To help you get up and running we are offering scheduled on-boarding slots for new customers. This approximately 45-minute slot will be conducted by a Tradebox support agent and is designed to cover the initial setup of the program, as well as any questions you may have. And, like all our support, it's free!
A working knowledge of Sage 50 is advisable if you're using Tradebox to integrate with Sage; if you are new to Sage you’ll need to have set up your Sage company and it’s worth taking some time to familiarise yourself with the basics of nominal codes, customers, banks and products before starting with Tradebox.
If you're integrating with Xero, you'll need to have your company set up and you'll need your Xero login details to hand. Tradebox is a Windows desktop application, click here for the system requirements.
To book an on-boarding slot, please visit https://calendly.com/tradebox/tradebox-onboard.