First time tutorial


We work hard at SolveXia to make the software as easy to learn and as intuitive as possible. We have done a pretty good job of this, however we know that starting off with any new software can be daunting. Particuarly business software. To help you with this process, we have prepared a guide that will walk you through creating your first process step-by-step (the pdf document below). We have also include the set of data files for this example in the zip file below.

Dont forget that if you get stuck anywhere along the way – we want to hear from you, and help. You can call us directly on our office number for free support (our contact details are here) or you can click the “chat support” button at any time to start an instant messenger chat with one of our staff (here is an article explaining how to use chat support)

Tutorial files

We recommend going through this “getting started” tutorial as your first step to using the SolveXia service. It takes most people about 1 hour to complete from beginning to end – and will give you a well rounded set of foundation skills for building your processes.Using the tutorial document (the pdf file link below) along with the sample files (the zip file link below) – you will learn how to configure and run a simple process to extract a set of overdue account records from a CSV file to an Excel report.

Click on the icon to the left to download the tutorial instructions in a PDF document
Click on the icon to the left to download the tutorial files in a zip file
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