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Guided Trial FAQs

What is the Connex Guided Trial?

The Connex Guided Trial is a guided implementation experience for mid-market ecommerce brands. It’s designed to connect real ecommerce and accounting systems so you can see how Connex works in your live environment.

This is not a plug-and-play sandbox or demo.

Who is the Guided Trial for?

The Guided Trial is best for ecommerce businesses that:

  • Generate $2M–$10M+ in annual revenue

  • Manage meaningful order volume across one or more sales channels

  • Are experiencing accounting, reconciliation, or month-end close challenges

  • Depend on accurate, synced data across finance and operations

  • Are involved in implementation or decision-making

  • Are ready to connect real ecommerce and accounting systems

 

Who is the Guided Trial not a good fit for?

The Guided Trial is likely not a fit if you:

  • Are under $2M in annual revenue

  • Are only researching or casually comparing tools

  • Aren’t feeling accounting or reconciliation pain yet

  • Aren’t responsible for implementation

  • Are looking for a quick or lightweight setup

Connex becomes most valuable as ecommerce complexity increases.

What does the Guided Trial include?

The Guided Trial includes:

  • A guided setup designed for real production use

  • Connection of ecommerce and accounting systems

  • Accurate data mapping for orders, payouts, inventory, and fees

  • Setup completed in 30–60 minutes for most teams

What is the Guided Trial not?

The Guided Trial is not:

  • A demo environment

  • A “click-around” sandbox

  • A low-commitment experiment

Connex delivers value after setup is complete.

What support is available during the trial?

If you qualify for a Guided Trial, you’ll receive:

  • Clear setup guidance

  • Help if you get stuck

  • A realistic view of how Connex works in your environment

If Connex isn’t a fit, we’ll tell you quickly.

Is the Guided Trial right for early-stage businesses?

If you’re early-stage or casually exploring tools, the Guided Trial may feel heavy — and that’s intentional.

The teams that get the most value are actively fixing real operational or accounting problems and are ready to implement now.

 

Who gets the most value from Connex?

Connex is best for ecommerce brands actively fixing accounting and reconciliation issues — not early research.

What do I need to start the Guided Trial?

You’ll need access to your ecommerce platform and accounting system so real data can be connected during setup.

 

Connex has been a huge time-saver for us. Having our financial automated is invaluable."

Dave Lavigna, Founder, Sound Parcel

FAQ

Why partner with Connex Ecommerce?

Trusted by Leading Integration Partners: With a proven track record and endorsements from reputable integration partners, including ShipStation, Shopify, and Amazon among others, Connex Ecommerce stands as a trusted solution in the e-commerce ecosystem. 

Cutting-Edge Features: Our platform boasts class-leading features, including a powerful Rules Engine, two-way sync capabilities, robust data and analytics tools, and seamless integrations with the most popular sales channels and marketplaces. Coupled with a user-friendly interface, Connex Ecommerce offers enterprise-grade functionalities with a 100% money-back guarantee. 

What are the benefits of a partnership with Connex?

When you partner with Connex everyone wins. Your clients get added value from our products and you get a referral fee. In fact, some of our partners have been able to increase their sales due to their partnership with Connex. 

Can you tell me about the benefits of using Connex for QuickBooks?

Absolutely! Connex for QuickBooks offers several key benefits:

  • Automated Accounting Tasks: It simplifies e-commerce management by automating crucial accounting tasks, thereby saving you time and effort.
  • Accuracy and Efficiency: By automating accounting tasks, it reduces the risk of human error, enhancing the accuracy and efficiency of your accounting processes.
  • Comprehensive Business Overview: Provides a unified view of your e-commerce and QuickBooks data, facilitating informed decision-making and increased profitability.
  • Cost Reduction: Helps in cutting costs by automating accounting tasks and minimizing errors.
What are the different tiers of partnerships and how much is the referral fee?

 

Partner Program Tiers: 

Reseller/VAR/MSP: If your core business involves reselling services or providing advanced managed services, our Reseller/VAR/MSP program is tailored for you. Depending on your sales volume, earn commission rates ranging from 10% to 20% of the annual agreement's first-year sale. Additionally, certified partners have the option of either reselling our program of training, implementation/onboarding, and managed services, or at the discretion of Connex Ecommerce the reseller may at their prevailing rate offer training, and managed services, ensuring a seamless experience for clients.  

Commissions are earned by the number of customers closed per month based upon annual agreement signed.   

Tier 1:  0-10 Customers per month 

10% of the annual sale first year, payable after 90 days upon payment in full by end user customer.  

Tier 2: 11-20 Customers per month 

15% of the annual sale first year, payable after 90 days upon payment in full by end user customer. 

Tier 3:  21+ Customers per month 

20% of the annual sale first year, payable after 90 days upon payment in full by end user customer. 

 

Connex Ecommerce Partners have the option to resell training, implementation, and managed services. 

Certified Connex Ecommerce Partners will have the flexibility to either resell or create their own onboarding, training and their own managed services options to at their billable or managed services rates independently of Connex Ecommerce. Certified Partner’s will be denoted in our partner portal as having extensive training and capabilities to resell and  best support clients. 

What is Connex for QuickBooks?

Connex for QuickBooks is a comprehensive cloud-based integration solution that links QuickBooks Online or Desktop with major e-commerce platforms like Amazon, Shopify, Walmart, and more, including ShipStation. It automates the synchronization of orders, inventory, customers, and products, streamlining e-commerce management and saving valuable time.

What is the Connex Inventory Planner?

The Connex Inventory Planner is a data analytics tools for ecommerce businesses selling on Shopify, Amazon, ShipStation, and other popular marketplaces. It provides a dashboard and actionable items for your clients to help them manage their inventory and maximize sales from their bestsellers without overstocking. 

What are next steps if you want to partner with Connex?

Please contact our sales team:

Our hours are M-F 9 am - 7pm EST. Please contact us at: (781) 330-0737 ext 3, email us at sales@connexecommerce.com, or click here to schedule a demo.