Initial setup checklist
The recommended order of operations to get a new Fiddle account production-ready.
Updated June 20, 20261 min read
Follow these steps in order. Each one builds on the last, so working top-to-bottom avoids rework.
1. Foundation
- Complete your company profile and defaults.
- Set up your locations / warehouses so stock has somewhere to live.
- Configure measurement units and document numbering.
2. Core data
- Import your items, customers, and suppliers — or add a few by hand to start.
- Set reorder points on key items so you get low-stock alerts.
3. Connect your tools
- Connect your first integration (sales channel, accounting, or shipping).
- Confirm the initial sync looks right before relying on it.
4. Run a test of the core loop
Before going live, run one transaction end-to-end with real data:
If the stock numbers move the way you expect at each step, you’re ready to invite the rest of your team and go live.
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Set up your account and company profileConfigure your company details, units, and preferences before you add data.Import your dataBulk-import items, customers, and suppliers from a spreadsheet.Connect your first integrationConnect a sales channel, accounting tool, or carrier and verify the first sync.
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