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Documentation Index

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The First Steps Onboarding process in Appliance.io guides you through everything you need to get your system up and running — from account registration and onboarding calls to importing inventory, connecting payments, and activating warranties. This streamlined setup ensures your team can start using AIO confidently, efficiently, and without friction.

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📍 Getting Started With AIO

To begin, you’ll walk through the essential setup steps that prepare your account, inventory, payments, and integrations. Each step is designed to get your business fully operational on the platform as quickly as possible. The onboarding roadmap includes:
  1. Registering your account
  2. Completing your onboarding meeting
  3. Importing your inventory
  4. Connecting AIO Pay
  5. Setting up your website
  6. Enabling your protection plan provider
Each section below explains what to expect and how to complete the steps successfully.

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📝 Step 1: Register Your Account

Registration is the first and most important step. It configures your system defaults and personalizes your workspace based on your business details. How to Register:
  • Visit appliance.io
  • Click Get Started
  • Follow the short prompts to provide your business information
Screenshot of 📝 Step 1: Register Your Account in First Steps in Working with AIO 💡 Tip: Enter your details as accurately as possible. You can update anything later, but solid information upfront leads to a cleaner setup and fewer adjustments over time. Once completed, you’ll unlock access to the full platform and can continue through the onboarding steps.

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👥 Step 2: Meet With Our Team

This quick onboarding call connects your business needs with the AIO tools that support them. Think of it as your strategy session — making sure the software is configured to help you work smarter from day one. During this call, you’ll:
  • Chat briefly with our onboarding specialist
  • Share your goals, workflow, and challenges
  • Receive tailored recommendations for your setup
Ready to schedule? Use your onboarding link or reach out anytime — we’re here to help. Schedule a Discovery Meeting with Katie

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📦 Step 3: Import Your Inventory

Importing inventory lets your team start managing products, sales, and workflows in AIO immediately. How to Import Inventory via CSV:
  1. Go to Purchase Orders → Receive Inventory
  2. Select Import by CSV
  3. Set your Stock Location, optional Storage Location, and Item Condition
  4. Upload your CSV
  • Required fields: Model Number, Brand, Quantity, Cost
  1. Validate your import
  • See which models are categorized vs. uncategorized
  1. Fix any flagged items
  • Download flagged list
  • Send to the Skulytics data team
  • Or register models manually
Once complete, your inventory is ready to use. 💡 Tip: Use AIO’s CSV template to avoid formatting issues.

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💳 Step 4: Connect to AIO Pay

AIO Pay is the built-in payment system that helps you get paid faster and manage transactions without jumping between tools. You can use it for:
  • 🛒 Online payments
  • 💸 Consumer financing
  • 🏦 Bank transfers
More payment methods are added regularly — if you need something specific, just ask.

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⚙️ How to Set Up AIO Pay

Screenshot of ⚙️ How to Set Up AIO Pay in First Steps in Working with AIO
  1. Go to Settings → Payment
  2. Click Register for AIO Pay
  3. Have these details ready:
  • Business Name & Address
  • EIN & Tax ID
  • Bank Account Information
Once submitted, verification typically takes a few hours.

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🌐 Step 5: Website Build

Launch a modern, fully integrated website in minutes — no coding required. Your AIO-powered site can:
  • 💳 Accept payments
  • 🚚 Integrate with delivery automation & scheduling
  • 🏷️ Sync with digital price tags
  • 🛒 Display beautiful product catalogs
Every tool connects seamlessly, giving your customers a clean shopping experience.

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🛡️ Step 6: Protection Plans

AIO removes all manual work from warranty activation. When your protection plan provider is connected, new plans are automatically transmitted as soon as an order is placed. We currently support:
  • Mulberry
  • CPS (More coming soon!)

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How to Connect Your Provider:

  1. Go to Integrations
  2. Toggle on your provider
  3. Enter your Private Key and Public Key
  4. Send your rep’s email to help@appliance.io
That’s it — your plans will sync automatically.

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No Provider Yet?

We’ll set you up during onboarding. A rep will help you:
  • Create your account
  • Walk through setup
  • Provide required API keys
We handle the rest, so your team doesn’t have to.

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📞 How to Reach Our Support Team

Have a question or want help troubleshooting? We’re always close by. Check out our quick support video inside the app to see all the ways you can reach us — chat, email, meetings, and more.

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📂 Existing Customer Directory Import

If you already have a customer list, you don’t need to retype anything. Simply email your CSV to help@appliance.io and our team will upload it for you. You’ll receive a confirmation once it’s complete. Easy. ✅

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🎉 You’re All Set!

Once you’ve completed all these steps, you’re ready for Settings Configuration — the part where you fine-tune the platform to match your workflow. This one-time setup is the foundation for everything you’ll do in AIO. You’re only a few clicks away from running your business with a streamlined, fully integrated system. Settings Configuration