.svg "Connex Ecommerce Logo-white (1)")
Before Your Guided Trial
This questionnaire helps us prepare for your 3-hour onboarding session so we can spend less time gathering information and more time configuring your workflow.
During your onboarding, your implementation specialist will work with you to configure Connex based on your business requirements. Most customers complete their first selling channel integration during this session and leave with a working synchronization between their ecommerce platform and accounting system.
We'll use your answers to:
- Configure your workflow before the session
- Map your orders, inventory, taxes, shipping, and accounting processes
- Identify custom requirements and edge cases
- Make the most of your 3-hour onboarding session
After I submit the form, what happens?
We will create a user account for you. We will have a short call to discuss your onboarding questionnaire. We will discuss pairing your selling channels and accounting system.
Who should join the onboarding call?
Anyone that will use Connex, including an accountant or a shipping manager. You need the admin login to your accounting system and selling channels. If you do not have them, please bring the person that has access. If your QuickBooks is hosted on a remote server, please ensure you have admin access.
How long does set-up take?
Set up usually takes 1 - 2 weeks for most of our clients. This includes pairing, implementation and testing.
What should I have ready for onboarding?
Please have administrator access to your ecommerce platform and accounting system available. If someone else manages your IT or ERP, invite them to the first session so we can complete setup more efficiently.