Get started
After your free trial, speak with our Sales team and sign your contract to get started. Book your Flightpath Kick Off call, at a time that suits you.
Immediate Access
Receive immediate access to the system, digital onboarding guides, and live chat to begin exploring Unleashed. Set up all your users and start the Unleashed University.
System Set Up
Complete the Kick-off Call with the onboarding team, configure system settings, and import Product, Customer, and Supplier data into Unleashed. A data review call will be provided for support.
Testing & Training
Set up integrations and a testing environment with Onboarders, participate in workflow sessions, and support testing through two progress calls. The wider team is responsible for their own training.
Go Live
Attend a pre-go-live readiness call to ensure you and your system are prepared for the day. You will also have a dedicated Onboarder to help support on the day if needed.
Continued Support
You’ll have two post-go-live calls and continued access to the Onboarding team for between.
Following that, your Onboarder will hand you over to our support and customer success team for ongoing support.
Our support teams are dedicated to giving you the best start with Unleashed, getting your processes and integrations set up, and being on-hand throughout your software for system support and upskilling your team.
Start an account and you’re immediately connected with your personal Onboarder – a dedicated Unleashed expert who’ll work with you before, during and after your go-live to:
Get you and your staff comfortable with the software
Map processes & configure your account
Integrate Unleashed with your other tools
Simply choose an onboarding plan according to the time and training you need. We call the different options FlightPaths, and you can be confident they all share the same phenomenal service – and cost-effectiveness – that make our onboarding and support teams famous.
With some ERP systems you need to employ in-house staff to help you use the software. That’s not how we think SaaS should work!
At Unleashed we have Customer Success teams based in the UK, Australia and New Zealand to ensure you get the help you need, when you need it.
We call our support packages ‘Customer Success Plans’ and you can choose from straightforward support all the way up to premier plans.
Onboarding hands over to Customer Success 2-8 weeks after go-live
Access help by phone, email or live chat
Your business is always changing – and Unleashed’s features and capabilities evolve with you.
Choose a Premier Customer Success Plan and access regular upskilling webinars and masterclasses. Or speak to our Professional Services team about in-person training days and customised sessions.
If you’re considering moving from Spreadsheets to software, we can help.
A practical guide to upgrading your inventory management beyond spreadsheets, including:
Spreadsheets vs software comparison
If upgrading to Unleashed is right for you
What’s needed to be ready for migration
Video tutorials for different workflows, industries, and roles in your business.
Free Unleashed knowledge base with hundreds of step-by-step articles and videos guides.
Short-form video tutorials for all the major works flows help you and your team get set up.
Implementing Unleashed typically takes between 4-6 weeks.
The exact timeframe can vary depending on factors such as business complexity, data preparation, production workflows, integrations, and testing requirements.
Projects that progress most quickly typically have clean and well-prepared data, a dedicated internal project owner, and sufficient time allocated for onboarding activities, testing, and training before go-live.
Contact our team to talk through your current set-up, so you know exactly what to expect and how quickly you could be up and running.
You can also view our onboarding checklist to see what's involved at each stage of implementation and how to prepare for a successful go-live.
The Unleashed implementation process is guided by our Onboarders. You will be guided to:
Set up your system settings
Import product, customer and supplier data
Set up your integrations to ecommerce and accounting software
Then once you’re ready, a go-live call will be held by your Onboarder, to launch the software into your business.
You can use the onboarding checklist to check off items as they’re completed during the implementation process.
Several factors can influence how long implementation takes, including:
Every business is different. Get in touch and we'll talk through your current set-up, requirements and goals, so you have a clear understanding of what your implementation journey could look like.
Customers who onboard most quickly typically:
Taking these steps can help keep your implementation on track and reduce delays. View our onboarding checklist to see exactly what to expect and how to prepare for implementation success.
You can import data - including products, stock levels, suppliers, and customers. Unleashed provides official CSV templates to ensure compatibility and avoid formatting issues.
We recommend that before uploading, you clean your data carefully, check for errors, and format fields like barcodes and phone numbers correctly to prevent import failures.
Unleashed’s support team is available to help you review your data and troubleshoot any issues during import, so you’re never stuck figuring it out alone.
If something goes wrong during go-live, your onboarding team member will be available to support you to troubleshoot and find the solution. You will have post go-live support calls with your Onboarder and access to our support team too.
We recommend that you assign someone to be ‘Project Manager’ for the implementation of Unleashed. Key members of your team such as Operations Manager, Production Manager and Finance Manager should also be involved to understand how to use the parts of the system they’ll be using on a regular basis.
Your team will need to be involved in the data cleansing and imports, attend any relevant training sessions and get involved in testing the system before go-live. We also recommend that they undertake any self-guided learning in the Unleashed University, that would be pertinent to them performing their job role, with the new system.
Training for your wider team will usually be conducted in-house. Unleashed provides a large range of self-guided help on using the system, including the Unleashed University, extensive help guides and videos in the Unleashed Academy.
However if you choose the ‘Full Onboarding’ Flightpath, training for all of your team members will be provided by Unleashed.
At each step of your training and set-up with your Onboarder, they will help you troubleshoot and test your processes are working correctly. Before your system goes live, your Onboarder will have a go-live support call with you, to ensure your readiness and assist with any last-minute questions or issues you have.
Depending on your flightpath choice, you will get between 1-4 post-go-live calls. You will also remain in touch with your Onboarder for 2-8 weeks, before being handed over to your customer success and support team.
If issues arise after launch, you will continue to have access to your Onboarder for 2-8 weeks who will assist you. If the issue occurs after that timeframe, you have access to our detailed help guides, or can contact support via phone, email, or live chat.
The level of support included in the cost of implementation depends on the Flightpath you choose. We have 3 options, self-service, standard and full onboarding. Our page about Flightpaths, provides the full details of what’s included in each Flightpath option, for you to review.
There are no hidden costs for our onboarding flightpaths. The price and breakdown of what’s included in each Flightpath option is available for you to review.
