# Initial Setup Wizard {% hint style="info" %} **Difficulty:** 🟡 Intermediate · **Reading time:** \~10 min {% endhint %} ## Overview The Initial Setup Wizard runs automatically the first time you log in to SellerMagnet. It guides you through three critical phases: 1. **Welcome Survey:** Personalize your experience 2. **Amazon Connection:** Link your Seller Central account 3. **Account Configuration:** Set currency, VAT, and display preferences Completing all three phases typically takes **5-10 minutes**. After that, SellerMagnet begins syncing your Amazon data in the background. *** ## Phase 1: Welcome Survey ### What It Is The Welcome Survey is a 5-step questionnaire that runs before the main setup. It collects information about your business to personalize the SellerMagnet experience. ### Step-by-Step Walkthrough #### Step 1: Seller Status **Question:** Are you already an Amazon seller? | Answer | What Happens Next | | ------- | ----------------------------------------------------- | | **Yes** | Proceeds to business profile questions | | **No** | Adjusts onboarding to focus on getting started basics | #### Step 2: Business Profile Provide details about your business: | Field | Options | Purpose | | ----------------------- | ----------------------------------------------------------- | ------------------------------------- | | **Monthly Orders** | 0-50, 51-250, 251-1,000, 1,001-5,000, 5,001-20,000, 20,001+ | Determines recommended plan tier | | **Company Size** | Solo, 2-5, 6-20, 21-50, 51+ employees | Helps tailor collaboration features | | **Active Marketplaces** | Checkboxes for 21 marketplaces grouped by region | Pre-selects marketplaces in setup | | **Fulfillment Method** | FBA, FBM, Mixed | Adjusts shipping and fee calculations | **Marketplace Regions Available:** | Region | Countries | | ------------------------ | -------------------------------------- | | **Americas** | US, CA, MX, BR | | **Europe** | UK, DE, FR, IT, ES, NL, SE, PL, BE, TR | | **Asia-Pacific** | IN, SG, JP, AU | | **Middle East & Africa** | AE, SA, EG | > **Pro Tip:** Select **all** marketplaces where you currently sell, even if some are low-volume. SellerMagnet uses this to configure cross-marketplace analytics from the start. #### Step 3: Tool Preferences Tell SellerMagnet which tools matter most to you: | Field | Options | | ------------------------- | --------------------------------------------------------------------------------------------------------------------------- | | **Tools of Interest** | Repricer, Analytics, Review Requester, Listing Optimizer, Product Sourcer, Alerts, Lost & Found, PPC Manager (multi-select) | | **Top Priorities** | Buy Box winning, Margin optimization, Reviews, Reimbursements, PPC (multi-select) | | **Budget Range** | Undecided, 0-49, 50-199, 200-499, 500+ | | **Onboarding Preference** | Self-guided, Guided onboarding, Concierge onboarding | {% hint style="warning" %} **Your tool interest selections influence which features are highlighted in your dashboard.** If you skip a tool here, it will still be accessible but may not appear in your personalized recommendations. {% endhint %} #### Step 4: Advanced Features (Lost & Found & PPC) This step gathers details for two advanced feature areas: **Lost & Found:** | Field | Options | | ------------------------------ | ------------------------------------------- | | **Track Reimbursements?** | Yes (manually), No, Unaware of this feature | | **Estimated Unclaimed Amount** | Dropdown with value ranges | **PPC Advertising:** | Field | Options | | -------------------------- | -------------------------------------------------------------------------------------------------------- | | **Currently running PPC?** | Yes, No, Planning to start | | **Monthly PPC Spend** | Dropdown with spend ranges | | **PPC Priorities** | Multi-select: ACoS (Advertising Cost of Sale) reduction, Revenue growth, Launch campaigns, Brand defense | #### Step 5: Confirmation Review your answers and click **Submit Survey**. After submission, you are redirected to the Amazon Connection page. {% hint style="danger" %} **The survey cannot be retaken after submission.** Double-check your answers on the confirmation page before clicking Submit. If you need to change your responses later, contact support at . {% endhint %} *** ## Phase 2: Amazon Connection (Page 1) After completing the survey, the setup wizard presents a two-page configuration flow. Page 1 handles the Amazon connection. ### Top Bar Navigation The top bar shows a **step indicator** with two steps: 1. **Connect Amazon** (active on Page 1) 2. **Finish Setup** (active on Page 2) A checkmark replaces the step number once a step is completed. The top bar also shows: * **SellerMagnet logo:** Links back to the homepage * **Secure badge:** Confirms the connection is encrypted * **Logout button:** Exit the setup if needed ### Connection Form Fields | Field | Required | Description | Example | | ----------------------- | ----------- | ------------------------------------------------------------------------ | ------------- | | **Connection Name** | Yes | A label to identify this Amazon account (max 36 characters) | "My EU Store" | | **Import Start Date** | Yes | Date picker: SellerMagnet imports historical data from this date forward | 2025-01-01 | | **Primary Marketplace** | Yes | Dropdown: the default marketplace for this connection | amazon.de | | **VAT on Amazon Fees** | Optional | Toggle: enable if Amazon charges VAT on their fees in your region | On / Off | | **VAT Rate** | Conditional | Number input (0-100%): only shown when VAT toggle is enabled | 19 | ### Real-World Scenario: EU Seller Setup **Maria sells on Amazon DE, FR, and IT with FBA:** 1. **Connection Name:** "EU Main Account" 2. **Import Start Date:** January 1, 2025 (6 months of history) 3. **Primary Marketplace:** amazon.de (her highest-volume marketplace) 4. **VAT on Amazon Fees:** Enabled (Amazon charges VAT on fees in Germany) 5. **VAT Rate:** 19% (German standard VAT) ### Clicking "Connect to Amazon" When you click the **Connect to Amazon** button: 1. SellerMagnet validates all form fields. 2. You are **redirected to Amazon Seller Central** (seller.amazon.com or your regional equivalent). 3. On Amazon's page, you log in with your Seller Central credentials. 4. Amazon asks you to **authorize SellerMagnet** to access your selling data. 5. After authorizing, Amazon **redirects you back to SellerMagnet**. 6. SellerMagnet receives the authorization token and begins the connection process. {% hint style="danger" %} **You are authorizing directly on Amazon's website.** SellerMagnet never sees or stores your Amazon login password. The authorization uses Amazon's official SP-API (Selling Partner API) OAuth 2.0 flow with end-to-end encryption. {% endhint %} {% hint style="warning" %} **Do not close the browser during the redirect.** The authorization flow involves multiple redirects between SellerMagnet and Amazon. Closing the browser mid-flow will cancel the process. If this happens, simply start the connection again. {% endhint %} ### Troubleshooting Connection Issues | Issue | Cause | Solution | | -------------------------------- | -------------------------------------- | ---------------------------------------------------------------- | | "Authorization failed" error | Amazon session expired during redirect | Log into Seller Central in a separate tab first, then retry | | Redirect loops | Browser blocking third-party cookies | Enable cookies for sellermagnet.com and sellercentral.amazon.com | | "Connection name already exists" | Duplicate name | Choose a unique name for each connection | | Marketplace dropdown is empty | Network error loading marketplace list | Refresh the page; check your internet connection | | VAT rate not saving | Value outside 0-100 range | Enter a number between 0 and 100 without the % symbol | *** ## Phase 3: Account Configuration (Page 2) After successful Amazon authorization, you return to Page 2 of the setup wizard. ### Configuration Fields | Field | Required | Description | Example | | ------------------------- | ----------- | --------------------------------------------- | ------------------------------ | | **Display Currency** | Yes | The currency shown throughout your dashboard | EUR (Euro) | | **VAT Collection Method** | Yes | How your business handles VAT | "I collect VAT from customers" | | **Firm VAT Rate** | Conditional | Only shown for certain VAT collection methods | 19% | ### Available Currency Options SellerMagnet supports all major currencies. The dropdown displays the currency symbol alongside the full name (e.g., "EUR Euro", "USD US Dollar", "GBP British Pound"). ### VAT Collection Methods | Method | When to Use | | ---------------------------- | --------------------------------------- | | **No VAT** | You are not VAT registered | | **VAT included in price** | Your listed price already includes VAT | | **VAT collected separately** | You add VAT on top of your listed price | > **Pro Tip:** If you sell across multiple EU countries with different VAT rates, select "VAT collected separately" and enter your primary country's rate. You can adjust per-marketplace rates later in Settings. ### Clicking "Finish Setup" When you click **Finish Setup**: 1. SellerMagnet saves your currency and VAT preferences. 2. The data sync process begins in the background. 3. You are redirected to the **post-setup onboarding page**. *** ## Post-Setup: Onboarding Steps After completing the wizard, SellerMagnet shows a guided onboarding page with three steps to help you get productive immediately: ### Step 1: Watch the Overview Video A 3-minute video introduction to the SellerMagnet dashboard. Click the **thumbnail** to open the video player. ### Step 2: Explore Your Products Click the **Products** link to jump to your product catalog. While the initial sync is running, you will see products appearing in real-time as they are imported. ### Step 3: Add Your Expenses Click the **Expenses** link to start entering your Cost of Goods Sold (COGS). Accurate expense data is essential for meaningful profit calculations. {% hint style="warning" %} **Your profit data will be inaccurate until you add expenses.** SellerMagnet calculates profit as Revenue minus Amazon Fees minus Shipping minus COGS (Cost of Goods Sold). Without COGS, your margins will appear artificially high. {% endhint %} ### Skipping the Onboarding If you prefer to explore on your own, click **Skip** in the top-right corner. You can always access the documentation and tutorials from the Help Center in the sidebar. *** ## Data Sync Process ### What Happens During Sync Once you complete setup, SellerMagnet begins importing your Amazon data: | Data Type | Import Order | Typical Duration | | ---------------------- | ------------------------- | -------------------------------- | | **Products & Catalog** | First | 2-5 minutes | | **Orders** | Second | 5-15 minutes (depends on volume) | | **Financial Data** | Third | 5-10 minutes | | **Advertising Data** | Fourth (if PPC connected) | 5-15 minutes | ### Sync Duration Estimates | Order Volume (in import range) | Expected Sync Time | | ------------------------------ | ------------------ | | < 1,000 orders | 5-10 minutes | | 1,000 - 10,000 orders | 10-20 minutes | | 10,000 - 50,000 orders | 20-40 minutes | | 50,000+ orders | 40-90 minutes | > **Pro Tip:** You do not need to wait for the sync to complete. Start exploring the dashboard immediately, data will populate in real-time as it is imported. ### After Sync Completes Once the initial sync is done: * Your **Dashboard** shows full KPIs and charts * **Products** page displays your complete catalog with cost data * **Orders** page shows historical order data * **All tools** are fully operational SellerMagnet continues to sync data automatically every few hours to keep your dashboard up to date. *** ## FAQ
Can I restart the setup wizard if I made a mistake? The setup wizard runs once per project. If you need to change settings after completion, use the **Settings panel** (gear icon in the sidebar) to modify connection details, currency, VAT, and other preferences.
What if I close the browser during Amazon authorization? The authorization will be cancelled. Log back into SellerMagnet and the setup wizard will resume from where you left off. You will need to click "Connect to Amazon" again to restart the authorization flow.
Can I connect multiple Amazon accounts during initial setup? The initial setup wizard connects your first Amazon account. After setup is complete, you can add additional connections from **Settings > Connections** in the dashboard.
How far back should I set the import start date? We recommend **3-6 months** for the initial import. This gives you enough historical data for meaningful analytics without an excessively long sync time. You can extend the date range later from Settings.
What happens if my Amazon account has multiple regions (NA, EU, FE)? Each Amazon region requires a separate connection. Connect your primary region first during the wizard, then add additional regions from **Settings > Connections**.
Is the demo mode available without connecting Amazon? Yes. SellerMagnet offers a **Demo Mode** that lets you explore the full dashboard with sample data. Demo mode is accessible from the login page and does not require an Amazon connection. Demo sessions last 30 minutes.
Why does the setup wizard show two steps instead of the survey? If you have already completed the survey in a previous session, the wizard skips directly to the two-page Amazon connection and configuration flow. The survey runs only once.
***
⚠️ Common Mistakes to Avoid | Mistake | Impact | Solution | | ------------------------------------------ | ---------------------------------------------- | ------------------------------------------------------------------------ | | Setting import start date to years ago | Extremely long sync time (hours) | Start with 3-6 months; extend later if needed | | Choosing the wrong primary marketplace | Default reports show wrong marketplace data | Select the marketplace where you have the most sales volume | | Skipping the VAT configuration | Profit calculations are incorrect | Always configure VAT during setup; EU sellers: enable VAT on Amazon fees | | Closing the browser during Amazon redirect | Authorization fails silently | Wait for the full redirect cycle to complete before navigating away | | Not completing the survey | Dashboard is not personalized to your business | Take the 2 minutes to complete all 5 survey steps | | Selecting wrong fulfillment method | Shipping cost calculations may be inaccurate | Choose Mixed if you use both FBA and FBM |
\## ➡️ What's Next? {% content-ref url="/pages/J1elC3SXHhx2qxhDYKLK" %} [First Steps](/getting-started/welcome/first-steps.md) {% endcontent-ref %} {% content-ref url="/pages/gEHjN0IlyP0zjQ7jBbK4" %} [Dashboard Overview](/dashboard-and-analytics/dashboard-overview.md) {% endcontent-ref %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.sellermagnet.com/getting-started/welcome/initial-setup-wizard.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.