Onboarding
Recommended steps before rolling out Sequence in Sandbox and Production
Sequence provides a sandbox and production environment so you can go through billing test runs without connecting to your production infrastructure.
https://dashboard.sandbox.sequencehq.com
Production:
https://dashboard.sequencehq.com
The typical implementation timeline is 4-6 weeks. A test billing run can be achieved in less than one week.
Request access
A member from our team will get back to you in under 12 hours.
Account setup
We’ll send you a brief onboarding survey to gather your business information and configure your account.
Integrations & customer import
Import your customer base from your Accounting suite or CRM. Integrate with other tools in your stack.
Usage metric & event setup
If your pricing is usage or seat-based, our technical team will work with you to design metrics and events and ingest a usage data sample. Usage data can be pushed into Sequence via API, Data warehouse or as a csv file.
Create billing schedule
Configure billing schedules for a handful of your customers.
Test billing run
Start billing and review auto-generated in-progress invoices for each of your customers.
Go live
Our technical team will work with you towards a go-live date.
Migration service
If you currently use a billing provider, Sequence will support white glove onboarding of existing pricing plans, subscriptions and customer details onto Sequence.