Client Onboarding Portal

An integration portal for distributors that centralizes initial account setup, catalog synchronization, and data validation in a single flow.


The problem

Each new Rapidlister client required between 5 and 8 business days to complete the manual setup of their account, involving email exchanges, spreadsheets, and phone calls. Errors in SKU uploads and a lack of standardization caused delays in going live.

The approach

We designed a self-service onboarding portal that guides the distributor step by step: from linking their ERP to defining minimum stock rules. The flow includes real-time validation of uploaded data and a preview of the synchronized catalog before activation.

The implementation

A standard connector was developed for the most widely used ERPs in Argentina (SAP, Oracle, Microsoft Dynamics), and a 4-step wizard was created: company data, ERP connection, category mapping, and alert configuration. Each step shows progress indicators and allows errors to be corrected without restarting the process.

The result

Onboarding time was reduced to an average of 2 business days. The error rate in initial inventory uploads dropped by 73% during the first three months. Distributors can start operating with their B2B channels on the same day they complete the wizard.

Supporting material

  • — SAP connector technical document (version 2.1, 14 pages)
  • — Recording of the wizard demo with a real distributor (22 min)
  • — Metrics report: error reduction and activation time

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