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.
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.
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.
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.
