Most ERP migrations die in the middle. Ours is a guided wizard — every step has a template, a bulk import with a progress bar, and a verify checklist. You always know what's done and what's next.
Each step takes minutes, can be skipped and revisited, and tells you exactly how to double-check the data landed right.
Name, logo, timezone, the letterhead that prints on your POs and invoices. ~5 minutes.
POs, invoices and statements send from your mailbox. Pick your provider — Gmail/Google Workspace, Microsoft 365/Outlook, GoDaddy, Yahoo, Zoho, or any SMTP host — the server settings fill themselves, and a one-click test email proves it works.
Paste your Stripe key (exact click-path shown) so customers can pay invoices by card, and fund your shipping balance so the first label prints without a detour.
Roles and permissions per person; everyone gets a secure one-time setup link. Two-step verification is standard for every user.
Conditions, categories and subcategories (paste pairs or import CSV), manufacturers, warranties — plus customer & vendor types, terms and payment methods, set up before the imports so records land complete.
One CSV builds your whole bin layout. Warehouse ZIPs power closest-warehouse order routing from day one.
Keep your account numbers from your old system. One import creates accounts, heals sub-types, and posts opening balances as a single balanced entry — safe to re-run.
Bulk import with duplicate detection, or update-on-match to enrich existing records. Marketing categories come along for the ride.
The full catalog — costs, prices, weights, images — imported in one pass with a live progress bar. 6,000 products land in about 15 seconds.
Load real on-hand counts (serialized or not) so day one matches the shelf — or start at zero and receive through POs.
Connect each marketplace and link the listings you already have — the system adopts them, prices and quantities intact. Nothing changes on day one, nothing duplicates, and only new orders import. Then flip the switch.
Go-live adopts your existing listings at their current prices and quantities. Your channels don't feel the migration.
Duplicates skip, updates match, balances true-up. A stumble never means starting over.
Each step shows progress, errors with line numbers, and a verify checklist. The wizard knows what's left.