Trial - Essential Steps
    • Dark
      Light

    Trial - Essential Steps

    • Dark
      Light

    Article summary

    Welcome to your 15-days trial of eddy.app! To ensure you get the most out of your trial, here's a streamlined guide to navigate our platform effectively.


    Why the eddy.app Trial?

    Your trial with eddy.app is more than a preview – it's a hands-on exploration tailored to your specific needs. By using your catalog, deals, and sales data, you can fully assess how our platform aligns with your business requirements.

    Create a Trial Scenario

    To get a comprehensive view of what eddy.app offers, create a trial scenario that reflects your label's diverse contracts. Include 3-5 different contract types (such as standard, featuring, producer agreements) to see how our platform manages various deal structures. This step will enable you to produce test statements, which can be easily removed later.

    Preparation Checklist

    Before starting your trial, make sure to have the following data:

    • Details of deal structures and royalty rates.

    • Sales reports from your various royalty sources.

    • Costs and advances related to the reporting period.

    • Closing balances pertinent to your selected contracts.

    Remember, each step is crucial for an accurate setup and seamless experience.


    How To: Generate Test Statements During your Trial

    With your eddy.app account set up and data ready, let’s dive into the trial process! This isn’t just a demo; your imported data will be retained should you continue with eddy.app post-trial.

    1. Import Releases into your Catalog:

    Begin by importing only the content related to your selected deals (digital, physical, YouTube videos, merch). This initial step is mandatory before moving to subsequent stages.

    See our Catalog Import - Starting Guide for instructions.

    2. Configure Your Contracts:

    Set up the three chosen contracts. In eddy.app, contracts dictate royalty calculations and are the cornerstone of this process. Ensure they accurately mirror your actual deal terms for precise royalty calculations.

    For guidance, visit our Contract Configuration - Starting Guide.

    3. Import Sales:

    Now import your sales reports. The system will match the sales data to your catalog content. Expect some errors due to the partial catalog import; this is normal. Our unique auto-correction feature may also auto-import releases.

    For more details, check our Sales Import - Starting Guide.

    4. Add Costs and Advances:

    Add recoupable costs and advances linked to your trial contracts and payees. The system will account for these during statement processing.

    For step-by-step instructions, refer to our Costs and Advances - Starting Guide.

    5. Generate Your Statements:

    Create your first batch of statements. The system applies contract terms to relevant sales and deducts any recoupable costs/advances.

    Statements correspond to successfully imported sales that align with a published contract for the chosen reporting period.

    Check our Statements - Starting Guide for instructions.

    White-glove migration service

    Ready to take the next step? Our data migration service offers a customized solution for seamlessly integrating your content, contracts, and payees into eddy.app. We ensure a smooth and efficient transition to our platform, tailored to your specific needs. For a personalized Migration Plan and dedicated support, pleas contact us.


    Was this article helpful?