Julep’s Onboarding Process
Conversions & Onboarding in Two Weeks or Less.
Julep’s team of experts make the onboarding and conversion process surprisingly fast, easy, and simple. Given our experience, we have perfected getting customer data uploaded, cleaned, and organized into Julep within two weeks. From the moment we receive your import files, you can count on getting access to your full Julep account in weeks and not months.
Fast, Easy & Accurate Conversions
Fast*
Typically, new Julep accounts are completed and ready for use in under two weeks. On average, it takes nine days to complete a conversion once the onboarding specialist receives your data.
Easy
You send the files. We do the work. Unlike competitors, clients are not expected to convert or import data. Once export files are gathered and sent to Julep, your work is done.
Transparent
Julep is upfront with our pricing. There are no hidden fees or additional costs to convert your data. Learn more about Julep pricing.
Helpful
Clients start with a clean slate when implementing Julep. Our conversion experts help clients streamline and organize data through our automatic hygiene tools.
Safe
There are no worries about losing data or never being able to find something. Every file you send will be imported into Julep. With the help of Julep's dashboards and reports, you often find data insights that you were previously missing.
Accurate
Once your files are uploaded and cleaned, we check the accuracy of the data compared to your original files.
*Conversions depend on size, complexity of data and receipt of import files. Your onboarding specialist will develop a plan once your files are received.
Learn how Julep manages two-week conversions.
Download our 7 Steps to Success Conversion Guide
Clean Up Your Data
While importing your files and building your database, the onboarding team will perform basic data clean-up including:
Automatically de-dupes imports.
Automatically checks for address authentication for free.
Conversion experts work with clients to apply flags, keywords, and attributes to make data more searchable and useful.
The Julep Training Suite
Personalized Trainings: All subscription levels include a personalized welcome training for all members of your organization.
Recorded Webinars: Our most recent welcome webinar recordings are available to all users on our Julep HelpDesk.
Free Webinars: Free monthly webinars are provided to all users for new training or refreshers as well as to highlight new features as they become available.
Customer Support: We’re proud to offer the best customer support in the industry with multiple ways to get help. Learn more.
Create Custom User Groups
& Access Levels
While a member of our team is working to convert your data, we will also prepare access levels and user groups for your organization. Since Julep includes unlimited users, we will work with you to make sure every member of staff, interns, and even volunteers have access to the right tools and features to do their jobs. This protects your database settings and keeps higher level access of your database limited to administrators.