Setup
Back to topCompany Data
We import your company's data for CRM, Accounting and inventory.
Logo Upload
If you have existing artwork you wish to use inside and outside of WinWeb, we will import, resize and display your artwork. On your Invoices, Sales Orders, Purchase Orders and Quotations. If you change your artwork, we change it too.
Data Import
Any data you deliver to us in a .csv format will be imported by us into your WinWeb system. We even assist in finding the data you already have in your existing software.
Bank Connect
Connecting your WinWeb Accounting to your bank has never been easier. WinWeb imports CSV data from your bank directly to Accounting.
Document Setup
All your external documents, like invoices, Sales Orders, Purchase Orders and Quotations will be setup for you. We make sure your branding is consistent and visible to all your clients and prospects.
User Setup
We setup your team members to provide the access they need. We allow the necessary rights and ensure that your data remains confidential.