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This guide walks you through the complete onboarding process to get Buddy configured for your business.

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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)

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Onboarding Steps

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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

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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

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3. Connect Integrations

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
Learn more about Shopify integration →
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
Learn more about QuickBooks integration →
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
Learn more about Slack integration →
You can skip integrations and connect them later from Settings → Integrations.

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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
Learn more about importing data →

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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
Learn more about pricing configuration →

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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
RolePermissions
AdminFull access, manage settings and users
EditorCreate and edit records
ViewerRead-only access

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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