Webgility Professional Services

Our experts will help you make the most of Unify Enterprise and your e-commerce accounting.

Onboarding Package

Get started with Unify Enterprise

  • Installation and Setup
    Our Customer Success Team will connect Unify Enterprise to your online stores and accounting platform. We’ll even configure the store profile to work with your business and accounting settings, including how transactions are recorded and mapping products and inventory between your online store and accounting software.
  • Additional Setup
    If you have purchased Shipping or have the Premium level and above, we’ll connect Unify Enterprise to your shipping processors to print shipping labels. We can also move Unify Enterprise to another computer and set up new store connections.
  • Duration
    Approximately 2 hours
    Available for Unify Enterprise and Unify

Training

Get everyone on board

  • Maximize Your Purchase
    We’ll walk you through best uses for Unify Enterprise in your day-to-day operations, including posting orders to your accounting software, syncing inventory, and processing orders. We also offer training for new team members and refresher training for your staff.
  • Duration
    Approximately 1 hour. Purchase additional hours as needed
    Available for Unify Enterprise and Unify

Accounting Consultation

Easy access to expert knowledge

  • Your Personal QuickBooks ProAdvisors
    A Certified QuickBooks ProAdvisor will share insider best practices on integrating QuickBooks with Unify Enterprise to effectively manage your e-commerce accounting.
  • Duration
    Approximately 2 hours. Purchase additional hours as needed
    Available for Unify Enterprise

Unify Services

Get the most out of your solution

  • A Little Help Goes a Long Way
    While Unify is designed to be a self-service system, just having a person there with you to double-check your work can be empowering and assuring. After purchasing Unify, if you're not totally confident about your setup, we offer Unify onboarding services through the customer portal.
  • Duration
    Purchase hours as needed
    Available for Unify

The Team

Allegra

Allegra

Tyler

Tyler

Namit

Namit

Andrew

Andrew

Chris

Chris

Stephanie

Stephanie

Mayur

Mayur

Shahji

Shahji

Puneeth

Puneeth

Aaron

Aaron

Colin

Colin

Rafael

Rafael

If you are not QuickBooks-savvy and want an easy way to keep your books up to date and accurate, get this service. You'll be amazed. Set-up took about 20 minutes and then I was on my way to taking care of business. I highly recommend this service!

- Richard, www.phoenixapothecary.com

Keep doing this: Chris "LISTENED" to my needs and filled them. He did not enter the meeting with an objective. He listened first. I like that. In doing so, he quickly helped me and the call was brief and to the point. Good job Chris.

- Joseph, www.teolawki.com

Andrew is great though! He called me back when I had a question about a stumbling block.

- Giella, www.giella.com

Namit was very helpful and patient throughout the entire process. Chris was also very helpful on QuickBooks issues. Very happy with the level of service.

- Roger, www.amchem.com