FAQs

Frequently Asked Questions

What can I expect from the implementation process?

You'll begin your implementation through our onboarding process, where we will collect information about your business logic and determine what data will be integrated between systems. When you're ready, you'll be assigned an Integration Specialist and Project Success Manager, who will work with you and your team to design and build your integration, provide product training, and guide you through the testing phase. Once you and your Team are ready, we'll migrate your integration to production, train you to use our Client Portal, and introduce you to our Support Team.