Endpoint Intake

New Onboarding

Create a new endpoint record with controlled effective dates, required identity fields, and future-ready sync metadata.

Onboarding Form

Capture endpoint identity, dates, and operational metadata in one controlled intake flow.

Endpoint Onboarding

Keep the workflow minimal: capture the required endpoint identity and effective dates first, then reveal optional revenue, contact, and billing details only when they matter.

Priority fields

These are the fields operators should complete first. The form keeps the temporal rules explicit and uses dropdowns wherever we can reduce manual entry.

Loading lookups

Endpoint IDRequired. Must end with _0 or _i.

Owned / MM

Venue Name

Business Name

Venue Type

Vertical

Street Address

State

City

ZIP Code

LatitudeApproximate USA validation is applied.

Longitude

Timeline and onboarding controls

Temporal rows should never overlap. Overwrite corrects the active row in place, while an SCD update closes the current row at T-1 and opens a fresh row at T.

SCD Type II aware

Effective From

Effective ToLeave blank to keep the row open ended.

Installed Date

Start of Onboarding

SourcedDefaults to Not Important and is stamped with the current user and date.

W9 ReceivedYes, W9 is available

Optional fieldsRevenue, contact, billing, and manual-support fields stay tucked away until the operator needs them.

Group Endpoint ID

Revenue Type

Direct

Direct Split %

Affiliate 1

Affiliate 1 Split %

Affiliate 2

Affiliate 2 Split %

Affiliate 3

Affiliate 3 Split %

Salesforce

Revenue AgreementChoose agreement file

First Name

Last Name

Phone

Billing Address

Sales Source

Status

Product Description