Customer Onboarding

Migrating to a new ERP System can be a stressful process. To help new customers in their process, we have a dedicated Customer Onboarding Team to help users get started with ERPNext.

What We Offer

  • Free one on one sessions with ERPNext Certified Consultants

  • Guidance with your business use cases

  • Help with data migration from Tally & Quickbooks

  • Customization suggestions to aid your processes

Number Of Sessions

Monthly Subscription

5 Sessions

Yearly Subscription

As many as you need to go live! (Max:50)

Please Note: Onboarding is only offered for the first 3 months after subscribing.

How Does it Work?

We will identify your requirements and prioritize them to decide session flow. We encourage an Agile way of going live where you take your system live on a per-module or per-phase basis.

You will be assigned an Account Manager who will guide you through this process and will set up a series of sessions to help you understand and use the system. These calls will be done by screen sharing on Zoom or Google Meet. Each call will be roughly 50 mins, followed by a 10 min Q&A. At the end of each call, you will be given a task to be done. The next call will be scheduled after the task is done. The following sessions will be tailored to your speed and capability!

Now all that's left for you to do is clean up your data and go live 🙌

Resources You Can Refer To For Additional Guidance

Our Documentation

Our Tutorial Videos

Our Help Articles

Our Community Forum

Let's Get Started!

We have worked with more than 1000 customers and helped them go live on ERPNext. We know this process works. All it needs is a bit of persistence and work and we ASSURE you that it will be worth it. But nothing worth doing is easy. 😉

Have questions? Email us at