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How to get started with Montonio
Darja avatar
Written by Darja
Updated over 7 months ago

Congratulations on choosing Montonio to enhance your e-commerce business! 🎉

This guide will walk you through the onboarding process, making it easy for you to get started with Montonio's services. Follow these steps to complete the onboarding and unlock the full potential of Montonio for your online store.

Check out the video walkthrough of our onboarding process or simply follow the steps below 👇

Step 1: Sign up

Create an account

Go to Montonio's website www.montonio.com.

Hit the "Get Started" button on the top right of the page to initiate the onboarding process.

Next, you will be redirected to create an account in our Partner System.

Add a business

Add your business: where it is registered, business type, registration code, and legal name. Then after filling in all needed information click "Create account".

Set a password

After creating an account on our website, you will receive an email with a link to set up a password page. This is an important step in securing your account and ensuring that your personal information remains safe.

Step 2: Complete your business info

Once the password is set up, you will be redirected to our Partner System, where more detailed information about your business needs to be filled in. You will see a yellow banner that says to complete your business info.

Add business info

Click on the "Add business info" banner. Then fill in your business information. This includes your business name, address, and contact information. It is important to make sure that this information matches with the local business registry to avoid any delays in the registration process.

Read more detailed instructions here: How to complete your business information

Submission of Documents

Next, you will need to submit the necessary documents for registration. Mandatory is the latest version of your company's registration extract (not older than 6 months).

Scroll to the bottom of the page and upload the mandatory document.

Read more about why we ask for the documents and where to find them in the local business registry here: Submission of documents for registration

Step 3: Store Details

Once you have provided information about your business and uploaded the document, click "Next page".

On the Store page, fill in the mandatory fields. This includes your store name, website, the products you will be selling, and bank details. It is important to fill in all the details accurately to ensure smooth transactions.

Just click the "Edit" button and fill in all the needed information.

Read more in detail here: How to fill in the store details

Step 4: Adding Stakeholders

Once you have finished with the Store details step, you need to add stakeholders such as signatories, and beneficial owners. If you have questions regarding stakeholders and who you should add, read this article here: Who are stakeholders?

Make sure to fill in all the necessary information and choose the appropriate role for each stakeholder.

You can add stakeholders by following the instructions in our article How to add new stakeholders

Step 5: Terms and Conditions

Before you can start using our platform, you will need to accept our terms and conditions. Only the designated signatory can accept these terms on behalf of the business. If you are not the signatory, you can invite them to the platform so they can accept the terms.

You can read more detailed instructions here: Who can accept the terms and conditions?

Step 6: Confirm Business Information

To ensure the security of our platform, we may need to verify your identity. This can be done through various verification methods. Rest assured that your information will be kept confidential.

Click the "Confirm the business info" button at the bottom of the page and choose how you want to verify your identity.

You can read more detailed instructions here: How to verify your identity?

Step 7: Wait for Activation

Well done 🎉

Once you've completed all the steps, you're done!

You have completed all the necessary steps for registering your business on our platform. Now, all you have to do is wait for our team to review your information and activate your account. This process is done manually, so it may take some time. We will notify you by email once your account is activated and you can start using our live API keys and accept payments.

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