Getting Started

​

Overview

Provalytics is designed to get teams up and running quickly. The onboarding flow moves from invitation to connected data through a guided sequence that captures the right business context, identifies the right sources, and helps the team authorize the accounts needed for measurement. At a high level, the process looks like this:

1. accept your invitation
2. create your account
3. tell Provalytics what kind of business you run
4. identify where sales and traffic are measured
5. select the marketing channels you use
6. connect the required data sources
7. finish setup and let the platform begin syncing data

​

Step 1: You’re invited to Provalytics

Onboarding starts with an invitation email from Provalytics. From there, the user activates the account, sets a password, and enters the workspace.

​

Step 2: Identify the business

The first part of setup establishes the workspace itself. This includes:

• business name
• website
• business type

That information helps label the workspace and shapes the rest of the onboarding questions.

​

Step 3: Define where sales and traffic are measured

Next, the onboarding flow asks where sales show up and how website traffic is tracked. This matters because Provalytics treats:

• sales
• website traffic
• marketing inputs

as separate but connected parts of the measurement system. This step is meant to confirm:

• where sales are recorded
• where website traffic is measured

​

Step 4: Identify which marketing channels are in scope

The next step identifies which paid media channels the client actually runs. That helps Provalytics know which connector routes should be presented next and which sources are expected to be part of the marketing model.

​

Step 5: Connect the required data sources

Once the business context is captured, the onboarding flow moves into connection setup. At this stage, users are asked to connect at least:

• one conversion source
• one marketing source

This is the point where the platform starts waiting for real source authorizations to complete.

​

Step 6: Authorize accounts through the connection partner

For supported native connectors, the user is guided into the external authorization flow. The user first sees a note explaining that:

• only selected accounts are shared
• credentials are not exposed to Provalytics
• all desired accounts should be connected before finishing

From there, the user may be redirected to the provider-specific consent flow. For example, a Google Analytics 4 connection will require the user to approve access through Google before returning to account selection. After consent is granted, the user selects which accounts to share with the Provalytics workspace.

​

Step 7: Confirm the connection and finish onboarding

Once accounts are successfully shared, the provider flow confirms that the authorization is complete. Back in Provalytics, connected sources begin to light up. When the required sources are connected, the user can finish onboarding.

​

What happens next

After onboarding is complete, Provalytics can begin:

• importing the connected data
• organizing it into the correct data layers
• validating the model inputs
• preparing the workspace for reporting, planning, and optimization

​

Why this flow matters

The onboarding experience is designed to reduce setup friction while still collecting the right inputs for a reliable measurement environment. It helps ensure that:

• the business is classified correctly
• the right outcome sources are connected
• the right marketing channels are selected
• the correct accounts are shared
• the platform can move quickly into ingestion and modeling