will reach out to you shortly to help finalize your setup.
Adding a Dot source connector
If you want to use additional Crisp features — such as destination connectors, editing products with Master Data Manager (MDM), or viewing Dot data alongside data from other retailers and distributors in harmonized dashboards — you need to add a Dot source connector by completing the following steps:- From the main menu on the left side of the screen, select Connectors.
- Select the Add connector button.
- Select the Dot tile.
- If you want, update the name for the connector, then select the Save button. Your Dot data is now connected to appear in harmonized dashboards and be available in any destination connectors you have set up.
