Getting ready to implement and get trained!

Frequently Asked Questions

How long does it take to implement and go live? 

For an out-of-box BackOffice solution, the time taken to ‘Go Live' varies between 3-4 weeks. For solutions with multiple customization's and external dependencies and integrations, the time taken would increase on the basis of the complexity of the customization that varies from three (3) months to 12 months to rollout. 

GreeneStep recommends to go live in a progressive manner and go-live with out-of-box first and take each customization as a separate project and implement the same. 

What is the mode of implementation? 

We implement GreeneStep remotely and have experience doing so for over 15 years. Training on how to use the solution is done remotely using the customers' sample data.

How to access Help Center?

Customers can also access this Help Center online 24x7.  There are certain advanced user guides available at the HELP CENTER, for which a customer must request exclusive log in details.

Please email your HELP Center request to Here customers can search for any GreeneStep product features, How to do guides and other help manuals. 

In case you did not find the required or relevant articles or help manuals, please do email us at with the document required (a procedural document, or a training document or a process document or how to use document or any help on navigation etc., we will create the same for you and send it across.

Can reports be customized to suit specific needs?

Yes, reports can be customized for an additional fee to suit specific business needs. The GreeneStep out-of-the-box solution has over 150 default reports across modules pre-build and standardized as per US Business Requirements.

Can you bring in historical legacy data?

Yes we can bring in historical data when you migrate to GreeneStep.

Product Master and Link to Images Repository, Customer Master, Prospect Masters, Supplier / Vendor Master, Chart of Accounts, Inventory Stock / Quantity Opening Balances, AP and AR Opening Balances.

Also we custom import : All Open Sales Orders and Sales Quotes, Credit Orders and Credit Quotes, All Open Purchase Orders (Not Received/Not Invoiced) and Debit Orders, Supplier Part Numbers, Customer Part Numbers.

Existing Sales Invoices and Purchase Invoices will be imported as LEGACY Data only for future reference and will not impact Customer/Supplier Balances. 

We help to do the above from pre-formatted excel spreadsheets that you need to provide. Please ask for the standard templates from our Support and Implementation Team.

Do customers have access to their data files if hosted?

Yes. Customers have access to data and they can choose where a copy of the database can be securely stored as a backup.

How safe is my data if hosted? 

The Hosted data is very safe and secure. The servers are housed in Phoenix NAP with multiple layers of Physical as well as computing security. We offer 99.9% of uptime with our hosted solution. Similarly have a separate data center in Canada.

What IT infrastructure is required? 

Laptops or Desktops with a good internet connection is all it takes to use our hosted solution. One can also access GreeneStep using a smart phone / tablet device. Kindly review the System Requirements article to know more about the System Requirements for an On Premise setup.

How to access your Support portal?

Customers can have multiple users access to GreeneStep Support Portal for which the customer must be on Remote Maintenance Support.

Customers can log in with their email IDs and password to create a support task. For access to support login, please email your request to