Migration guide
Candid Wholesale to Crate
Candid is a standalone wholesale platform with its own product catalog. Crate gives buyers the same branded ordering on the catalog you already keep in Square, Clover or Shopify.
The short answer
- Candid Pro is $219/month billed monthly, or $179/month billed annually, with one user. Each extra user is $50/month.
- Crate Growth is $80/month for up to 50 active buyers, with standing orders, invoicing and unlimited team seats.
- Your Square, Clover or Shopify catalog syncs in, so there is no second product list to keep.
Contents
Why switch to Crate
- Lower bill, every month. Crate Growth is $139 a month under Candid Pro billed monthly, and $99 under its annual rate.
- Add your whole team free. Candid Pro includes one user and charges $50 a month for each extra one. Crate has no seat limit on any plan, so sales, packing and accounts staff can all sign in.
- Start from Square or Clover. Candid's direct store connectors are Shopify, Squarespace and WooCommerce. Crate also syncs Square and Clover, so product edits start where your staff already make them.
- Standing orders and roaster tools. On Growth, buyers set, skip and pause weekly, 14-day or 28-day orders. Roast weekdays, cutoffs and a production sheet are built in.
When staying put is fine: Candid is fine if you sell through an outside sales-rep or agency team and need its rep management, which starts on Complete at $719/month.
Cost: Candid Wholesale vs Crate
| Plan | Price |
|---|---|
| Candid Pro (1 user, orders up to $1.5M/year) | $219/month ($179 billed annually) |
| Candid Complete (5 users, sales-rep management, orders up to $5M/year) | $719/month ($599 billed annually) |
| Candid Unlimited (no order volume cap) | Priced on request, contract terms |
| Candid extra user (Pro and Complete) | $50/month each |
| Candid card payments (US) | 2.9% plus 30 cents on Pro, 2.9% plus 15 cents on Complete |
| Crate Starter (up to 20 active buyers) | $50/month |
| Crate Growth (up to 50 active buyers) | $80/month |
| Crate Plus (more than 50 active buyers) | $150/month |
How to switch
- 01Bring your products. Connect Shopify, Square or Clover and your catalog syncs. No store? Upload a product spreadsheet.
- 02Upload your customers. Upload the customer CSV in any column layout. Each account needs a business name and an email. Set payment terms, such as Net 30, as you import.
- 03Set prices. Recreate your price lists and customer prices. Send us your export and we will help.
- 04Invite buyers. Run both tools side by side until prices check out, then invite each buyer to their portal.
What to export from Candid Wholesale
| Data | How to get it |
|---|---|
| Products | Products, Upload Product CSV, Update Products, Download Your Items. Or skip it: connect Square, Clover or Shopify and the catalog syncs. (source) |
| Customers | Candid's help center covers customer uploads but shows no customer export, so ask Candid support for a CSV of your accounts. (source) |
| Orders | Orders page, then download the CSV. Use Search & Filter to pick a date range. (source) |
Keep in mind: Keep the order CSV for your records. Crate starts new order history from your switch date. If outside reps work your accounts, add them as Crate team members before you invite buyers.
Send us your Candid Wholesale export
Upload your customer list and we will help set up prices before your buyers move.
14-day free trial. No credit card required.
Sources
- 1. Candid plans and rates
- 2. Candid: update products with a CSV
- 3. Candid: upload your customer list
- 4. Candid: export orders to CSV
- 5. Candid integrations
Based on published information on the review date. Plans change, so check with the provider.