1. Data Entry & Validation
  2. Get started
Get started

Get Data Entry & Validation running in four steps.

Prepare a first import that your operator and reviewer can inspect together.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Data Entry & Validation. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Data Entry & Validation in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started, then use Proto to configure Data Entry & Validation for your business. Name the organization and the people who will own, review and execute imports.

Prepare the first operating cycle

Choose a representative source submission. Agree on its validation definition, source field mappings and receiving target. Include a rejected row and a returned reviewer decision in the rehearsal. Check that the operator can find the same source revision and row outcomes as the reviewer.

Review before release

Rehearse an approved accepted partition and compare the execution receipt with the target reference. Then test an uncertain provider response and a correction follow up. Assign a person to reconcile each exception before the next live submission.

Set up Data Entry & Validation your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started