Configure Product Catalog

Set up the products, offerings and rates your customers buy.

Your Product Catalog is the list of products you sell, the offerings (bundles) customers buy, and the rates (prices) for each offering. Setting it up well is the most strategic part of onboarding to MonetizeNow. Do it together with Product, Marketing and the MonetizeNow team.

This page is the starting point. Pick the guide that matches what you need right now:

I want to…Read
Understand how to design products, offerings and ratesDesigning your product catalog
Load a catalog for the first time, step by stepUpload your first catalog
Roll back an uploadUndo a catalog import
Move a finished catalog from Sandbox to ProductionPromote a catalog to Production
Look up a column, an allowed value or a ruleCatalog template reference

At a glance

  • Where: Settings → Onboarding → 2. Configure Catalog.
  • Who: users with the Tenant Admin or Billing Admin role.
  • Order matters: Add Products → Create Offerings → Price Offerings. Each template is built from what already exists in your tenant, so download each template after the previous step has been uploaded.
  • Files: CSV or XLSX, up to 10 MB. For XLSX, keep the worksheet names from the template (Products, Offerings, Rates).
  • IDs fill in automatically: in the Offerings and Rates templates, choose a name from the dropdown and the matching Product ID or Offering ID fills in from the template's own Values sheet. You never copy IDs between files.
  • Preview first: every upload shows a preview. Nothing is created until you click Confirm.
  • Undo: each section has an Undo … imports link that rolls back everything of that type created in a chosen time window (5 minutes to 24 hours).
Settings → Onboarding page with the 2. Configure Catalog card

Interactive walkthroughs

1. Add products to your catalog

2. Create offerings from your products

3. Price your offerings

4. Undo a catalog import

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