Ready to join the fastest-growing distributors in the industry?

These resources will help you prepare for your transition to commonsku

Choose Your Go-Live Date

Prep Call

30 Mins

Admin / Set-Up

30 Mins

Sales Team Training / Order Process

1 Hour

Production

1 Hour

Finance / Invoicing

1 Hour

Q&A

1 Hour

Sales Power Features

2 Months After Go-Live Date

System Check

4 Months After Go-Live Date

We have an extensive library of Help Articles and How-To Videos in our application to assist your team.

If your team needs to speak with a human, they can reach out to our Success Team through our in-app live chat. We operate Monday through Friday from 9 am - 8 pm EST. Outside of these hours, we have a support email your team can use for emergencies.

Book Your Prep Call

Please contact your Account Rep to book your prep call with our Success Team. During this call we will lay out your training schedule and activate your commonsku account.

Clean Up Your Client Data

Ideally, you should start fresh with a new system. We recommend you take the time to clean up your client data so that only the most accurate and updated information is imported into commonsku.

You can download our template, add your client data, and we'll take care of the rest.

Download Template

Connect Your Accounting

We integrate with QuickBooks (Desktop and Online), Xero, and Netsuite. We integrate Avalara for taxes.

Are you changing to QuickBooks or updating from desktop to online?

Help Article

Set Up Your Online Payment

commonsku integrates with Stripe and CardConnect to allow you to accept credit card payments online directly within a commonsku invoice.

Help Article

Client Communication

Switching over to a new system provides a great opportunity to reach out to your customers to explain these exciting new changes and the benefits to them. Let your clients know about the new presentations and online approval process, or cool new features like Client Portals and Shops.

Communicate With Your Clients

Looking for more resources?

Moving Your Stores to Shops

Ultimately running your stores using our Shops feature will minimize rekeying and create a more streamlined workflow for you and your team.

If you need help moving your stores you can book a Shops Consultation call.

Connecting Your Marketing

Commonsku integrates with Hubspot and MailChimp. You can sync your contacts from commonsku to HubSpot/Mailchimp to send newsletters or enter them into workflows, create campaigns, landing pages, and manage your social media. You will be able to view your campaign activity inside commonsku on the client page.

Customer Stories

Companies who join commonsku benefit not only from great software that dramatically improves their workflow but from ongoing education, events, and peer support.

As you prepare to onboard, you can check out our customer testimonials to hear from other distributors about their onboarding and transition experiences, and how their businesses have changed with the help of commonsku.

Frequently Asked Questions