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
| Role | Permissions |
|---|---|
| Admin | Full access, manage settings and users |
| Editor | Create and edit records |
| Viewer | Read-only access |