Implementation partners: how our partner directory works

An implementation partner is an independent firm that sets up your business software, moves your data and trains your team. Our partner directory lets you search such firms by country, service, industry and language, and contact them directly.

You can set up Swiftly Workspace on your own. Some businesses would rather hand the setup to someone who has done it before, in their language and their country. This post covers what a partner does, how to choose one, and how the directory and partner-managed billing work.

What an implementation partner does

A good partner also tells you what to leave out. A smaller setup that your team actually uses beats a complete one nobody opens.

How to choose a partner

• They work where you are. Local rules on invoicing and VAT differ, and a partner who knows yours saves you mistakes.
• They speak your team's language. Training sticks better in the language people work in.
• They know your kind of business. An agency, a wholesaler and a construction firm need different setups.
• They are clear about scope. Ask what the setup includes, what you prepare yourself, and how support works afterwards.
• They plan the data move. Ask how they clean and check your records before importing them. Our checklist for switching business software is a useful agenda for that call.

How to search the directory

The directory at /partners lists independent ERP and CRM consultancies who chose to be listed and completed their profile. Browsing it sets no cookie.

1. Search. Type words into the search field; every word must match. To narrow a word to one field, put a scope in front of it, such as city:gent or service:training. The scopes are name:, city:, region:, postcode:, country:, service:, industry: and language:. Put a phrase in quotes to keep it together.
2. Filter. Open Countries, Services, Industries or Languages, tick what you need, then choose Apply filters. Clear filters starts over.
3. Read a profile. Each partner's page has an About section, their Offices, their Coverage and specialisations (where they work, what they do, the sectors they know and their languages) and examples of Their work.
4. Get in touch. If the partner lists an email, choose Contact followed by their name on the profile, then fill in your name, your email, your company if you like, and your message. The partner replies to you directly.

If no partner covers your area yet, you can still get started on your own: the demo company lets you look around before you decide, and our team answers questions through support.

What a partner can set up with you

Much of the work is about your own processes. Typical starting projects include importing your customers and open invoices, as in migrating from spreadsheets, setting up roles for your team, and structuring projects so people can log time from inside a project.

Partner-managed billing

Some partners also look after your subscription. Here is how that works:

• The partner asks. A request appears in the app's subscription settings, saying the partner asks to manage your subscription billing.
• You decide. A member who can manage billing chooses Accept or Decline. Declining keeps billing with you, and the partner can send a new request later.
• While they manage it, your partner pays for your plan and the App Store doesn't charge you. Contact them for plan changes.
• Your data stays yours. Your partner sees none of your data by default. If you add their service user, it becomes an admin member of your workspace and can see your plan, your invoices and what you pay.
• You can end it. Contact support at any time and billing returns to you.

Questions about how it would work for you? Get in touch.

For consultants and firms

If you already set up, migrate or support business software for clients, the directory page has a Become a partner link to the partner program. We are a small team and would rather know our partners well; read more about who we are.

Frequently asked questions

What does an ERP implementation partner do?

They configure the software for your business, move your existing data, train your team and support you afterwards. Many also advise on processes such as invoicing, approvals and time tracking.

Do I need a partner to use Swiftly Workspace?

No. You can sign up and set up your company yourself. A partner is useful when you want help with a data move, training or a setup that fits your local rules.

Can my partner see my business data?

Not by default under partner-managed billing. If you add their service user, it becomes an admin member of your workspace and can see your plan, your invoices and what you pay.

How do I become a listed partner?

Open the directory and follow the Become a partner link. The partner program is for firms that already do implementation, migration, training, consulting or support work for clients.