Here is our guide to getting started with DigThisData with links to the support articles you will need for a smooth and seamless onboarding experience. We are always here to help though. If anything comes up please reach out to our support line and we will get back to you ASAP.

DigThisData Support and Knowledge Base 

Step 1: Validate your data credentials

During the sign up process, you were prompted to select a default market and enter credentials for automated data ingestion (LCBO SOD, TBS SFTP, BC LDB Portal Credentials, Liquor Connect Credential, etc).  Validate that your data is flowing into Dig and if not, it's more than likely your credentials are incorrect.

Credentials can be set under your name in the Main Navigation → Account Management

Registering and Setting Up an Account

Step 2: Invite your initial users who will be needed for setting up the account. 

These include individuals that have your active Accounts lists, Products lists, and QB Admin Access. 

Adding Users to DigThisData 

Step 3: Adding your Customer and Direct Products  

Direct Products are your products THAT YOU SELL. All inventory is tied to this product no matter what channel you sell into or what price you sell it at. This is your Core Inventory Item.

Use Virtual Products to create alternate pricing for a core Direct product.

Note: ONLY Core Direct Products can be used as a Retail Product for LCBO or TBS. Virtual Products should be created for On Premise sales.

Customers and Direct Products  

Step 4: Enabling Warehouse Management (Optional but highly recommended) 

Enabling Warehouse Management allows you to manage your inventory across multiple locations and is an enhancement to managing orders from all channels if you are processing orders through DigThisData.

Benefits of using DigThisData for Order Management 

Setting up Warehouse Management  

Step 5: Setting up your Accounting Integration Support Article

If you are placing orders via DigThisData you will likely benefit from processing these orders into invoices via an accounting integration. DigThisData pushes products and pricing directly to your accounting software and offers the option of sending the invoice directly to the customer. You can bulk post to QBO, Sage, or Xero. In these articles, we will show you how to quickly integrate with an accounting integration and sync all your products.

Note: In this process you will need to sync all Products, this includes deposits, discounts and promotional items.

Setting Up Your QuickBooks Integration and Product Sync

Setting Up Your Xero Integration and Product Sync

Setting Up Your Sage Business Cloud Integration and Product Sync

Step 6: Setting up Reps, Territories  and Logistics 

Assigning Reps, Territories is super easy using our bulk upload templates. 

Note: Customers can have multiple reps assigned to them and can also be assigned by Territories.

Note: Logistics Schedules are set as the default but can always be manually overridden if needed. All new orders will default to the Assigned Delivery Method.

Assign Territories for Sales Reps

Bulk Ingesting Logistics Schedules 

Step 7: Ingest Direct Delivery Vendor Portal Orders [DEPRECATED]

DigThisData offers auto ingestions of all your DDVP portal orders. This is an immense amount of time. All your orders will appear in your manager order view. You can bulk create BOLs and post to QBO, Xero, Sage or another accounting integration. No more inputting orders manually, which frees up your team for more important work. 

Navigate to your profile (top right of all page views) 

Account Settings  → Account Management → Scroll down to Liquor Control Board of Ontario and click to expand the panel. Enter your DDVP credentials → Set to Auto Ingest and Save.

Note: Just below, you can do the same thing for The Beer Store (TBS) via an SFTP account. Notify TBS that you would prefer your orders delivered via XML as opposed to PDF and Dig will be able to auto-ingest your orders daily.

EDI connectivity is available for the LCBO Gateway but is currently not open for setup until the LCBO's FSM project is complete in 2026. Orders from the LCBO Gateway can be ingested via a CSV downloaded from the Gateway.

LCBO Gateway Order Upload  

Step 8: Setting up your On Tap B2B Store 

Navigate to your profile (top right of all page views) 

Account Settings  → Account Management → Scroll down to On Tap B2B Store. You will find your handy step-by-step Setup Wizard that will walk you through the steps to set up your store. At this point, you will need to have your Product Images handy. 

Products will need to be configured and Product Images can be added via your Brand Codes.

Operations → Product Management → Product Codes → Click into each Brand to add a photo. There is a template and a guide found in each Brand. 

Once complete, please reach out to Support to set up your Merchant Account.