Actions & Action Templates
Inviting New Users
Partnership Billing Settings
Setting Billing Address
Single Sign-On (SSO)
Terms of Service
Check Order Status
Packing Slips - Buyers
Sending Test Orders
Signing Up As A Buyer
Syncing Order Updates
Connecting Your Platform
Fixing SKUs in Scientific Notation
How to Set Up Pricing
Marking Products Active
Seller Quickstart Guide
The 4Ps of Seller Onboarding
Building API Integrations
Connecting through EDI
Connecting through SFTP
Connecting through Web App
Getting Started with the Buyer API
How Inventory Sync Works
Integrating your CRM
Supported Connection Methods
Updating Shipping Information
Downloading EDI Files related to Purchase Orders
How to Resend an Advance Ship Notice
How to Resolve " Your SFTP user requires delete permission on your SFTP server."
How to Resolve "Already Processed Files"
How to Resolve "Unable to access your SFTP server"
How to Resolve "Your SFTP user requires read permission on your SFTP server"
How to Resolve "Your SFTP user requires write permission on your SFTP server."
Updated by Kyle Tymoszewicz
Step One: Select Web App
Once you have entered your Company Name and Website, you will be able to choose your Company type (Buyer or Seller) and your Platform.
Confirm your Company type (Buyer or Seller) and then select the Convictional Web App as your integration method.
You will then be prompted to confirm your company information is correct.
After confirming, you will enter the Convictional Web App. This view will contain specific steps that enable you to begin trading with your partners.
Step Two: Continue Onboarding
Sellers will have to complete the following steps:
Buyers will have to complete the following steps:
Both company types can complete optional steps:
- Inviting Team Members
- Modifying Company Settings
Step Three: Begin Trading
After completing all required steps, you are now ready to begin trading!