Toolio

How to set up a scheduled export that tells downstream systems which Assortment Plan choices were deleted, and when.

Exporting Deleted Choices

How to export a grid to PDF, CSV, or Excel, and what to check before you export.

Exporting Data from a Grid

Using scheduled report deliveries you can schedule have your reports delivered to appropriate slack channels so that you don't miss a beat

Toolio / Slack Integration

How to configure Microsoft Azure Integration for Importing and Exporting data

Microsoft Azure Integration

The following article explains the process of reclassifying products within Toolio. It outlines how to fix the history as well as the plans.

How to Reclass Products in Toolio

Managing & Exporting Data

See every import, metric refresh, and planning job for one day on a timeline, and set deadlines that tell you whether your data was ready on time.

Using the Pipeline Health Dashboard

This collection covers how raw data is aggregated within Toolio to power the different workflows.

Data Population / Refresh

Product Updates

Status Page

Toolio Academy

Resources

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Managing & Exporting Data

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