Getting Started
Welcome to Tropic!
This short video walks you through how Tropic works and what to expect during implementation. We recommend watching it first so the steps in your onboarding plan make more sense.
Your Step-by-Step Onboarding Plan
The timeline below outlines your onboarding plan. Use the first grid to kick off setup—connect integrations, upload contracts, and share your purchasing guidelines. The rest of the timeline walks you through setup, testing, and training all the way to go-live.
📌 This Week 📌
Start Here!
Week 2–4
Check In
- Gather purchasing requirements
- Process Mapping for future state
- Best practices review
- Build request form and workflows
Week 5
Quality Assurance
- Stakeholder review
- Communication to announce process
Week 6
Training + Go Live!
- Org-wide training & videos
- Quick reference guides
- Go live!
Additional Resources
Want the Full Implementation Guide?
Looking for a more detailed walkthrough with CSV templates and advanced setup options?👉 Read the Full Onboarding Guide
Want to See Tropic in Action?
Watch our on-demand webinars to learn how other teams are using Tropic.
👉 Browse the Webinar Library
Need Help?
Reach out to your Tropic Implementation Consultant or our Support team.