Getting Started
White-Glove Setup
Prefer we set everything up for you? Here's how white-glove onboarding works.
Let us set it up for you
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 — and hand you a workspace that's ready to run.
What's involved
- 1Tell us about your setup — how you export from Cyncly, and how you invoice in QuickBooks (Desktop or Online).
- 2We build your pipeline and templates to match, including any SKU mappings you need.
- 3We hand it off — you sign in and start converting, with the setup already done.
Get started
Reach out to us to set up white-glove onboarding. We'll get your workspace ready so you can start converting on day one.