From signed to live, with a specialist who builds it with you.
After you choose a Flxpoint plan, pick the onboarding that fits your team: a dedicated Senior Product Specialist (SPS) for 60 or 90 days.
Onboarding is a separate, optional purchase. We recommend it for complex setups with multiple suppliers or advanced routing needs.
How the weeks run, plan by plan.
Watch a typical schedule play out week by week, or pick any phase to see what happens and what you leave with.
Timing shown is a typical starting plan. Your SPS confirms the final plan and workshop schedule at kickoff.
What happens after you sign, step by step.
Essential and Premium follow the same steps. Premium gives each one more time and adds custom integration hours.
- SignAgreement signed, account createdAccount Manager
- You sign up through the link we send, which creates your Flxpoint account.
- Service starts 7 days after signing.
- Your Account Manager reaches out as your main point of contact.
- Days 1 to 2SPS assignedSenior Product Specialist
- Your SPS reaches out within 24 hours of being assigned with kickoff date options.
- Before kickoff, they pre-fill your custom project plan from what we covered on the sales calls.
- Week 1Kickoff callSPS + Account Manager
- Introductions and a walkthrough of your products and order flows.
- Review and adjust your custom project plan.
- Set a standing weekly workshop: one hour a week, or two 30-minute sessions.
- Confirm any launch deadlines you’re working toward.
- WorkshopsSources, rules, channels, ordersWeekly workshops
- Connect your suppliers and warehouses and merge their products into your master catalog.
- Set your rules, workflows, mappings and pricing.
- Configure your sales channels and listings.
- Set up order routing, shipping carriers, tracking and your accounting integration.
- Final weekGo-live and handoverSPS + Account Manager
- Go live with the suppliers and channels in your plan.
- Handover call to close open items and confirm your support contacts.
Who does what during onboarding.
Your Senior Product Specialist
Builds your custom project plan, runs the weekly workshops and does the setup work in your plan’s scope.
Your Account Manager
Your main point of contact from signing through go-live, and the person you keep after onboarding.
Your team
Account access, decisions on rules and pricing, and testing before go-live.
Have these ready for kickoff.
The faster we have access, the more of your workshop time goes to building.
- Your supplier list and how each one sends data: file, FTP, email, API or EDI
- Logins or credentials for each supplier feed and distributor portal
- Admin access to every sales channel you plan to connect
- Access to your accounting system or ERP
- Your shipping carrier accounts
- How you route, price and bundle today, even if it lives in a spreadsheet
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Compare onboarding plans side by side.
Both plans give you the same specialist-led setup. Premium adds time, workshops and custom integration hours.
| Plan options & details | Most teamsEssential$4,800A dedicated SPS sets up your sources, channels and rules with you. | Most teamsPremium$9,600Twice the SPS time, 12 weeks, and custom integration hours. |
|---|---|---|
| Where the plans differ | ||
| Dedicated SPS Timeline | 60 days (8 weeks) | 90 days (12 weeks) |
| Training Workshops Included | 8 | 12 |
| Total hours of SPS time | 24 hours | 48 hours |
| Custom integration hours | Not included | Included |
| Included in both plans | ||
| Dedicated Senior Product Specialist (SPS) | Included | Included |
| Custom project plan | Included | Included |
| Initial source and channel configuration | Included | Included |
| Setup your SPS does with you | ||
| Fulfilment Source Setup Assistance | Dedicated SPS | Dedicated SPS |
| Master catalog merging and listing | Dedicated SPS | Dedicated SPS |
| Rule, Workflow, & Mapping Assistance | Dedicated SPS | Dedicated SPS |
| Sales Channel Setup Assistance | Dedicated SPS | Dedicated SPS |
| Accounting Integration Assistance | Dedicated SPS | Dedicated SPS |
| Shipping Carrier Integration Support | Dedicated SPS | Dedicated SPS |
| Vendor Onboarding Consulting (direct vendor communication) | Dedicated SPS | Dedicated SPS |
| EDI / API Integration Consulting & Support | Dedicated SPS | Dedicated SPS |
Data management tasks are outside onboarding scope.
After go-live, you keep the same people.
The person you met at signing stays your point of contact as you add suppliers and channels.
When a supplier changes its feed or you add a channel, you have a team to call.
Visit the help centerFor EDI with trading partners, custom API work or NetSuite and ERP connections, our integration team takes it on.
See Integration ServicesWhere it took us six months to get onboarded with the other company, we were up and running in a week or two with Flxpoint.
Time to get up and running
Onboarding questions
Is onboarding included in my plan, and is it required?
Onboarding is a separate, optional purchase. There are two packages, Essential ($4,800) and Premium ($9,600), each with a dedicated Senior Product Specialist (SPS). It isn’t required, but we recommend it for complex setups with multiple suppliers or advanced routing needs.
What is the difference between Essential and Premium?
Both include a dedicated Senior Product Specialist (SPS) and the same setup assistance. Premium gives you 48 hours of SPS time over 90 days instead of 24 hours over 60 days, 12 workshops instead of 8, and custom integration hours.
When does onboarding start?
Service starts 7 days after signing. Your SPS reaches out within 24 hours of being assigned with kickoff date options.
What is outside onboarding scope?
Data management tasks are outside onboarding scope. For larger EDI, API or ERP builds, our integration team can scope the work through Integration Services.
See how Flxpoint fits the systems you already run.
Bring your vendor list and your channels, and we’ll show you what connecting them looks like.