During the 30 day free trial, you can use the features of MagManager with the pre-populated data of the demo account.
If you would prefer to set up your own publication and import your own data you can do that by clicking Add Publication, at the top of the screen
Enter the details of your publication & click create
You then have the option to import your data from various sources. You can also so this later via an import with your accounts package or by importing the data from our spreadsheet.
Selecting From Kashflow - will open the page with details and a link to connect via Kashflow
Selecting Xero - will open the Xero login screen, ready for you to login to your Xero account and connect.
Select From Our Template - will open the the Import Customers page, where you can download the spreadsheet. Once you have added your contacts to the spreadsheet either drag and drop or click in the box to locate the file on your computer to import the clients.
You can find more details on importing customers here.
Clicking I'll do it later will take your to the main dashboard and the welcome video
Click the menu icon top left > this expands the side bar displaying the Publication and Issue that was prevous set up > Click the publication name and Issue to have it appear in the centre panel.