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Quick Start checklist

The second important step before you can start using Inteleagent is to create / import your existing education institutions.

Create a provider manually

It's easy to create a provider in Inteleagent. Here's how you do it:

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/9e0cae9b-f8f3-4076-aeca-6b4d3ba7cf16/Add_Provider.gif

Import providers via a csv file

On the Providers page follow the steps below:

1. Click Import Data

2. Download the CSV file

3. Fill in the CSV file

4. Upload the CSV file to Inteleagent

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Use our database of providers

Apart from adding the provider one-by-one or Importing via a csv file, you can also add a Provider from our database. The database only has education institutions from Australia at this stage however, we are adding more as the time goes.

Here's how to use the database:

https://d33v4339jhl8k0.cloudfront.net/docs/assets/5e9f8d5b2c7d3a7e9aeb5f2a/images/5f4c41492c7d3a352e918d32/file-nknuzZLZmo.gif

How to delete a provider

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Quick Start checklist