An easier way to get your team started.
Curcle's guided onboarding focuses on what you actually need. We help bring across the right records, set up your workflows and support your team as it gets started.
A simple, supported start
The amount of setup depends on your data and workflows. Here is how we get you moving.
1. Tell us what you need
We talk through how your team works, the records you need and what you want Curcle to do. We agree the scope and price before you commit.
2. Set up Curcle together
We configure your agreed workflows and roles, help bring across the records you need and check the setup with you. Integrations are included where agreed.
3. Get your team started
We introduce Curcle with the training your team needs and support your first live work. If the data move is more involved, we plan it around your operation.
Bring your records across, then check them
The importer handles customers, suppliers and sites, including websites, supplier postcodes and site telephone and mobile numbers. Save a column mapping to reuse, follow batch progress on larger files and run a trial import first: conflicting rows are held for your decision, and a receipt shows what was created.
Company details you enter once are reused across supported screens and documents, and enabled modules and trades shape what your team sees. Curcle can suggest customer and supplier logos from their business website or email domain when available. Logo finding is best effort; an uploaded logo takes priority.
What we'll sort out with you
We keep the setup proportionate. These are the essentials we work through together.
- The workflows and people using Curcle
- The records you want to bring across
- Any integrations or specialist requirements
- Training needs and support contacts
We agree the data checks, timing and any more involved migration or specialist work before it begins.
Review the evidence
Use the published information below for your initial product, security and data review. Further requirements are confirmed during scoping.
Start with the shape of the work.
Tell us what you use today. We’ll map a practical route and confirm the scope before commitment.