ForSURE.settingspage.profile_management

Profiles

Profiles are essential for tailoring the handling and display of data according to different data sources. By creating a separate profile for each data source, you can streamline management and ensure that each set of data is treated appropriately. Within these profiles, you can perform several key actions:

  • Add Profiles: Set up new profiles to accommodate additional data sources, specifying unique identifiers and settings for each.
  • Delete Profiles: Remove profiles that are no longer necessary, helping to keep your data management system efficient and up-to-date.
  • Modify Profiles: Adjust existing profiles to reflect changes in your data handling needs or to correct any discrepancies.

Each profile consists of:

  • name: A descriptive label for easy identification.
  • id: An identifier we provide that ensures each profile is distinctly recognized.
  • liveData: Designation of whether the profile handles live data or uploaded data, catering to different integration needs.

Furthermore, the association of labels and order data with specific profiles allows for refined filtering. For example, selecting the 'Shopify' profile could display all transactions from this particular platform, simplifying the analysis and reporting processes.

These tools are designed to give you precise control over how data from various sources is processed, ensuring that your operations are both accurate and efficient.