NOTE: This article is for customers on Bedrock's v2 platform. If you log in to your Bedrock account at my.bedrockdata.com you are on v2 and if you log in at app.bedrockdata.com you are on v1. All customers on V1, Click here to visit the v1 documentation.
We are actively working on developing integrations for the v2 platform. Once we have the integrations available for your systems, we will be reaching out to you directly to migrate your account.
Getting started with Bedrock Data is easy! You'll need to connect some systems, map some fields and then start your application. Follow these steps to get started quickly:
- Sign up for an account
- Choose and connect your systems ("Connectors")
- Map fields ("Mappings")
- Start your app
You can sign up for a Bedrock Data account at https://my.bedrockdata.com. After signup you will be directed to your Dashboard to continue the setup process.
Choose and Connect Your Systems
Once you've signed up you'll need to connect your systems. You can view the available connectors by selecting the "Connectors" menu item from the left-hand navigation. Clicking the green "Install" button under the connector will open the Connector Settings screen for that connector.
Learn more about individual connectors in the Connectors section of our help site.
Once you've selected and installed your connectors you will need to tell Bedrock Data what fields you would like to synchronize across the platform. This is done by creating field mappings between systems.
You can learn more about mappings and field in the Mappings section of our help site.
Workflows are what you use to tell the system what type of records you want to sync between the systems you have setup in Bedrock. You can set certain criteria such as if a specific field has a certain value then pass the contact over from System A. If you don’t have any Workflows setup, no data will pass over from system to system so it’s key that you go through this setup process in order to start passing data.
Start Your App
Clicking the "Sync Status" toggle in the upper right-hand corner of the Dashboard will start your integration. If you haven't yet started your trial subscription, you will be prompted to provide the necessary billing information at this time.