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Set Up Your Company in the First Hour

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Overview #

This guide takes you from a new account to a complete company profile, a product catalog and your team on board. With your documents at hand, it takes about an hour, and AI does most of the typing.

A complete profile makes your company easier to find in search and gives the rest of ScopeMatch, from supply lists to Network Analysis, accurate data to work with.

Before You Start #

  • A brochure or company presentation as a PDF, or your company website address.
  • Your product catalog as a PDF, Excel or CSV file.
  • Certificates, insurance certificates and audit reports you want to show on your profile.
  • The email addresses of colleagues you want to invite.

Steps #

Step 1: Create your account and company #

Sign up at app.scopematch.com, verify your email and accept the Terms of Service. ScopeMatch then looks for your company: claim it if it is listed and unclaimed, ask to join if a colleague already claimed it, or create a new company.

Learn more: Onboarding

Step 2: Choose how to start #

Pick a paid plan, start the 7-day demo workspace to try the paid features with sample data, or continue on Free with your own data. You can upgrade at any time.

Learn more: 7-Day Demo Workspace, Tiers and Features

Step 3: Fill your profile with AI #

On your company profile, select Fill profile with AI and upload your brochure or enter your website address. Review each fact AI found, then add it to your profile.

Then complete what is still missing, starting with locations, contacts, certifications and company values.

Learn more: AI Catalog Parsing, Company Profile

Step 4: Add your products #

  • Products you sell go in your Product Catalog. Use Import with AI to read your catalog file, Bulk Upload for a CSV or Excel file, or add products one by one.
  • Products you buy go in your Product Directory, added the same way.

Learn more: Product Catalog, Product Directory

Step 5: Upload your documents #

Add certificates, insurance certificates and audits to your profile so partners can see them. Free includes 5 profile documents, Basic 20, Pro 50 and Premium unlimited.

Step 6: Invite your team #

In Settings, invite your colleagues by email. Free includes 1 user, Basic 4, Pro 10 and Premium unlimited.

Step 7: Check your Home Dashboard #

Open the Home Dashboard and look at Profile Strength. It shows how complete your profile is and what to fill in next.

Learn more: Home Dashboard

Tips #

  • Start with AI, then edit: reviewing is faster than typing.
  • Add every operating location; supply lists and maps use them to validate where you ship from.
  • Keep certificates current so partners always see valid documents.

What’s Next #

Need help? Contact us at helprequest@scopematch.com.

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