White-Glove Setup

If you'd rather not configure pipelines and mappings yourself, we offer white-glove setup. We'll build your conversion exactly the way your business invoices — output format, field mapping, and SKU mappings — whether that's QuickBooks, another accounting or ERP system, or a custom API into software you already run. We hand you a workspace that's ready to run.

1. 1Tell us about your setup — how you export from Design Flex, and where the data needs to land: QuickBooks (Desktop or Online), another system entirely, or your own internal database or API.
2. 2We build your pipeline and templates to match, including any SKU mappings you need.
3. 3We hand it off — you sign in and start converting, with the setup already done.

The same engine that posts to QuickBooks can deliver your converted data almost anywhere — a CSV your system imports, a direct database connection, or a custom API integration. If your data needs to land somewhere specific, tell us — we can design a process for pretty much any system.

Reach out to us to set up white-glove onboarding. We'll get your workspace ready so you can start converting on day one.