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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.
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.
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.
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.
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
Webgility's customer success team showed patience and concern with all issues and questions I had during onboarding.
—Naomi Azeez, Sweet Sunnah
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