Onboarding Questionnaire

Please complete this questionnaire as soon as possible — the information you provide will allow us to begin setting up your system immediately and keep your project on track for a timely go-live.

Company Name *

Address *

Company Phone *

Main Contact Person *

Email *

Phone/Whatsapp *

User Info

Upload an Excel or CSV file with the full name, email address, phone number, and job position for each user who will need access to the system.

Company Logo

Trial Balance

Upload an Excel or CSV. Please note this will need to be resubmitted closer to your go-live date to reflect the most current figures.

AR & AP

Upload an Excel or CSV. Please note this will need to be resubmitted closer to your go-live date to reflect the most current figures.

Inventory

Upload an Excel or CSV file with any available product details such as product name, SKU, selling price, cost price, quantity on hand, and unit of measure. Please note this will need to be resubmitted closer to your go-live date to reflect the most current figures.

Contacts

Please attach an Excel or CSV file containing your contacts list. Include the following where available: company name, contact person, email address, phone number, and mailing address. Note that this should cover both your customers and vendors.

Submit