In Section 2 of this guide we will cover the process for setting up the application, in addition we will provide you with key connections and best practices. If you have questions please do not hesitate to reach out to your implementation manager or any other member of the Avianis team.

Each portion of this section is broken into three steps, Prepare, Setup, and Review. These steps will help you complete the setup process in an efficient manner. In addition you will find information on key connections to help you understand how the information ties together in the application.  

Personnel Setup

Prepare – Consider which personnel from your company will need to access the application. In addition consider any contract personnel who will require access. Gather contact information, employment information, crew info, qualifications, flight hours, travel documents, and expense information.  

Setup – Access Avianis, go to My Company and then select Personnel. From here you will be able to create personnel records in Avianis. Begin by creating personnel records for the sponsors and stakeholders and from there create other key personnel records (i.e. Chief Pilot, Director of Maintenance, Director of Charter Sales).

Review - Whether you decide to input all personnel records at once or do so in stages, you will want to review the records to ensure accuracy.

Related Content – Account Setup / User Management

Personnel Setup Checklist


  • Determine who requires access
  • Gather contact information
  • Gather employment information
  • Gather crew info
  • Gather qualifications
  • Gather individual flight hours
  • Gather travel documents
  • Gather expense information


  • Create personnel records for sponsors and stakeholders
  • Create personnel records for key company personnel
  • Create personnel records for other company/contract personnel


  • Review personnel records for accuracy
  • Ask other team leaders to check records for accuracy

Aircraft Setup and Configuration

Prepare – Consider the aircraft that will need to be input such as your company’s aircraft. Gather all specifications for the aircraft, operational hours flown, rates, contract information, credit cards, and owner information. In addition be prepared to consider performance configurations during setup.  

Setup – Access Avianis, go to My Company and then select Aircraft. From here you will be able to create aircraft records in Avianis. Be sure to have airframe and engine times in addition to take off and landing information.

Review – Once complete review the aircraft profiles for accuracy. If possible enlist the help of your Chief Pilot, Director of Maintenance, and anyone else who is intimately familiar with the specification and operational times of your aircraft.

Related content - Account Setup  / Aircraft Profile

Aircraft Setup and Configuration Checklist


  • Determine aircraft that will need to be added
  • Gather all aircraft specifications
  • Gather aircraft flight hours
  • Gather pricing rates
  • Gather contract information
  • Gather credit cards
  • Gather owner information


  • Create your company’s aircraft
  • Create aircraft managed by your company
  • Create brokered aircraft


  • Review all aircraft you have created for accuracy
  • Ask key personnel to review the aircraft profiles for accuracy

Email Configuration

Prepare – Your implementation manager will provide you with DNS records to be input into your webhost. This will allow Avianis to send emails on behalf of your company.

Setup – Input the DNS records into your webhost. Advise Avianis that the DNS records have been added. 

Review – Track the first few emails you send through Avianis, if you run into any issues contact your implementation manager

Email Configurations Setup Checklist


  • Collect DNS records from your implementation manager
  • Provide DNS records to your IT team


  • Ensure your IT inputs the DNS records into your webhost
  • Advise Avianis that the records have been created


  • Send test emails from Quote and Trips section to ensure functionality works

Data Imports

Prepare – Begin to consider the historical information you have for customers that you would like to have imported into Avianis. We can import accounts, contacts, travel documents, and contact preferences. Your implementation manager will provide the scripts for your review.  

Setup – Once you have decided which pieces of information you would like to import you will need to complete the data import scripts. Note: Avianis will not import data until a signed contract is received. 

Review – After the imports are complete review the imported information. 

Related content for CTA-FOS Users – Data Imports

Data Imports Setup Checklist


  • Collect DNS records from your implementation manager
  • Provide DNS records to your IT team

Note – Data imports are only offered for Accounts, Contacts, Preferences, Travel Documents and Vendors.


Prepare – The application has the ability to integrate with Avinode, AvTrak, CAMP, FlightDocs, Flight Safety International, Gulfstream CMP, Fulerlinx, FlightBridge, and Quickbooks Online. Work with your internal personnel who use those applications to decide which ones you would like to integrate with Avianis.

Setup – Follow the integration process with your implementation manager. Non-maintenance applications will be integrated under Global Settings. Maintenance application integrations will be completed in the Maintenance section and each Aircraft Profile.

Review – Review and check the functionality of the integrations once they are setup. Pay close attention to discrepancies in values associated with specific records, as they can prevent information from being passed. For example, ensure engine serial numbers are accurate.

Related Content  – Integrations

Integrations Setup Checklist


  • Identify applications utilized by your company that could be integrated with Avianis
  • Contact internal personnel to discuss and determine whether to integrate those applications with Avianis
  • Determine the ideal time line for configuring integration


  • Provide a list of integrations to your implementation manager
  • Work with your implementation manager to complete the integration setup


  • Review integrations to ensure functionality by passing information between applications
  • Notify personnel who will be utilizing the integrations so they can test the functionality

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