Getting Started With Seltaris

User Guide

Step 1
If you don’t have a Seltaris account, click Create new account.
If you already have an account, click Log in with DataTools and skip ahead to Step 7

Seltaris Landing Page


Step 2

Fill in your details and click Continue. If you already have an account, you’ll be redirected to the sign-in page

Create account page


Step 3

Enter and confirm your password, then click Continue.

Create password page


Step 4

Check your inbox for a confirmation email. If you don’t see it, check your junk folder. If it still hasn’t arrived, you can resend the email once every 60 seconds.

Confirm account page


Step 5

Click Confirm Email in the message, or copy and paste the link into your browser.

Sample confirm account email


Step 6

Your email is now confirmed, you can log in to Seltaris.

Email confirmed screen


Step 7

Enter your email address, and click Continue. If it isn’t registered, you’ll be prompted to create a new account (return to Step 2).

Sign in page


Step 8

Enter your password and click Continue.

Sign in page


Step 9

You now have access to DataTools Seltaris

Seltaris home page


End

Getting Started: Seltaris+ Subscriptions

User Guide

Step 1

After creating an account or signing in, click Join Now on the Seltaris+ plan you want to join.

For this guide, we’ll use the Premium Plan.

Dashboard


Step 2

Confirm your order details, then click Checkout.

Confirm your order page


Step 3

Enter your Payment & Billing details as prompted.

Checkout page


Step 4

Once your details are filled in, a green tick will appear.
Review the End User Licence Agreement and User Information, and confirm you have read them. Then, review your total and press Buy Now.

Checkout page


Step 5

You are now subscribed to DataTools Seltaris+.
To share your plan with someone in your organisation, click Add New User and follow the Getting Started: Sharing a Plan Guide.

Successful subscription screen


Step 6

If you click Skip for Later or press the Home icon on the previous screen, you’ll be taken to the dashboard.
From here, you can start using your plan perks and begin creating Jobs or Health Check Reports. Our Getting Started Guides can help with this.

Dashboard with a plan


End

Getting Started: How To Share a Plan

User Guide

Step 1

After purchasing a plan press on Add new user which will take you to DataTools DASH

Successful subscription screen


Step 2

Login to DASH with the account you just purchased the plan on

DASH login page


Step 3

On the left navigation bar, click on Product Info under the plan you would like to share

Dash home


Step 4

Type in the email of the person you would like to share to and press the plus icon, the red text will appear

DASH product user's page


Step 5

Click the underlined button which popped up, saying link

DASH product user's page


Step 6

Fill out the information of the user you are sharing to and press Send request

DASH add product user


Step 7

The new user will now appear in the Seltaris+ Shared Licences Box, and they will have been sent an email

DASH product user's page


Step 8

The new user will receive the following email. They need to press on the link and either login / register to DASH.

Invitee email


Step 9

The user will be taken to DASH, where they can sign in or create a new account if needed. Simply follow the on-screen steps to complete registration or sign-in.

Seltaris create your account


Step 10

After registration or sign-in is completed, the user will be able to see the shared plan on their DASH.

DASH product user's page


Step 11

The user will now be able to sign into Seltaris, and they will have access to the shared plan.

Seltaris home page


End

Getting Started: Health Check Reports

User Guide

Step 1

After creating an account or signing in, click Get Started on the Health Check Report box.

Seltaris home


Step 2

Enter your job details.

Job details screen


Step 3

Select the type of data that you would like to check.

Type of data page


Step 4

Select the country or region of your data file.

Country/region of your data page


Step 5

Upload the data file you want to check, then click Next.

Input file screen


Step 6

Match your imported file field names to the Seltaris service field names. You can leave some empty or set them as a static value. Make sure all essential fields are mapped from the dropdown list. When finished scroll up and click Next in the top-right.

Mapping fields page


Step 7

Verify that your imported file field names are correctly mapped to the Seltaris service field names. Once confirmed, click Next.

Mapping fields verification page


Step 8

Choose either Standard or Advanced Data Protection. Note: Advanced Data Protection comes free with selected plans.

Choose your data protection


Step 9

Confirm your order details. Here, you can subscribe to DataTools Seltaris+ to get the Health Check Report and Advanced Data Protection for free by clicking on Choose a Plan.

Confirm your order


Step 10

In this guide, the Premium Plan is selected. Selecting this plan will return you to the Confirm Your Order screen with your updated reduced total.

Choose a plan


Step 11

Verify your total and click Checkout. You can also change your plan at any time by pressing Change Plan.

Confirm your order


Step 12

Enter your Payment & Billing details as prompted.

Checkout page


Step 13

Once your details are filled in, a green tick will appear. Review the End User Licence Agreement and User Information, and confirm you have read them. Then, review your total and press Buy Now.

Checkout page


Step 14

If you selected Standard Data Protection, skip to the next step. If you chose Advanced Data Protection, you’ll be taken to this screen to save your private key.

You must save this key. You will not be able to access your result file without it. Confirm you’ve stored the key, then press Continue.

Advanced Data Protection key


Step 15

Your job will begin processing, an invoice will also be emailed to you. You can stay on the screen, close Seltaris, or navigate to the home page. If you chose to stay on the screen you will be automatically redirected to the next step once the job is complete.

When the job finishes, it will be moved from In Progress under My Jobs to the Completed tab.

Job in progress screen


Step 16

Your Health Check Report can now be downloaded by clicking Access Your Report. You can view this job anytime in the Completed section of My Jobs. If you wish to access your result file, click on Buy Now and follow the simple steps.

Job finished page


End

Australian Address Lists

States