Getting Started

Set up your Gestalt environment and connect your first data sources.

• Introduction to Gestalt
• Platform Overview: What to Expect
• Understanding Your First Data Snapshot
• Switching Between Environments (Prod vs UAT)
• Common Setup Pitfalls (And How to Avoid Them)
• User Roles and Permissions Explained
• Connecting Your First Data Source
• Data Sync Schedule Basics
• Setting Up Multi-Factor Authentication
• Navigating the Dashboard
• Uploading Sample Datasets