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This guide walks you through the key setup steps to get value from Bigdelta. Each step unlocks new capabilities. You can complete them in any order, but we recommend starting with your payment processor since it gives you the most insight with the least effort.
If you completed the onboarding wizard, you may have already done some of these steps.
1

Connect your payment processor (5 min)

Connect your billing system (Stripe, PayPal, Shopify Partners, PayMe, or Solidgate) to unlock revenue tracking, account records, and revenue stages — no code required. Get started →
2

Connect your product data (5 min)

Install the Bigdelta SDK to start capturing page views and product usage automatically. Get started →
3

Identify users and accounts (15 min)

Link events to specific users and accounts so Bigdelta knows who is behind the activity. Get started →
4

Track custom events (optional)

Go beyond page views by tracking the actions that matter most — feature usage, key workflows, conversions. Get started →
5

Send plan limit events (optional)

Track when accounts hit or reset their plan limits to trigger upsell opportunities. Get started →
6

Provide entitlement data (optional)

Define your product’s entitlements to track usage thresholds per feature and plan. Get started →