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Typical Implementation Process

  • Step 1

    Upon Sign Up

    Complete Initial Kick Off Call with your Customer Success Team

  • Step 2

    Credentials and Process

    Integration Requirements and Credentials are Finalized

  • Step 3

    Configuration

    Configuration of our connectors will be made to your specific needs

  • Step 4

    Testing

    Testing and Sign off of your integration

  • Step 5

    GO LIVE

    Go Live with your implementation

  • ONGOING

    Monitoring and Support

    We’ve got your back! We’re here to help with issues, changes or other items in your project that need your attention.