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Getting Started With Gilded

Add contacts from your Account or Activity pages in Gilded

Adding Contacts To Your Gilded Account

Can I import contacts from QuickBooks and/or a CSV file?

Can I export a list of my contacts in Gilded to another platform?

If you need to upload any blockchains or exchanges that we do not currently support, this is the article for you.

Universal Import Tool: Import Transactions Using a CSV File

Set your business name, profile picture, manage notifications, passwords, billing, and customize invoice details.

Manage Your Gilded Profile

Use Gilded’s Multi-User Access to collaborate with your entire team.

Assigning an Organization Email Address to Your Gilded Profile

Learn how to enable and use multi-user with your Gilded subscription

Multi-User For Gilded Accounts

Everything you need to know to get started with Gilded. 

Getting Started

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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