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Your checklists

The company and product checklists in your portal, how a product's checklist counts on each plan, and how "Looks right" records that you checked a listing.

Last updated 12 October 2026

Your portal keeps a checklist for your company and one for each product. Each shows what is left to check, so your listings stay accurate without anyone keeping a list by hand. The checklists work on every plan.

The two checklists

Your company's checklist has three steps:

  • Check company details.
  • Finish each product checklist.
  • Invite a colleague. This step is optional.

Each product's checklist has four steps:

  • Check product details. Edit the product, or choose "Looks right".
  • Check the integration list. Choose "Looks right" on the product's integrations. This step completes even when your company has claimed none of them yet.
  • Claim or say "not ours". Claim each integration your company is recorded as owning. If one is not yours, choose "Not ours?" on it and say who offers it, if you know. The step counts it as answered while AEC Integrations reviews it, and after it agrees. Owning an integration explains both.
  • Confirm data flows. Answer Yes or No on every data flow of the product's integrations.

How a product's score counts:

  • Confirming data flows needs Managed. So on a Free product that step shows but is optional. A finished Free product reads "3 of 3".
  • On a Managed product all four steps count. It reads "x of 4", where x is the steps done.
  • A step with nothing to do counts as done.
  • A step stays done once it is done. It does not expire.

Recording that you checked: "Looks right"

Sometimes you check a listing and nothing needs to change. An edit can only be saved when something changed. "Looks right" is how you record that you checked. It is free on every plan.

You can use it in three places:

  • Company details. Your company's listing becomes maintained by your company, as it does after an edit. Your public vendor page then reads "Vendor maintained · Updated" with that day's date.
  • A product. The same happens on that product's public page.
  • A product's integration list. The date updates on each of that product's integrations that your company has already claimed. It never takes over an integration that AEC Integrations or another company maintains.

"Looks right" changes no listing details. It only records that your company checked them, and when.

The "Looks right" button only appears while that check is still to do. That holds at the top of a page and on a product's checklist. After you press it, the button stays until you leave the page and reads "Checked". Next time you open the page it is gone. Once something is checked, saving an edit is how you record a later check.