The onboarding process is created to ensure a smooth start and to maximize the efficiency of your experience, the onboarding process is designed to direct you through setting up your account with fundamental configurations. 

Onboarding Steps

Step 1: Select Sales Channel/Marketplace

Begin by connecting the sales channel or marketplace where you sell. This allows MapMyChannel to access and sync your existing sales data.

Actions: Select your sales channel from the list and authorize access by entering your credentials.

Step 2: Select ERP/ Fulfillment Partner

Step 3: Point of Contact Details

A Point of Contact (POC) is the person responsible for managing this integration. They act as the primary contact for any updates, issues, or important notifications, ensuring smooth communication and timely resolution. You can choose your preferred mode of contact based on your convenience—Email, Phone, or WhatsApp—and you may select multiple options if needed.

Note: If you prefer WhatsApp, please provide your WhatsApp-enabled contact number.

Step 4: Field Mapping

Field mapping is required to ensure that data from your sales channel is correctly understood and processed by your fulfillment partner or ERP system.

Different systems often use different names, formats, or values for the same information. Without mapping, this mismatch can lead to errors or failed integrations.

For example:

• Shipping Method (Fulfillment Partner):
  Your sales channel might use terms like “Express Delivery” or “Standard Shipping”, while the fulfillment partner may expect specific codes like “EXP” or “STD”. Field mapping ensures the correct shipping method is recognized and fulfilled properly.
• Payment Method (ERP like NetSuite):
  A sales channel may record payments as “COD”, “Prepaid”, or “UPI”, whereas the ERP requires predefined categories. Mapping aligns these values so financial records are accurate.
• Tax Method (ERP):
  Tax structures may differ between systems (e.g., GST breakdowns vs. internal tax codes). Mapping ensures taxes are recorded correctly for accounting and compliance.

Step 5: App Settings

App Settings allow you to control how the application behaves according to your business needs. These settings define default rules and behaviors such as how data is synced between systems, how integrations are managed, and how notifications are delivered. By configuring App Settings, you ensure the system operates consistently and automatically follows your preferred workflow without requiring manual changes each time. App Settings may vary depending on the sales channel, ERP, or fulfillment partner to accommodate different system requirements and workflows.

Step 6: Integration Checklist

This page provides a checklist of essential configurations that sellers must complete to ensure smooth operation of the integration between their sales channel and ERP or fulfillment partner for order, inventory, and tracking synchronization. It also acts as the final step of the onboarding process, guiding sellers on the next steps needed to begin processing real-time updates for orders, inventory, and tracking, ensuring the integration runs effectively. After completing this page, you will be redirected to the app dashboard.

Tips for Successful Onboarding

• Prepare Credentials: Keep login details and permissions ready before starting.

• Customize Early: Configure key settings upfront for smoother operations.

• Support Available: Reach out if you need help during onboarding.