# Welcome to CrushSuite Compliance {% hint style="info" %} CrushSuite Compliance connects your wine compliance infrastructure with Shopify's checkout natively. Your customers never leave your Shopify store, and you can legally sell and ship wine direct-to-consumer without needing Shopify Plus. This section of the knowledge base will get you from app install to first successful order. Most wineries complete the full setup in about an hour. {% endhint %} ### Your Setup Path Setup happens in three phases. Plan for 45 to 75 minutes end to end, depending on how much of your Vinoshipper and licensing setup is already in place. #### Phase 1 — Before You Start (about 5 minutes) Get CrushSuite installed and connect it to the system that holds your compliance data. 1. [Installation & First Login](/docs/compliance/getting-started/installation-and-first-login.md) — install from the Shopify App Store, approve permissions, log in 2. Then choose one: * [Connecting Your Vinoshipper Account](/docs/compliance/getting-started/connecting-your-vinoshipper-account.md) — if you use Vinoshipper * [Self-Compliance Setup](/docs/compliance/getting-started/self-compliance-setup-without-vinoshipper.md) (Without Vinoshipper) — if you manage compliance yourself You'll know Phase 1 is complete when CrushSuite shows either a "Connected" status for Vinoshipper or a successful self-compliance configuration. #### Phase 2 — Configure (about 30 to 45 minutes) The bulk of the setup work. These steps configure CrushSuite for your specific winery, your licensed states, and your Shopify theme. Do these in order. Each step builds on the one before it. 1. [Configuring State Shipping Rules ](/docs/compliance/getting-started/configuring-state-shipping-rules.md)— which states you can ship to 2. [Setting Up State Alcohol Fees](/docs/compliance/getting-started/setting-up-state-alcohol-fees.md) — per-state fees that appear at checkout 3. [Configuring Your Shipping Profile ](/docs/compliance/getting-started/configuring-your-shipping-profile.md)— real-time carrier rates 4. [Setting Up Shopify Sales Tax](/docs/compliance/getting-started/setting-up-shopify-sales-tax.md) — tax collection for each selling state 5. [Setting Up Pre-Checkout Requirements](/docs/compliance/getting-started/setting-up-pre-checkout-requirements.md) — age verification and address validation 6. [Setting Up Your App Embeds ](/docs/compliance/getting-started/setting-up-your-app-embeds.md)— the compliance UI on your storefront Reference material (optional, read when you need it): * [Understanding State DTC Shipping Laws](/docs/compliance/getting-started/understanding-state-dtc-shipping-laws.md) — background on the regulatory landscape if you're new to DTC #### Phase 3 — Verify You're Live (about 10 to 15 minutes) Confirm everything works before you drive real traffic. → [Go-Live Checklist](/docs/compliance/getting-started/go-live-checklist.md) This is the most important step in the entire setup. We've seen clients pass every in-app check, feel confident they're done, and then discover a problem on their first real customer order. The Go-Live Checklist covers a full test order end to end, including verifying the order syncs to Vinoshipper. Don't skip it. *** ### Using Vinoshipper or Going Self-Compliance? Most clients use CrushSuite with Vinoshipper. Vinoshipper handles state licensing, regulatory filings, and fulfillment coordination, and CrushSuite connects that to your Shopify checkout. If you manage your own compliance and licensing without Vinoshipper, CrushSuite also supports that path. You'll enter your compliance data directly in the app. → [Self-Compliance Setup](/docs/compliance/getting-started/self-compliance-setup-without-vinoshipper.md) (Without Vinoshipper) *** ### Quick Links by Role **Winery owner setting up for the first time:** Start with Phase 1 above. **Agency or developer setting up on behalf of a client:** Same path. Just make sure you have the client's Vinoshipper API keys and Shopify admin access before you begin. **Existing client coming back for a specific task:** Jump directly to the section you need. * [Managing Products](/docs/compliance/managing-products/how-product-sync-works.md) * [Storefront & Checkout](/docs/compliance/storefront-and-checkout/how-pre-checkout-compliance-works.md) * [Orders & Fulfillment](/docs/compliance/orders-and-fulfillment/how-order-sync-works.md) * [State Compliance Reference](/docs/compliance/state-compliance-reference/how-the-state-compliance-engine-works.md) * [Troubleshooting](/docs/compliance/troubleshooting/vinoshipper-connection-issues.md) * [FAQs](/docs/compliance/faqs/general-faqs.md) *** ### Something Not Working? If a step in this guide isn't behaving the way it describes, check Troubleshooting first. The most common setup issues are covered there with specific fixes: * [Vinoshipper Connection Issues](/docs/compliance/troubleshooting/vinoshipper-connection-issues.md) * [Product Sync Errors](/docs/compliance/troubleshooting/product-sync-errors.md) * [Customer Compliance Check Failures](/docs/compliance/troubleshooting/customer-compliance-check-failures.md) * [App Embed Not Displaying](/docs/compliance/troubleshooting/app-embed-not-displaying.md) If you're still stuck, we're here to help. Reach out at [crushsuite.com/contact](https://crushsuite.com/contact) and we'll jump in. --- # 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. 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