The Onboarding Checklist
To complete onboarding to Syncware, you’ll need to follow the steps within the Onboarding Checklist. You'll need to complete each step in the Onboarding Checklist for each system you intend to sync.
Completing the Onboarding Checklist
- Add Integrations - Simplify your multi-channel business with the ability to add integrations once your account has been created. For example, you can integrate your orders, inventory, and ERP or accounting systems all in one place.
- Map Workflows - Visually setup and connect workflows by selecting actions for each integration. Easily drag and drop actions for each system. For example, import orders, export orders, export shipments, import shipments.
- Configure Settings - View and select system specific settings to curate your data. To learn more about common settings for the systems you're integrating to, refer to the Integration Guides.
Next Steps
Once your Onboarding Checklist is complete, be sure to verify your integrations and actions by Exporting an order. We recommend verifying one order through your workflow to ensure your systems are running end-to-end.