We firmly believe that great communication and collaboration are the keys to a successful onboarding process. To ensure we kick things off on the right foot, we kindly request your assistance in preparing a few important items before our upcoming Settings call. These are the building blocks of a fantastic onboarding experience, and your cooperation will play a huge role in making it a success!
Prepare Your Data
Data migrations are one of the most critical aspects of the transition to SimpleConsign and any delays in communication can greatly set back your Go Live date. To ensure a smooth transition of your data over to SimpleConsign, please designate a point of contact who is familiar with your previous system to review and discuss the data with our Data Migration Specialist.
We’ve seen the most success from customers who choose to start fresh or only migrate essential, relevant data. Over time, old systems tend to accumulate errors, duplicates, or outdated information. Beginning with a clean data set streamlines the migration process and allows you to avoid carrying over any potential inaccuracies. Start thinking about what data you want to bring over to SimpleConsign. We can migrate the following types of data:
Complete the SimplePay Application
As a reminder, SimplePay, our integrated credit card processing system, is a requirement of using SimpleConsign. If you haven’t already, please complete your SimplePay application and order your credit card processing terminal. It’s important that this step is completed as soon as possible to allow enough time for delivery and set up of your terminal prior to your Go Live.
Ensure Hardware is Compatible and Prepare Photos
Please carefully review our System and Hardware Requirements. While SimpleConsign supports a selection of different receipt and label printers, it’s important that you check that your device is compatible with our software - including the model, cord type, and DPI. Please come prepared with photos of your hardware (top, bottom, and back of the machine) so we can verify the compatibility. Make sure the label information, cords, and cord ports are visible. It’s important to note that SimpleConsign will support hardware up until the manufacturer’s service and support discontinuation date. If you have a label or receipt printer that’s more than 5 years old or is near that age, we highly recommend purchasing a new one to mitigate any potential end of life and software compatibility issues.
Get Started with SimpleACH*
Discover the convenience of SimpleACH, our cutting-edge automated payments solution tailored for consignors. ACH payments provide a streamlined, secure, and economical means of transferring funds across bank accounts to payout your consignors. Say goodbye to cumbersome paper checks as SimpleACH provides same-day settlement and significant cost savings.
To begin setting up SimpleACH, please follow the instructions in this Help Center article. For more information on the benefits of using SimpleACH, please refer to our blog post.
*SimpleACH is available for Standard and Professional plans only, and is available once your free trial expires. If you would like to get started sooner, please reach out to your sales rep.
Throughout your onboarding journey, you’ll have the pleasure to engage with several members of the SimpleConsign team. Each individual serves a unique role in this process and will use their expertise to create a smooth experience for your business.
Your time to value when joining SimpleConsign is of the utmost importance to our team. We’ve found that 45 days is the ideal timeframe to fully onboard new SimpleConsign customers that are transitioning over from a previous software system. This period allows ample time for all parties to coordinate credit card terminal order and delivery, configure your settings, educate your staff on the software, complete the data migration, and install all necessary hardware components. With open communication and mutual responsiveness, we’ll hit this target and have your business reaping the benefits of SimpleConsign in no time!
Below you’ll find a detailed outline of the onboarding process from our calls together to the early steps you and your team will take to get up and running with SimpleConsign. In between each step, we highly encourage you to familiarize yourself with the software and leverage our SimpleConsign Help Center (more detail in the ‘Resources’ section) for how-to’s, best practices, and useful tips.
In this meeting, our Data Migration Specialist will extract and ask questions about the data from your previous system. The goal of this meeting is to understand your data and see how we can map it over to SimpleConsign prior to the Go Live date. Following the data pull, our Data Migration Specialist will run a test migration to ensure accuracy. If you haven’t already, please schedule your Data Pull meeting here.
After running the test data migration, your Onboarding Specialist will guide you through a data review to make sure everything looks good and if any changes need to be made. After you’ve signed off on the data, we will schedule your final migration.
During the final migration, your Data Migration Specialist will officially upload the data into your site. This will typically happen during a time when your store is closed or not very busy to avoid disruptions. It’s important to note: You do not need to be present for the final migration. Your Onboarding Specialist will follow up with you once the final migration is complete.
During your scheduled Hardware Installation Meeting, a member of our Technical Support Team will assist you with connecting and configuring your credit card terminal(s), along with any label, tag, or receipt printers, to your computer to ensure everything is set up to work properly with our software. Prior to the meeting, please ensure that all devices are unpacked and that the necessary cables are properly connected to your computer. Once setup is complete, we will guide you through a series of tests to confirm that all hardware is operating correctly. If you haven’t already, please schedule your Hardware Installation Meeting here.
Note: If you are currently using your hardware with a previous system, we recommend completing the setup just prior to going live with your new system.
Additionally, if your final data migration has not yet been completed, any transactions entered into the system will be removed once the migration is finalized.
Once all training sessions have been completed, your hardware has been installed and tested, your data has been successfully migrated, and you feel confident using the system, you are ready to go live with SimpleConsign—congratulations on reaching this important milestone!
No formal meeting is necessary at this stage, but we’ll follow up to help answer any remaining questions and ensure you have the support you need moving forward.
In this meeting, our Data Migration Specialist will extract and ask questions about the data from your previous system. The goal of this meeting is to understand your data and see how we can map it over to SimpleConsign prior to the Go Live date. Following the data pull, our Data Migration Specialist will run a test migration to ensure accuracy. If you haven’t already, please schedule your Data Pull meeting here.
After running the test data migration, your Onboarding Specialist will guide you through a data review to make sure everything looks good and if any changes need to be made. After you’ve signed off on the data, we will schedule your final migration.
During the final migration, your Data Migration Specialist will officially upload the data into your site. This will typically happen during a time when your store is closed or not very busy to avoid disruptions. It’s important to note: You do not need to be present for the final migration. Your Onboarding Specialist will follow up with you once the final migration is complete.
During your scheduled Hardware Installation Meeting, a member of our Technical Support Team will assist you with connecting and configuring your credit card terminal(s), along with any label, tag, or receipt printers, to your computer to ensure everything is set up to work properly with our software. Prior to the meeting, please ensure that all devices are unpacked and that the necessary cables are properly connected to your computer. Once setup is complete, we will guide you through a series of tests to confirm that all hardware is operating correctly. If you haven’t already, please schedule your Hardware Installation Meeting here.
Note: If you are currently using your hardware with a previous system, we recommend completing the setup just prior to going live with your new system.
Additionally, if your final data migration has not yet been completed, any transactions entered into the system will be removed once the migration is finalized.
Once all training sessions have been completed, your hardware has been installed and tested, your data has been successfully migrated, and you feel confident using the system, you are ready to go live with SimpleConsign—congratulations on reaching this important milestone!
No formal meeting is necessary at this stage, but we’ll follow up to help answer any remaining questions and ensure you have the support you need moving forward.
Our Technical Support Team is here to lend a helping hand! They will be your best resource for hardware, software functionality, and billing questions or issues. For training-related inquiries, feel free to reach out to your Onboarding Specialist. Support can be reached in any of the following ways:
*Emergencies include any critical issue that is preventing you from accessing SimpleConsign or is preventing you from making sales. Non-emergencies will be addressed the next business day.
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Images courtesy of Painted Tree, Darling x Dashing Boutique, and Trove. If you're interested in sharing images from your store, please email us at marketing@simpleconsign.com, we love featuring our customers on our site. By submitting your photos, you agree to their use as marketing collateral.
