Step 1: Sign in to Prescient using the log in credentials you created via your organization's invitation email.

If you have not received an invitation email or are encountering difficulties creating an account, please contact your Customer Success Manager (CSM) for assistance.

Step 2: Once logged in, click the Connect Channels button to begin adding your data sources.

Step 3: Select all relevant data channels you wish to connect, and click Add Channel to include them in your list of sources for connection.

Data channels are categorized into Ecommerce, Advertising, and Analytics. At least one channel from each category must be selected to proceed.

After finalizing your selections, click Continue to enter the required access credentials.

Step 4: Connect your Ecommerce, Advertising, and Analytics channels.

To connect your data channels, click the Connect button next to each selected source. This will open a separate screen prompting you to provide credentials, select accounts, and confirm data access.

If you don't have the necessary credentials, you can assign the connector to another team member using the Share icon. Team members can be added via the Members page in the Settings section.

If you selected Google Analytics as an analytics source, you can also connect that during the Ecommerce step.

Complete the process by clicking Continue and repeating the steps for Advertising and Analytics channels.

If you run into any issues, reach out to your CSM or visit our Common Data Issues & Prevention page. and Connector Setup pages.

Ecommerce Connection Screen:

Advertising Connection Screen:

Analytics Connection Screen:

Your data is now syncing!

Once all selected data sources are connected and syncing, navigate to the Members tab (Settings > Members) to add your team by clicking the + Add Member button."

For detailed instructions on managing team permissions, refer to our Members & Billing Guide.

Step 1: Once all your data has finished syncing, a notification will be sent to all organization admins. You'll receive an email letting you know that your data is ready for validation.

If you're an admin, simply click the link in the email to start validating your data. Alternatively, you can log into the Prescient platform to access the Metrics QA section directly.

Step 2: Navigate to the Metrics QA section on your dashboard, where you'll find a six-month summary of your reported data, organized by channels (eCommerce, Advertising, and Analytics).

Review the metrics displayed for each channel and ensure they align with your expectations. For each metric, click Accept if the data matches your expectations, or Decline if adjustments are needed. If you decline a metric, you'll be prompted to provide the expected value for comparison.

All metrics must be addressed—either accepted or declined—before proceeding. Any unresolved metrics will keep the Verify Metrics screen active until they are resolved.

Step 3: Once all metrics are resolved, click the Submit button to finalize the data validation process.

If you'd like additional support, you can schedule a review with your CSM via the Schedule a Review link provided in the QA section.

Step 4: Once you've submitted the validated metrics, you'll see a success message on your dashboard confirming that your data is ready for modeling.

This notifies our internal team to review and initiate your first model run. If any discrepancies were flagged, your CSM will work with you to resolve them before proceeding.

1. Go to Settings > Members.
2. Click + Add Member.
3. The invitee will receive an email to create an account.
4. Admin and Viewer permissions are detailed in Members & Billing page.