Quickstart
Set up your Solid workspace in three steps.
Your workspace is created by the Trussot team during onboarding. Once you can log in, three steps make it yours.
1. Connect your mailbox
Go to Settings → Accounts and connect your Google or Microsoft account. Solid imports your emails and calendar events and creates contacts from those conversations. Other providers can be added through SMTP for email or CalDAV for calendars on the same page.
Start with the mailbox. Real conversations give your team value before you customize anything else.
2. Shape your data model
Go to Settings → Data Model to add objects and fields.
- People, Companies and Opportunities are the objects that show synced emails and meetings. Build on them, and add a field to categorize (for example, a Person type) instead of creating a separate object.
- Two People can't share an email address, and two Companies can't share a domain.
- Fields and objects you don't need can be deactivated or hidden from views without deleting data.
Read Data model for the concepts.
3. Import your data
Press Ctrl + K (or Cmd + K on Mac), type import, and choose the object. Download the sample file first to see the expected columns. Keep each file under 10,000 records and remove duplicate emails and domains first.
See Import companies from a CSV for a complete walkthrough.