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PHASE 1: KICK-OFFTOOLS
Subscribe to Email List Subscribe

Upload Logo(s) into Rev.io

View Video

Logo Uploader User Guide

Confirm Client Code

The Client Code is the name for your company in Rev.io.

(ex. clientcode.rev.io)



PHASE 2: GATHERING ESSENTIALSTOOLS
OBTAIN PRODUCT CATALOG

Products in Rev.io

Products in Rev.io Matrix

Product Catalog with Tax Codes

Product Catalog Template
OBTAIN USAGE PLAN/ PLAN GROUPS
Product Groups/Package Download
Usage Rate Deck/Plan Download Template
OBTAIN CDR IMPORTER REQUIREMENTS

CDR Overview

CDR sample, Carrier Documentation & Definitions, and CDR Business Rules

Download - CDR Overview

Download Format

REVIEW DATA MIGRATION REQUIREMENTS
Data Migration ChecklistData Migration Checklist Questions

Review and Complete Data Migration Template

(Full Migration or Shell Migration)

Full Migration Template

Customer Shell Migration Template

Tax Questionnaire

Tax Questionnaire Link
Tax Advisors with Rev.io Experience Tax Advisors W/Rev.io Experience
3rd Party Print Vendors with Rev.io Experience 3rd Party Print Vendors



PHASE 3: BUILDINGTOOLS

CLIENT CONFIGURATION: REV.IO MODULES FOR BILLING

Bill Profile
BillCenter Billcenter.net Configurations User Guide
CLIENT CONFIGURATION: OPTIONAL REV.IO MODULES FOR ENABLEMENT
Email Touchpoint
Rev.io Users
Collections
REV.IO CONFIGURATION
Payment GatewaysClient to provide Payment Gateway Credentials
Payment Methods
Billing Method

Single Format

Double Format

Providers
Service Types

TRAINING

Plan Rev.io Atlanta Onsite Training View Schedule



PHASE 4: PRE-LAUNCHTOOLS
QuickBooks Importer Transaction Pro
Rev.io Client Activation Notification FormActivation Notification Form

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