---
title: Post-Onboarding Checklist (Business Central)
slug: svb/post-onboarding-checklist-bc365
description: Learn how to use a plugin effectively with these vital steps. Grant user permissions, import vendor bank data, configure bank feeds, set default payment methods, and test plugin functionality. 
docTags: kOBW7Pa05SaMsJIm9Vdtp
createdAt: 2023-03-06T23:37:36.000Z
---

You are almost ready to use the plugin. There are a few additional steps that are required in order to use the product at its full potential. Follow this flow to make sure you are not missing anything! 

:::hint{type="info"}
For Sandbox users, feel free to skip the steps that may not apply to your use case. We strongly recommend following the [Sandbox Checklist (Business Central)](docId\:RsB60mjuLZFeEzj_K7JB7).
:::

## 1.  Permissions 

To ensure users can view and utilize the plugin, an administrator must grant them permission. You can follow [Step 14: Add User Permissions](docId\:Bk2TZWQO-gdHbLV9BMC_R) to enable permissions.

## 2.  Import Vendor Bank Account Data 

If you do not already store your vendors' bank account data within Business Central, you will have to add it to make payments. [Updating Vendor Payment Methods Via CSV (Business Central)](docId\:JO6IMEs1Jwvs5vUaN1QM3) will walk you through how to successfully mass import data into Business Central via the plugin. 

In Sandbox, we recommend testing the import functionality with a few bank accounts to make test payments before trying this in production. 

## 3. Set a Default Payment Method and Source Bank Account

You can also set up a default payment method for each vendor. You can always change this, but this allows you to initiate payments quickly. 

## 4.  Configure Bank Feeds

The next step is to configure bank feeds. The [Enabling Bank Feeds (Business Central)](docId:0988aXmATiB-PoQ5_IVi1) guide will walk you through how to configure the feeds to improve your reconciliation process.

## 5.  Test the Plugin

Now that you are ready to make payments, we suggest you make payments with all commonly used payment rails. This will help you get familiar with the plugin and learn how to best utilize it. 

If you run into any issues, be sure to take screenshots so we can assist you with troubleshooting!