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Setting up Flightpath (New Account)

Get your data into Flightpath

Baremetrics avatar
Written by Baremetrics
Updated over 10 months ago

Connect your Accounting Provider

Once your Flightpath account has been created and you've been invited, the main page will show this:

There are three quick steps:

  1. Choose forecast start, typically the month after you last closed your books.

  2. Connect Xero, Quickbooks, or upload a CSV.

  3. Create a baseline forecast - this is just a starting place - it can be edited or changed anytime!

Connect Your Baremetrics Account

If you have an existing Baremetrics account, you can connect it to Flightpath. ✈ This will automatically populate your Revenue Model.

  1. At the bottom left-hand corner, there is a gear that will take you to your Flightpath account settings:

  2. Once within the settings, you'll navigate to the "Integrations" tab:

  3. Select "Connect New Company (advanced), and then "Get Started".

  4. A window will be displayed to confirm authorization to Baremetrics. Select "Authorize". This can be disconnected anytime within Baremetrics here.

Upload a CSV

Use this template to fill in your actuals. This will work for both CoA & Rev Model imports.

You'll need column headers for the following:

  1. Account Number
    Account numbers can seem somewhat arbitrary, but there is some meaning in their structure:

    1. A blank field indicates the total row of a built-in account, so its name and type should be left alone, but the dates and values should be adjusted.

    2. Otherwise, the number can be used to determine the hierarchy/nesting of custom accounts.

    3. Example:
      10000

      -> 11000

      -> 11100

      -> 11200

      -> 12000

      -> 13000

      20000

  2. Account Name
    Ensure the names of any accounts without an account number are left alone. These correspond to built-in accounts.

  3. Account Type
    This is a fixed set of types that Flightpath will accept.

  4. Dates
    Date Format: MMM-YY (example: Jan-23)


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