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Onboarding

A new trading partner, live in 2–4 weeks — with named engineers guiding every step.

From your welcome email to trading-partner go-live, Comparatio’s setup process moves through six clear steps: network access, a lightweight server install, a short capability survey, and configuration, implementation, and testing you can see coming.

  • 2–4 weeks per trading partner
  • ~100MB Windows service install
  • Named engineers guide every step

How it works

Six steps, one trading partner live

Every onboarding follows the same path, from the first email to go-live.

  1. 1

    Welcome email

    Onboarding begins with a welcome email that introduces your named Comparatio engineers and lays out what’s next.

  2. 2

    Network access provisioning

    We provision the network access your account needs before any install begins.

  3. 3

    Server install

    A lightweight Windows service, about 100MB, installs on your network and runs close to your ERP.

  4. 4

    Boarding request forms

    A short two-question capability survey — the boarding request form — captures what each trading partner needs from the setup.

  5. 5

    Configuration, implementation & testing

    Your engineers configure the connection, implement it, and test it against real transaction data before anything goes live.

  6. 6

    Trading partner go-live

    Once testing and certification are complete, the trading partner goes live — typically 2–4 weeks from the welcome email.

What to expect

What the 2–4 week window covers — and what moves faster

The standard timeline covers enrollment, testing, and certification for a new trading partner — and with 5,000+ trading-partner maps already built, many partners need no new build at all. Some things move faster than a full setup.

2–4 weeks per trading partner

The standard timeline for a new trading partner, covering enrollment, testing, and certification.

24-hour new document type support

Need a document type your setup doesn’t cover yet? Support for it is added within 24 hours.

Same-day map updates

Existing trading partners get map updates the same day — no new project required.

FAQ

Setup, in practice

How long does it take to set up a new trading partner?

A typical trading partner is live in 2–4 weeks, including enrollment, testing, and certification. The six-step process — from your welcome email through go-live — moves at that pace because most of the window is verification against your real data, not manual rebuild.

What does the server install involve?

Setup includes a lightweight Windows service, about 100MB, installed on your network. It runs close to your ERP, and installation happens early on, right after network access is provisioned.

What is the boarding request form?

It’s a short capability survey — just two questions — that captures what each trading partner needs before configuration begins.

What happens if we need a new document type, or a partner changes their map?

New document type support is added within 24 hours. For existing trading partners, map updates land the same day, with no new project required.

See what your trading-partner setup would look like.

Walk through the six-step process with a named engineer — network access, server install, and the boarding form that gets your first partner started.