# How it works

> We import your line, accounts, open orders, set up roles, train your team and buyers, and run your private Samplyn instance. Who does what, step by step.

Page: https://samplyn.com/how-it-works
Updated: 2026-11-12

There is no self-serve signup and no blank screen. Every client gets its own private instance, set up by us with your line, your accounts and your open orders already in it.

## Step by step

1. First call. We: Learn how your team works today: the line, the buyers, the factories, the warehouse, and what you keep in your ERP. You: Walk us through a normal week, and tell us where it hurts.
2. Import. We: Bring across your styles and photos, your accounts and buyers, and your open orders, from spreadsheets or exports of the systems you use. You: Send the files you have. You do not clean them up first.
3. Configure. We: Set up your roles and who sees money, the default owner of each workflow step, your points of measure presets, your workspace name and logos. You: Decide who owns what. We bring a starting point from a business that runs this way every day.
4. Invite and train. We: Invite your team first and train each role on the parts it uses; then invite your buyers, each scoped to their company and divisions. You: Choose which buyers go first.
5. Run. We: Run your instance, wire your integrations and the API, answer the phone, and keep shipping releases. You: Run your business in it.

## What comes across at import

- Your styles, with their photos and attributes
- Your lists: the current line, line sheets and the pricing each one shows
- Your accounts, the buyers at each one and the divisions they buy for
- Your open purchase orders, with their size grids
- From spreadsheets or exports of the systems you use today, as they are

## Your own private instance

Each client runs on its own deployment with its own database. Your line, your buyers and your orders never share a database with another company's.

After the first call, you get logins to demo.samplyn.com, a sample company to click through on your own before you decide.

---

Book a demo: https://samplyn.com/demo. Every page: https://samplyn.com/llms.txt.