Importing data | Solvimon

Migrating from an existing billing system — whether homegrown or a third-party platform — requires bringing your products, customers, and contracts 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.

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.

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, Salesforce, Xero, NetSuite, Exact, Stripe, and more.

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

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.

See the API reference for the relevant endpoints.