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Home Getting Started Setting up Heap Post-Install Guide: Overview
Getting Started Installation Administration Define & Analyze Analysis Examples Heap Plays Success Guides Integrations Heap Connect Data Privacy

Read in Order

  1. Post-Install Guide: Overview
  2. Step 1: Enrich Your Dataset Via APIs
  3. Step 2: Integrate With Your Warehouse & 3rd Party Tools
  4. Step 3: Plan Your Data Governance Strategy
  5. Step 4: Establish Categories & Naming Conventions
  6. Step 5: Create & Manage Definitions
  7. Step 6: Learn Our Data Governance Tools
  8. Step 7: Complete Rollout
  9. Additional Resource: Getting Started Videos
  10. Additional Resource: Icon Glossary

Table of Contents

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Post-Install Guide: Overview

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Now that you’ve installed Heap, we’ll automatically begin capturing every user interaction on your site or app in near real-time. This guide will walk you through the complete process of setting up and rolling out Heap for your organization.

Depending on your business needs and team size, you may not need to complete every step, though the features are good to know about in the event that you choose to enrich your data or connect additional integrations in the future.

If you haven’t done so already, we also recommend also checking the items in Before Installing: Key Considerations – you’ll want to have the right project and environment setup in place and know what data privacy legislation you need to comply with before moving forward.

Though we recommend going through this guide in sequential order, you are free to jump to different sections based on your needs.

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Last updated January 11, 2021.

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