Getting Started
New to Blackpurl? Start here for orientation and first steps.
31 articles
- Set Up the Blackpurl and Xero IntegrationConnect Blackpurl to your Xero account by creating a Blackpurl user in Xero and granting the correct access level so your Activation Specialist can complete the integration.
- Blackpurl Browser and System RequirementsWhat browsers, operating systems, and screen resolutions Blackpurl supports, plus tips for keeping your browser up to date.
- QuickBooks Online Integration: What You Need to KnowEverything you need to know before connecting Blackpurl to QuickBooks Online, including plan requirements, setup steps, and how to grant Blackpurl access.
- Blackpurl Standard Forms ReferenceA reference guide to all standard print forms available in Blackpurl, including what each form contains and links to related how-to articles.
- Multi-Factor Authentication (MFA) ExplainedUnderstand what Multi-Factor Authentication (MFA) is, why Blackpurl requires it, and how it protects your dealership's data.
- Opening Balances and Conversion Balances — Setup GuideHow to handle opening balances and conversion balances when setting up Blackpurl with a new accounting package (QuickBooks Online or Xero).
- Opening Balance for Unit and Parts Inventory in Your Accounting PackageLearn why setting opening balances for Unit and Parts Inventory at launch is critical, and what information your Activation Specialist will provide.
- Blackpurl Service Agreement OverviewA summary of Blackpurl's platform and service offerings, covering activations, support, and available integrations.
- Transaction Types: Setup and ConfigurationLearn how to create Transaction Types in Blackpurl to map different transactions to separate General Ledger accounts in your accounting package.
- Verify Your Org-Wide Email Address in BlackpurlComplete the Salesforce email verification step to ensure documents sent from Blackpurl reach your customers and don't go to spam.
- Getting Started with Accounting Integration in BlackpurlKey rules and processes for new dealerships setting up accounting integration in Blackpurl.
- Week 3 - Accounting IntegrationUse this checklist during your third week in Blackpurl to confirm your accounting integration is set up correctly and your opening balances are in order.
- Week 4 - End of MonthThis article will go through what we recommend should be your end-of-month tasks after your first four weeks in Blackpurl.
- Payment Method SurchargeSet up and use automatic payment method surcharges in Blackpurl to pass card processing fees to customers at checkout, deposit, and AR payment.
- Whitelist Email Addresses in BlackpurlLearn what email whitelisting is and how to set up an SPF record so Blackpurl emails reach your customers instead of their spam folders.
- Blackpurl Homepage Overview and CustomizationLearn what the Blackpurl Homepage shows, how to navigate back to it, and how to customize which information cards appear and in what order.
- Blackpurl Homepage Overview and CustomizationLearn what the Blackpurl Homepage shows and how to customize it to display the information you need each day.
- Blackpurl Header and Workspaces ReferenceLearn what each section of the Blackpurl Header does and which workspace it opens.
- Customer Order Types and NavigationA guide to the types of Customer Orders available in Blackpurl and how to navigate the Customer Order screen.
- Configure Payment Methods and Charge on AccountControl which payment methods are active in Blackpurl and manage Charge on Account settings, including restrictions by customer.
- Blackpurl SupportLearn how to reach Blackpurl Support, what counts as a support issue, and what training options are available to your dealership.
- Setting Up a Clean Make/Model Database During ActivationBuild a structured Make/Model/Sub Model database during activation to improve ordering, quoting, reporting, and the overall experience in Blackpurl.
- Blackpurl Reporting OverviewA guide to finding, using, and customising reports in Blackpurl, including manager recommendations and scheduled reporting options.
- Global Search in BlackpurlLearn how to use Blackpurl's Global Search to quickly find customers, orders, parts, and other records from anywhere in the application.
- Product Enhancement and Feedback Requests ExplainedLearn how Blackpurl handles product enhancement and feedback requests, and what to expect after you submit one.
- Multi-Factor Authentication (MFA) Authenticator Setup for BlackpurlLearn how to set up and use an authenticator app for MFA in Blackpurl, and what to do if you need to change your authenticator.
- Week 1 - Welcome to Blackpurl: Important InformationWelcome to Blackpurl! This guide covers the key accounting and inventory processes every new dealership should understand. Applies to: Dealerships using Blackpurl with Accounting Integration (QuickBooks Online or Xero).
- New Dealership Getting Started GuideEssential first-month checklist for new Blackpurl dealerships covering accounting integration rules, reporting setup, and end-of-month preparation.
- New Dealership Onboarding ChecklistCritical accounting setup rules for new Blackpurl dealerships with accounting integration. Follow these rules to keep your books balanced from day one.
- Week 2 - ReportingThis article explains how to get started with Blackpurl Reporting, including how to find reports, use the reports provided by Blackpurl, create your own reports, and find recommended reports for…
- Meet Jack, your Blackpurl support AI assistantMeet Jack, the AI support assistant built into Blackpurl 2, ready to answer your questions any time you need a hand.