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Customer Onboarding
Step-by-step guide for onboarding a new customer onto the Kaptio platform.
Delivery Team
Updated 2026-03-26
Onboarding Phases
Phase 1 — Discovery
- Kick-off call with customer
- Document current systems and integrations
- Define scope and success criteria
- Agree on timeline and milestones
Phase 2 — Configuration
- Salesforce org setup
- Edge Platform tenant configuration
- KTAPI client provisioning
- Brand and template customization
Phase 3 — Data Migration
- Map source data to Kaptio objects
- Run test migration
- Validate data integrity
- Execute production migration
Phase 4 — Go-Live
- User acceptance testing
- Staff training sessions
- DNS and SSL configuration
- Go-live sign-off