Catalog template reference

Exact columns, allowed values and defaults for the three Configure Catalog templates. Values are case-sensitive and uppercase where shown.

Common rules (all templates)

Download location: Settings → Onboarding → 2. Configure Catalog → section → download icon (Products and Offerings) or Microsoft Excel / Google Sheets and Others (Rates).
Workbook layout: three sheets: Instructions, a data sheet (Products, Offerings or Rates), and Values.
Values sheet: the source for every dropdown and ID lookup, generated from your tenant at download time. Don't edit it.
Golden rules (printed in every template): don't edit or delete column headers, don't edit the Values sheet, and read the Instructions sheet.
Upload: CSV or XLSX, maximum 10 MB. XLSX uploads are read from the sheet with the data-sheet name. Formulas are replaced by their calculated values, and dates become YYYY-MM-DD.
Optional columns: add them as extra header cells using the exact names below. The Products and Offerings templates also include a column for each custom field on that object, headed by the custom field's API name.
Uploads only create records. They never update existing ones.

Products

File: Onboarding - Products Template.xlsx · Sheet: Products · One row = one product

Column	Required	Allowed values	Notes
Product Name	Yes	Any text
Description	Yes	Any text, max 255 characters
Product Type	Yes	`SUBSCRIPTION`, `USAGE`, `ONETIME`, `MIN_COMMIT`, `ONETIME_PREPAID_CREDIT`	Shown as "Subscription", "Usage", "Onetime" and so on in the app
Status	Yes	`ACTIVE`, `INACTIVE`	Only Active products appear in the Offerings template
SKU	No	Any text
Recognition Method	No	`IMMEDIATE`, `STRAIGHT_LINE_EXACT_DAYS`, `STRAIGHT_LINE_EVEN_PERIODS`, `STRAIGHT_LINE_PRORATED_FIRST_LAST`, `STRAIGHT_LINE_PRORATED_PERIOD_RATE`
Recognition Duration	No	Number	Used only for `ONETIME` and `SUBSCRIPTION` products that also have a Recognition Method

Optional columns:

Column	Values	Notes
Custom ID	Any
Finance ID	Any
Tax Item Code	Any
Tax Exempt	Boolean	Defaults to false
Usage Type IDs	Comma-separated IDs, no spaces inside an ID	For `USAGE` products. If left blank, a usage type with the product's name is created automatically (unit "Unit", 0 decimals).
custom field API name	Must match the field's type

Offerings

File: Onboarding - Offerings Template.xlsx · Sheet: Offerings · One row = one product inside an offering

Column	Required	Allowed values	Notes
Offering Name	Yes	Any text	Rows with the same name are grouped into one offering, so names must be unique per offering
Status	Yes	`ACTIVE`, `INACTIVE`	Status and optional fields are taken from the first row of each offering
Product Name	Yes	Dropdown of Active products
Product ID	Yes	Fills in automatically	Looked up from Product Name on the Values sheet
Required	Yes	`Y`, `N`	`Y` = mandatory in the offering, `N` = optional add-on

Products are added to the offering in row order.

Optional columns:

Column	Values	Default / notes
Description	Any
Custom ID	Any
Start Date / End Date	Date	Limits when the offering is available
Type	`SUBSCRIPTION`, `ONETIME`, `MIN_COMMIT`, `CUSTOM_PERCENT_OF_TOTAL`	If blank: `ONETIME` when every product is Onetime or Onetime Prepaid Credit; `MIN_COMMIT` when the only product is a Min Commit product; otherwise `SUBSCRIPTION`
custom field API name	Must match the field's type

Rates

File: Onboarding - Rate Template.xlsx (both buttons) · Sheet: Rates · One row = one price line for one product

Template button	Dropdown behavior
Microsoft Excel	Product Name dropdown is filtered to the selected offering's products (Excel only). For tenants with a very large number of offerings, use the other template.
Google Sheets and Others	Plain dropdowns of all offerings and all their products

Column	Required	Allowed values	Notes
Offering Name	Yes	Dropdown of Active offerings that have products
Offering ID	Yes	Fills in automatically
Rate Name	Yes	Any text
Billing Frequency	Yes	`DAILY`, `MONTHLY`, `QUARTERLY`, `SEMIANNUALLY`, `ANNUALLY`, `CUSTOM`, `ONETIME`
Subscription Timing	Yes	`ADVANCE`, `ARREARS`
Product Name	Yes	Dropdown
Product ID	Yes	Fills in automatically
Type	Yes	`FLAT`, `VOLUME`, `TIERED`, `CUSTOM`, `PERCENT_OF_TOTAL`, `BLOCK`	The pricing model for this line
From	Yes	Integer ≥ 0	Start of the quantity band
To	No	Integer ≥ 0	Leave blank for "and above"
Price	Yes	Number ≥ 0
Currency	No	ISO code from the dropdown (for example `USD`, `EUR`, `GBP`)	Defaults to `USD`

Grouping: rows sharing Offering ID + Rate Name + Billing Frequency + Subscription Timing form one rate. Within a rate, an identical repeated line (same product, type, From and To) is ignored.

Pricing models, per product within one rate:

Combination	Allowed?
A single type (any)	✅
`FLAT` + `TIERED`	✅
`FLAT` + `VOLUME`	✅
`CUSTOM` + anything else	❌
`VOLUME` or `TIERED` mixed with any type other than `FLAT`	❌
Three or more types	❌

Different products in the same rate can use different models. In the tutorial, Analyst Seat uses VOLUME while API Calls uses TIERED.

Optional columns:

Column	Values	Default / notes
Custom ID	Any
Description	Any	Defaults to the Rate Name
Status	`ACTIVE`, `INACTIVE` (and other rate statuses)	Defaults to `ACTIVE`
Billing Frequency in Months	Integer 1–60	A value other than 1, 3, 6 or 12 makes the rate `CUSTOM` with that many months
Usage Billing Frequency	`MONTHLY`, `QUARTERLY`, `SEMIANNUALLY`, `ANNUALLY`
Start Date / End Date	Date
Parent Rate ID	Rate ID
Account ID	Account ID	Makes the rate account-specific; otherwise it's a catalog rate
Quotable	Boolean	Defaults to true
Internal Description	Any
Price Display	`PRODUCT`, `OFFERING`
Min Commit Configuration	`USAGE_PRODUCTS`, `SPECIFIC_USAGE_PRODUCTS`, `EXCLUDE_SPECIFIC_USAGE_PRODUCTS`
Min Commit Configuration - Product IDs	Comma-separated Product IDs
Percent of Total Configuration	`ALL_ELIGIBLE`, `SPECIFIED_PRODUCTS`
Percent of Total Configuration - Product IDs	Comma-separated Product IDs
Revenue Channels	`SALES`, `SELF_SERVICE` (comma-separated)	Defaults to `SALES`