This process must be completed in MissionControl by a user with the SAAS Owner user role!
- Open the Finance Options section of your MissionControl portal.
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Find the GoodLeap option and tap the "Map Options" button.
If you do not see a GoodLeap option, pease contact your account manager to learn about how your company can become integrated with GoodLeap.
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To enable GoodLeap TPO for mapping, turn the toggle on.
- Turning on the toggle will open up a pop-up with guidance on configuring GoodLeap Adders before mapping TPO products.
- If you are not yet configured to sell TPO options on GoodLeap's end, an alert will appear when attempting to enable the Goodleap TPO toggle. The alert will tell you to contact GoodLeap for approval for TPO products.
- Once you've been approved on GoodLeap's end, you can manually clear the error sooner by clicking Try Again, which immediately re-runs the sync. This is useful for configuring TPO on the same day GoodLeap updates your credentials.
- Once you've been approved on GoodLeap's end, you can manually clear the error sooner by clicking Try Again, which immediately re-runs the sync. This is useful for configuring TPO on the same day GoodLeap updates your credentials.
- Once Goodleap TPO is configured, press the Proceed button. This will map all available TPO options from your GoodLeap portal to your MissionControl portal in Solo.
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After completing Map Options, press Save Finance Changes.
