Customer Onboarding

Client onboarding that doesn't stall on the data.

Most onboardings don't stall because of missing features or slow teams. They stall because getting customer data out of the old system and into yours is painful — and because one engineer owns the whole migration. When they are out, nothing moves.

Micromerce onboarding pipeline: lanes and phases with onboarding counts and MRR per cell

For you if new customers wait on data before they can go live.

Looking for getting data out of a legacy system or moving an acquired customer base?

Where Client Onboarding Actually Stalls

Go-live takes 30 to 60 days. Every week of it costs revenue.

The data moves by hand: CSVs, SQL exports, spreadsheets over email. One slip stalls everything.

Everything waits on the one person who knows the source system.

The customer asks what happens next. The answer lives in one person's head.

Five minutes to see where your client onboarding stalls

The check places your onboarding on one of five stages, from ad-hoc to M&A-ready, and shows which of the four dimensions is holding you back. No call, no calendar.

Start the check

Up to 24 questions · about 5 minutes · free

Micromerce imports on a tablet: import list per customer with status and a detail panel

From closed-won to go-live, step by step

Onboarding Platform

Pipeline, customer portal and health scores in one place. Not five tools.

Data Migration with AI

AI drafts the mapping from CSV, MSSQL or API sources. Your team approves. The import runs.

Experts When You Need Them

50+ projects shipped. Our engineers take the tricky sources and train your team to run without them.

Scalable from Day One

Your team stays the same size. The number of onboardings it runs does not.

What Our Customers Achieve

Go-live in 2–5 weeks instead of 8–12. That's 60–80% faster.

Data migrations that used to take weeks now finish in hours

Implementation costs drop from 35–50% to 15–20% of the deal value

Your team runs more onboardings without hiring — the bottleneck disappears

Micromerce import overview on a desktop screen: one row per customer with import date, status and the transferred datasets
Magicline brand logo

Magicline, the European market leader in gym software, faced similar challenges and was able to achieve the following results by working with Micromerce:

icon check

Micromerce has helped us speed up our customers onboarding by up to 50% and significantly increase data migration quality.

Konstantin Wolkowa

Konstantin Wolkowa

COO - Sport Alliance GmbH

Team work

Connects to the systems you already run

Your CRM, your project tool, your source databases

The onboarding starts from your CRM, the migration reads your source systems, and status arrives where your team already works. Nothing has to move into a new tool first.

Salesforce
Salesforce
Productboard
Productboard
Slack
Slack
Asana
Asana
GitHub
GitHub
Bitbucket
Bitbucket
Jira
Jira
MS Excel
MS Excel
PostgreSQL
PostgreSQL
MS SQL Server
MS SQL Server
Oracle Database
Oracle Database
MongoDB
MongoDB
HubSpot
HubSpot
Zendesk
Zendesk
Amazon S3
Amazon S3
CSV Files
CSV Files
Discover all our integrations here

10,000+ completed
data and process migrations

Data and process experts with various industry experience

FAQs

Manual works — until you need to scale. Micromerce automates extraction, transformation, validation, and import. Your team stops writing throwaway scripts and starts running a repeatable process.

Flatfile handles clean CSV uploads. Micromerce handles the messy stuff: MSSQL, SQL Anywhere, custom APIs, nested hierarchies. If your customers’ data lives in real legacy systems, that’s where we come in.

You could. But a data migration is as much a process challenge as a technical one — validation, approvals, repeatability — and the technical side is full of traps like character-encoding compatibility between systems. It takes many migrations and iterations before a system is truly robust. Micromerce brings the learnings from 10,000+ onboardings and migrations already baked in.

If you run 20+ onboardings a year and data migration is the bottleneck, Micromerce pays for itself fast. Most teams see ROI within the first quarter.

The setup itself takes hours — connecting your tools is what sets the pace, and in our experience it is done in one to two weeks. Your first migration can start on day one; we work alongside your team from the start.

Not necessarily. Those tools manage tasks and timelines. Micromerce handles the part they weren’t built for: getting customer data out of legacy systems, transformed, validated, and imported. Use both together or let Micromerce cover the full process.

Yes – you can configure templates, phases, and tasks to match your current process. You don’t need to reinvent it, just streamline it.

Yes. Micromerce integrates seamlessly with Zendesk, Intercom, Jira Service Desk, and custom setups.

Micromerce go-live readiness: validation heatmap per onboarding entityMicromerce go-live readiness: validation heatmap per onboarding entity