Onboarding and migration.

The target is 2 to 3 days, depending on how much history you bring and how complex your setup is: products, counterparties, routes and base currency.

Yes. Start with new deals on day one and upload your history in batches whenever you are ready. The Granel team helps with field mapping during onboarding.

With the CSV/Excel importer: you map the columns in your file to the deal fields (customer, supplier, product, quantities, buy and sell prices, dates…) and every batch is validated before it is committed. Customers, suppliers and products that do not exist yet can be created automatically. With one row per deal, cost lines are not imported: you complete them afterwards on each deal. If your history lives in a projections Excel with one deal sheet per deal, the importer reads each sheet with its cost lines and shows its margin next to Granel's before importing.

Migration never touches your spreadsheet or your current system: it works on copies. You can keep running both in parallel until you have signed off your first month-end in Granel.

No. Onboarding is designed for trading and operations people, not IT. If you do have an internal technical team, they can connect their own tools through the read-only API included in Growth and Enterprise.

Launch includes email support with business-hours response times. Growth and Enterprise get a named contact for onboarding and a 14-day review to tune configuration, alerts and reports.

Yes. There is onboarding material inside the app — tooltips, templates, short videos — and, on plans with priority support, training sessions built around your own workflows.