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Overview of using Dash and Pathfinder

This page has the complete list of steps for setting up and using the Pathfinder integration with Dash.

Getting started

Step

Details

1

Set up your logins for Dash and Pathfinder

See Registering with Dash and connecting your Pathfinder log in

2

In Pathfinder, make sure you have a subscription

If you have not already got a subscription, then you will need to sign up for one before you are able to add cases. If this is the first time you have used Pathfinder, you will be eligible for a 14-day free trial subscription.

To sign up for a trial, please see How to sign up for a subscription trial

Push contact data from Dash to Pathfinder

Step

Details

1

In Dash, enter the data for your contact

  1. Log in to Dash

  2. Go to ‘Contacts’ and create or select your desired contact

If you require help for adding contacts in Dash, please contact Dash. For some specific information about the mapping of data between Dash and Pathfinder, see Mapping of Dash fields to Optimo Pathfinder fields

2

In Dash, make sure you have added the ‘Pathfinder’ app

  1. Log in to Dash.

  2. Go to ‘Store’ > ‘Apps’

  3. Find the ‘Pathfinder’ app and subscribe to it

  4. Then, go to ‘Store’ > ‘Subscriptions’

  5. Add a license to your Dash account

For more help with installing apps in Dash, please contact Dash. You may have already done this installing as part of setting up your log ins. If not, check with Dash for how to add and subscribe to an app. Your set up may depend on whether or not you are an admin in Dash.

3

In Dash, push the the case to Pathfinder

  1. In Dash, open the Pathfinder app

  2. Select your contact

  3. Click the 'Save to Pathfinder' button

OR

  1. In Dash, select the grid icon ‘Apps’

  2. Then click ‘PathFinder’ > ‘Launch’ > ‘+New case’.

Troubleshooting 

  1. If you get an error saying that you need an active subscription, see How to sign up for a subscription trial

  2. If you are prompted to enter your Pathfinder password, and can't remember it, then you can reset it in Pathfinder. For more, see How to reset your password

  3. If you get an error saying your login needs to be connected, please Contact Optimo Financial

4

Find your case in Pathfinder

Once you have pushed your case, there are two ways to find your case:

  1. From Dash, after you have saved the case, you can click the 'Created on' link to take you to the case in Pathfinder

  2. Go straight to Pathfinder:

    1. Log in to Pathfinder. For more, see How to log in to Optimo Pathfinder

    2. On the home page, your case will be listed

    3. Select the case and click Edit case (not 'View case')

Do your analysis in Pathfinder

1

Check your imported data and add missing items in the 'Current situation' and 'cash flows' steps

See How to check data imported from Dash

2

Create your scenarios and and get your results

For more tips, see:

3

Check your results

How to read the websolve results

Pushing Pathfinder results into a Dash SOA

See How to generate an SOA using Dash



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