Deal Map Support
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Knowledge base
General
Getting Started
4
Signing Up for a Deal Map Account
What is Deal Map?
Creating a Deal Map test account with Xero
Bulk Uploading Transactions & Deals
Your account
4
Changing account details
Connecting to Xero
Logging in to your account
Changing your Password
Privacy & Security
3
Information safety and security
Email-marketing
Service related announcements
Deals
Deals
4
What is a "Deal" in Deal Map
Creating a Deal
Create Deal Manually
Create a Deal from a Template
Dashboard
1
Using the Dashboard
Deal Mapper
1
How do I use the Deal Mapper?
Deal Templates
2
Using Deal Templates
Creating a Custom Template
Reports
1
Using Reports
Accounting
Transactions
1
Creating a New Transaction
Invoice Payments
1
Using Invoice Payments
Organization
Security & Users
2
User Role Level Permissions
Inviting someone to Deal Map
Organization Settings
1
Change Invoices/Direct Payment Default
Contacts
1
Creating a New Contact
Financial Accounts
0
Transaction Categories
0
Payment Types
0
Map Chart of Accounts
0
Map Transaction Categories
0
Connection Settings
1
Xero & Deal Map: Data Flow Diagram