Technical associate
certificate
About the exam
The certification exam measures proficiency in general navigation, administration, file uploads, ETL processes, and the creation of basic financial statements.
- For technical resources implementing Phocas
- 6-8 hours
- Training videos, hands-on labs & exams
- Certificate & badge
What to expect
The Phocas Technical Associate Certification is designed for any technical resource implementing Phocas solutions. By completing this training, you'll gain the skills to:
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Implement a standard Phocas solution using flat files
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Navigate Phocas Admin and Analytics
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Install Sync ETL
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Upload flat files into a Phocas environment
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Create basic financial statements by mapping accounts and creating different views
This certification lays the foundation for the next level, the Phocas Technical Professional Certification (available in 3–6 months), which will cover advanced implementation, customization (API, SQL, ODBC, flat files, etc.), and deeper financial statements and budgeting & forecasting training.
Learning path
Associate
Professional
Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 
Insights 