Onboarding guide | Solvimon

Setting up Solvimon typically takes 2–6 weeks depending on pricing complexity and the number of custom contracts. The steps below must be completed in order — each one depends on the previous.

1. Usage meters

Define what usage you’re measuring before anything else. Meters are the foundation — product items and pricing rules reference them.

Via API: POST /v1/meters, POST /v1/meter-values, POST /v1/meter-value-calculations Via Desk: Usage metering → Meters → New meter

2. Product catalog

The product catalog defines what you sell. Product items map to invoice line items. Usage-based items link to a meter value calculation from Step 1.

Via API: POST /v1/product-categories, POST /v1/products, POST /v1/product-items Via Desk: Products & plans → Product catalog → New product

3. Pricing plans

Pricing plans are versioned templates that define the price per unit, billing period, and which products are included. Create a plan, then create a version with your billing configuration and pricing rules.

Via API: POST /v1/pricing-plans, POST /v1/pricing-plan-versions, POST /v1/pricings Via Desk: Products & plans → Pricing plans → New pricing plan

4. Customers

Create customers individually via the API, import them in bulk via spreadsheet, or sync them from a CRM integration.

Via API: POST /v1/customers then POST /v1/customers/{ref}/activate Via Desk: Customers → New customer

5. Subscriptions

Subscriptions link a customer to a pricing plan and define the billing terms (currency, period, start date). Before creating subscriptions, configure at least one billing entity under Settings → Billing entities — it’s required for invoice generation.

Via API: POST /v1/pricing-plan-subscriptions/init Via Desk: Customers → select customer → Subscriptions → New subscription

6. Ingest usage events

You can start ingesting events as soon as meters are configured and customers exist — this step doesn’t have to wait until everything else is done. Events are matched to billing periods based on their timestamp.

Via API: POST /v1/ingest/meter-data Via Desk: Usage metering → Events → New event (for manual entry and backfills)

7. Invoicing

Once customers have active subscriptions, Solvimon automatically generates invoices at the end of each billing period. No additional setup required.

Via API: GET /v1/invoices Via Desk: Invoicing → Invoices