Before You Begin
Have the following ready:- Your company information (name, address, contact details)
- Access to your Shopify and/or QuickBooks accounts (if connecting)
- Customer and product data files (if importing from spreadsheets)
Onboarding Steps
1. Account Creation
1
Sign Up
Visit app.usebuddy.io and create your account
2
Verify Email
Click the verification link sent to your email
3
Create Organization
Enter your company name to create your organization
2. Business Profile
Answer a few questions to help Buddy configure the best experience:- Business type: Wholesale distributor, manufacturer, etc.
- Industry: Food & beverage, apparel, general merchandise, etc.
- Volume: Approximate number of customers and products
- Current tools: What systems you currently use
3. Connect Integrations
Shopify
Shopify
Click Connect Shopify and authorize access in Shopify. Once connected:
- Products sync automatically (including variants and images)
- Customers sync with their addresses
- Orders from Shopify appear in Buddy
QuickBooks
QuickBooks
Click Connect QuickBooks and authorize through Intuit. Once connected:
- Customer accounts sync between systems
- Invoices created in Buddy appear in QuickBooks
- Payment status stays synchronized
Slack
Slack
Click Connect Slack and select a channel. Once connected:
- Receive notifications for new orders
- Get alerts for items needing review
- Stay updated without checking Buddy constantly
You can skip integrations and connect them later from Settings → Integrations.
4. Import Your Data
If you have existing data not in a connected system:1
Prepare Your File
Export your data as CSV or Excel (.xlsx). Ensure headers are in the first row.
2
Upload
Go to Customers or Products and click Import
3
Map Columns
Match your spreadsheet columns to Buddy fields
4
Review & Import
Preview the data and click Import to complete
5. Configure Pricing Tiers
If you offer different pricing to different customer groups:1
Create Tiers
Go to Settings → Pricing Tiers and create tiers (e.g., Wholesale, Distributor)
2
Set Discounts
Configure the default discount percentage for each tier
3
Assign Customers
Assign customers to appropriate tiers from their profile
6. Invite Your Team
1
Go to Team Settings
Navigate to Settings → Team
2
Invite Members
Click Invite Member and enter their email
3
Assign Roles
Select their role: Admin, Editor, or Viewer
You’re Ready!
Your Buddy account is now set up. Here’s what to explore next:Process Orders
Create orders manually or via email
Set Up Email Forwarding
Automatically create orders from PO emails
Understand Data Reviews
Learn how to handle items needing attention
Configure Warehouses
Set up multi-location fulfillment