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Step 1: Create Your Account

  1. Visit app.usebuddy.io and click Sign Up
  2. Enter your email address and create a password
  3. Check your inbox and click the verification link

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Step 2: Set Up Your Organization

After signing in, you’ll be guided through a brief setup:
  1. Enter your company name
  2. Answer a few questions about your business
  3. Choose which integrations to connect (optional)
You can skip integrations during setup and connect them later from Settings.

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Step 3: Add Your Data

Choose how to populate Buddy with your data:

Connect Integrations

Data syncs automatically from Shopify, QuickBooks, etc.

Import Files

Upload CSV or Excel files with your existing data

Manual Entry

Add customers and products one at a time

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Step 4: Process Your First Order

1

Navigate to Sales Orders

Click Sales Orders in the sidebar
2

Create New Order

Click New Order in the top right
3

Select Customer

Search for and select a customer (their pricing tier applies automatically)
4

Add Products

Search for products and set quantities
5

Save

Click Save to create the order

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What’s Next?

Full Onboarding Guide

Detailed walkthrough of all setup steps

Customer Management

Learn how to manage customer accounts

Email PO Processing

Set up automatic order creation from emails

Data Reviews

Understand how to resolve data quality items