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Webgility Onboarding Professional Services

With a Customer Satisfaction rating consistently at 98% and above, our support team is the best in the industry. Webgility experts know how to optimize your financial data and operational workflows to make selling easier. Our reviews say it all, have a look.

Webgility support

Expert Support

To reach our Support Team, submit a Help Desk request and Support will contact you shortly. Support is available Monday through Friday between the hours of 6:00 a.m. - 6:00 p.m. and Saturday between the hours of 8:00 a.m. and 4:00 p.m., Pacific Time.

Webgility customer success team

Customer Success

Our Customer Success Advisors are experts on Unify features, ecommerce business, and finance. Helping you get Unify Enterprise Edition set up and running for your business is what we do best. Our Professional Services are tailored to your business needs and are designed to make it easier to run your ecommerce business.

Webgility QuickBooks Consultation

QuickBooks Consultation

Our dedicated QuickBooks ProAdvisors are happy to advise you on the best way to use QuickBooks and Unify. What’s more, their insider ecommerce tips and tricks will help you maximize your financial data and improve workflows for your entire business.

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 1 to 2 hours. Time varies based on the complexity of your systems and software.

Training

Get everyone on board

  • Maximize Your Purchase
    We’ll walk you through how to streamline your workflows for your specific business, including posting orders to accounting, tracking and syncing inventory, and processing orders. We also offer training for new team members and refresher training for your staff.
  • Duration
    Approximately 1 to 2 hours. Time varies based on the complexity of your systems and software.

Accounting Consultation

Easy access to expert knowledge

  • Your Personal QuickBooks ProAdvisors
    A Certified QuickBooks ProAdvisor will share tips and tricks on integrating QuickBooks with Unify Enterprise Edition to effectively manage your ecommerce accounting.
  • Duration
    Approximately 1 to 2 hours. Time varies based on the complexity of your systems and software. Available for Unify Enterprise Edition only.
Services reviews
The attitude, availability, and skills of Webgility's customer support team are remarkably strong. I am so glad you guys are out there.
—Irl Cramer, The Alex Cramer Company
Services reviews
Webgility's customer success team showed patience and concern with all issues and questions I had during onboarding.
—Naomi Azeez, Sweet Sunnah
Services reviews
It's been a pleasure working with Webgility. Thank you a million times over for creating software that actually does what you say it will do. And thank you for giving excellent customer service.
—Angie, Sow True Seed