> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.solvimon.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.solvimon.com/_mcp/server.

# Integrations & importing data

Connect Solvimon to the systems you already run, and bring your existing products, customers, contracts, and historical usage into the platform.

---

## Connect your systems

Solvimon integrates with the tools around your billing operation. Each category has its own setup guide:

* [CRM](/integrations/crm) — HubSpot, Salesforce, Attio: sync customers, subscriptions, and quotes
* [ERP](/integrations/enterprise-resource-planning-erp) — NetSuite, Xero, Exact Online, DATEV, and more: push invoices and revenue data to your accounting system
* [Payment service providers](/integrations/paymentserviceproviders) — Stripe and Adyen: collect payment on invoices automatically
* [Email providers](/integrations/email-providers) — Mailgun, SendGrid: deliver invoices from your own domain
* [Data imports](/integrations/data-imports) — Metronome migration and usage event file uploads
* [Data exports](/integrations/data-exports) — Snowflake, BigQuery, S3, and other destinations for your billing data

---

## Import your existing data

Migrating from an existing billing system — whether homegrown or a third-party platform — means bringing products, customers, contracts, and historical usage into Solvimon. There are three ways to do it.

### File imports (Excel / Google Sheets)

For bulk imports in a controlled, reviewable format, Solvimon provides Excel and Google Sheets templates for products, customers, and subscriptions.

![](/_fern-img/6d0526a6883edb72a91513c701f6c761ab6542c3c50aa50a56c8bdc93ec648e9.webp)

**Products** — import your product catalog using the standard product import template. Request it from your implementation manager.

**Customers** — import a customer list with optional settings per customer: tax exemption, parent-child relationships, custom fields. Ask in your Slack channel for the template and guidance.

**Subscriptions** — migrating existing contracts is often the most involved step. Solvimon's team will help you map your current billing agreements — including custom pricing, discount structures, and per-customer tailoring — into standardized pricing plans and a subscription import sheet.

![](/_fern-img/c123a2a2f721bd3d6e24bcc341c2c7321561a0e5f1101371d6ea3151dcdc9a2a.webp)

### CRM and ERP integrations

If your products, customers, or contracts already live in a CRM or ERP, most integrations support a one-time sync to seed Solvimon with your existing data.

Solvimon has out-of-the-box integrations with [HubSpot](/integrations/crm/hubspot), [Salesforce](/integrations/crm/salesforce), [Xero](/integrations/enterprise-resource-planning-erp/xero), [NetSuite](/integrations/enterprise-resource-planning-erp/netsuite), [Exact](/integrations/enterprise-resource-planning-erp/exact-online), [Stripe](/integrations/paymentserviceproviders/integration-stripe), and more.

Don't see your tool? Let your implementation manager know.

![](/_fern-img/8021b914be4ddb128b41846d550c8a3aa12a5a100276622802c097ed181055dd.webp)

### API import

If you're integrating with the Solvimon API for day-to-day operations, you can use the same endpoints to run your initial data migration — customers, subscriptions, and historical usage events included. Historical usage events are ingested through the same [event ingestion API](/platform-guides/meter-and-event-design/usage-events/event-ingestion-api) as live events; send them with their original timestamps.

See the [API reference](/platform-guides/for-developers/api) for the relevant endpoints.