Webgility Professional Services

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

Onboarding Package

Get started with Unify

  • Installation and Setup
    Our Customer Success Team will connect Unify 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 the Advanced level and above, we’ll connect Unify Enterprise Edition to your shipping processors to print shipping labels. We can also move Unify Enterprise Edition to another computer and set up new store connections.
  • Duration
    Approximately 45 minutes to 2 hours
    Available for Unify Enterprise Edition and Unify

Training

Get everyone on board

  • Maximize Your Purchase
    We’ll walk you through best uses for Unify 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 Edition

The Team

Allegra

Allegra

Tyler

Tyler

Namit

Namit

Suyash

Suyash

Chris

Chris

Stephanie

Stephanie

Shahji

Shahji

Puneeth

Puneeth

Aaron

Aaron

Colin

Colin

Rafael

Rafael

The Alex Cramer company-Webgility customer review
Rafael's business process advice, along with Webgility's deep capabilities, have saved me many hours of drudgery.
— Irl Cramer, The Alex Cramer company
myblackseed-Webgility customer review
Namit showed patience and concern with all issues and questions I had during onboarding.
— Naomi Azeez, Sweet Sunnah