VX Terminal Help

Set up your terminal, connect your tools, import your records and run the business.

Start here

• Getting started

  Your VX Terminal is ready the moment you sign in. This page walks you from an empty terminal to a working one, in the order that works best.

• Connections

  Settings → Connections is the one place you connect the systems your terminal reads. There are no files to edit and nothing to restart. This

• Inviting your team

  Add the people who will use your terminal in Settings → Team. Each person gets a link to choose their own password, and a role preset that d

• Import

  Settings → Import loads records you already keep in a spreadsheet. Download the template, fill it in, check it, then import. Nothing is save

• Operate (EOS) basics

  Operate is where you run the business week to week, following the Entrepreneurial Operating System (EOS) rhythm. It has five sections in the

• Security and your data

  This page explains how your terminal handles the keys you connect and the records it keeps. For the legal terms, see the Privacy Policy and

• FAQ

  Where do I start?Open Settings → Setup. It lists six steps, checks each one live, and each step's button opens the screen that finishes it.

Connectors

Money

• Stripe

  Connect each brand's Stripe account so the terminal can show revenue, MRR, subscriptions, balances and disputes. Stripe connects per brand:

• QuickBooks Online

  Connect QuickBooks Online to show cash, receivables, payables and the last 30 days of profit and loss. VX Terminal only reads from QuickBook

• Xero

  Connect Xero to show cash, receivables, payables and the last 30 days of profit and loss from your Xero organisation. VX Terminal only reads

• Shopify

  Connect each brand's Shopify store to show orders, revenue and customer counts. Shopify connects per brand. Orders and customers refresh eve

Customers

• HubSpot

  Connect HubSpot CRM to show the deal pipeline by stage, deals won in the last 30 days, and the contact count. Connect once for the company (

• Zendesk (Help desk)

  Connect Zendesk to show open support tickets: subject, status, priority and who asked. Connect once for the company (Global) or per brand. O

Marketing

• Google Analytics 4

  Connect a brand's GA4 property to show sessions, users and key events (conversions) for the last 7 and 30 days. GA4 connects per brand. Figu

People

• Gusto

  Connect Gusto payroll to show employees, job titles, departments and start dates. The terminal keeps name, job title, department, start date

• Greenhouse

  Connect Greenhouse to show open jobs: title, department, office, when it opened and how many openings. Connect once for the company (Global)

• Careers site

  Connect your careers site to show open roles and applications. It connects once for the whole company.

Communications

• Email

  Connect Email so the terminal can send invitations and set-password links. Use your own SMTP server, or a Postmark or SendGrid account. Emai

• Slack alerts

  Connect Slack to post each new red item from Open exceptions (DIN blockers waiting on a person, critical incidents, p0 risks, close patent d

• Press site

  Connect your press site to show press releases, journalists and coverage. It connects once for the whole company.

IP & Legal

• Cloudflare (Domain registrar)

  Connect Cloudflare to show domain renewals, registrar lock and DNS zones. The Domain registrar card connects once for the whole company. Clo

• USPTO (patents and trademarks)

  Two cards read from the United States Patent and Trademark Office. Both connect once for the whole company and both keys are free.

Infrastructure

• UptimeRobot

  Connect UptimeRobot to show your website and API monitors: up or down, 30-day uptime and response time. UptimeRobot connects once for the wh

Intelligence

• DIN CTRL

  Connect DIN CTRL to bring in findings, decisions and briefs from DIN, and the relay that lets you answer agents that are waiting on a person