📘
Fields that sync in the MonetizeNow managed package

Product Catalog

<tbody>
  <tr>
    <td>id (Offering)</td>
    <td>monetize\_\_OfferingId\_\_c</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>id (Product)</td>
    <td>monetize\_\_ProductId\_\_c</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>name (Offering) + " - " + name (Product)</td>
    <td>Name</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>name (Offering)</td>
    <td>monetize\_\_OfferingName\_\_c</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>description (Offering)</td>
    <td>Description</td>
    <td>No</td>
  </tr>

  <tr>
    <td>status (Offering) && status (Product)</td>
    <td>IsActive (boolean)</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>startDate (Offering)</td>
    <td>monetize\_\_StartDate\_\_c</td>
    <td>No</td>
  </tr>

  <tr>
    <td>endDate (Offering)</td>
    <td>monetize\_\_EndDate\_\_c</td>
    <td>No</td>
  </tr>

  <tr>
    <td>id (Offering) + "-" + id (Product)</td>
    <td>monetize\_\_ExternalId\_\_c</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>productType (Product)</td>
    <td>monetize\_\_ProductType\_\_c</td>
    <td>No</td>
  </tr>

  <tr>
    <td>product.UsageType.Name (Product)</td>
    <td>monetize\_\_UsageTypeName\_\_c</td>
    <td>No</td>
  </tr>

  <tr>
    <td>product.UsageType.Description (Product)</td>
    <td>monetize\_\_UsageTypeDescription\_\_c</td>
    <td>No</td>
  </tr>

  <tr>
    <td>product.UsageType.Unit (Product)</td>
    <td>monetize\_\_UsageTypeUnit\_\_c</td>
    <td>No</td>
  </tr>

  <tr>
    <td>System Generated</td>
    <td>monetize\_\_LastSyncDate\_\_c (DateTime)</td>
    <td>Yes</td>
  </tr>
</tbody>

Account

<tbody>
  <tr>
    <td>Id</td>
    <td>monetize\_\_Id\_\_c</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>CustomId</td>
    <td>Id</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>companyName</td>
    <td>Name</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>isTestAccount</td>
    <td>No</td>

    <td></td>
  </tr>

  <tr>
    <td>locale</td>
    <td>No</td>

    <td></td>
  </tr>

  <tr>
    <td>currency</td>
    <td>monetize\_\_BillingCurrency\_\_c</td>
    <td>No</td>
  </tr>

  <tr>
    <td>status</td>
    <td>monetize\_\_BillingStatus\_\_c (Picklist)</td>
    <td>No</td>
  </tr>

  <tr>
    <td>primaryContact</td>
    <td>monetize\_\_PrimaryBillingContact\_\_c (Lookup)</td>
    <td>No</td>
  </tr>

  <tr>
    <td>monetize\_\_EnableSync\_\_c</td>

    <td></td>

    <td>Yes</td>
  </tr>

  <tr>
    <td>monetize\_\_LastSyncDate\_\_c (DateTime)</td>

    <td></td>

    <td>Yes</td>
  </tr>

  <tr>
    <td>monetize\_\_SyncError\_\_c (long text)</td>

    <td></td>

    <td>No</td>
  </tr>
</tbody>

Contact

<tbody>
  <tr>
    <td>id</td>
    <td>monetize\_\_Id\_\_c</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>customId</td>
    <td>Id</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>accountId</td>
    <td>Account.Id\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>fullName</td>
    <td>First Name + LastName</td>

    <td></td>
  </tr>

  <tr>
    <td>(SFDC → MN will use Name field)</td>

    <td></td>

    <td>Yes</td>
  </tr>

  <tr>
    <td>status</td>
    <td>monetize\_\_BillingStatus\_\_c</td>
    <td>No</td>
  </tr>

  <tr>
    <td>email</td>
    <td>Email</td>
    <td>No</td>
  </tr>

  <tr>
    <td>phone</td>
    <td>Phone</td>
    <td>No</td>
  </tr>

  <tr>
    <td>address.id</td>

    <td></td>

    <td></td>
  </tr>

  <tr>
    <td>address.line1</td>
    <td>MailingStreet (concatenate with new line)</td>
    <td>No</td>
  </tr>

  <tr>
    <td>address.line2</td>

    <td></td>

    <td></td>
  </tr>

  <tr>
    <td>address.city</td>
    <td>MailingCity</td>
    <td>No</td>
  </tr>

  <tr>
    <td>address.state</td>
    <td>MailingState</td>
    <td>No</td>
  </tr>

  <tr>
    <td>address.country</td>
    <td>MailingCountry</td>
    <td>No</td>
  </tr>

  <tr>
    <td>address.postalCode</td>
    <td>MailingPostalCode</td>
    <td>No</td>
  </tr>

  <tr>
    <td>address.description</td>

    <td></td>

    <td></td>
  </tr>

  <tr>
    <td>monetize\_\_EnableSync\_\_c</td>

    <td></td>

    <td>Yes</td>
  </tr>

  <tr>
    <td>monetize\_\_LastSyncDate\_\_c (DateTime)</td>

    <td></td>

    <td>Yes</td>
  </tr>

  <tr>
    <td>monetize\_\_SyncError\_\_c (long text)</td>

    <td></td>

    <td>No</td>
  </tr>
</tbody>

Opportunity

<tbody>
  <tr>
    <td>CustomId</td>
    <td>Id</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>Id</td>
    <td>monetize\_\_Id\_\_c</td>
    <td>No</td>
  </tr>

  <tr>
    <td>monetize\_\_LifecycleType\_\_c</td>

    <td></td>

    <td>No</td>
  </tr>

  <tr>
    <td>monetize\_\_PrimaryQuote\_\_c</td>

    <td></td>

    <td>No</td>
  </tr>
</tbody>

OpportunityLineItem

<tbody>
  <tr>
    <td>QuoteOffering.Id + “-” + QuoteItem.Id</td>
    <td>monetize\_\_ExternalId\_\_c</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>monetize\_\_QuoteItem\_\_c</td>

    <td></td>

    <td>No</td>
  </tr>
</tbody>

Quote

<tbody>
  <tr>
    <td>CustomId</td>
    <td>Id</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>Id</td>
    <td>monetize\_\_Id\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>description</td>
    <td>Name</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>AccountId</td>
    <td>monetize\_\_Account\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>approvalGrantedDate</td>
    <td>monetize\_\_ApprovalGrantedDate\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>approvalSubmittedDate</td>
    <td>monetize\_\_ApprovalSubmittedDate\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>contacts.billing</td>
    <td>monetize\_\_BillingContact\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>contacts.primary</td>
    <td>monetize\_\_PrimaryContact\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>contractAmendmentDate</td>
    <td>monetize\_\_ContractAmendmentDate\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>contractEndDate</td>
    <td>monetize\_\_ContractEndDate\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>contractLength</td>
    <td>monetize\_\_ContractLength\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>contractStartDate</td>
    <td>monetize\_\_ContractStartDate\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>contractTerms</td>
    <td>monetize\_\_ContractTerms\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>currency</td>
    <td>monetize\_\_Currency\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>description</td>
    <td>monetize\_\_Description\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>documentUrl</td>
    <td>monetize\_\_DocumentUrl\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>expirationDate</td>
    <td>monetize\_\_ExpirationDate\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>netTerms</td>
    <td>monetize\_\_NetTerms\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>opportunityId</td>
    <td>monetize\_\_Opportunity\_\_r.monetize\_\_Id\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>originalQuoteId</td>
    <td>monetize\_\_OriginalQuote\_\_r.monetize\_\_Id\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>previousQuote</td>
    <td>monetize\_\_PreviousQuote\_\_r.monetize\_\_Id\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>primaryQuoteForOpportunity</td>
    <td>monetize\_\_Primary\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>status</td>
    <td>monetize\_\_Status\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>totalValue</td>
    <td>monetize\_\_TotalValue\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>type</td>
    <td>monetize\_\_Type\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>revenueMetrics.arr</td>
    <td>monetize\_\_ARR\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>revenueMetrics.mrr</td>
    <td>monetize\_\_MRR\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>revenueMetrics.incrementalArr</td>
    <td>monetize\_\_IncrementalARR\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>revenueMetrics.incrementalMrr</td>
    <td>monetize\_\_IncrementalMRR\_\_c</td>

    <td></td>
  </tr>
</tbody>

QuoteItem

<tbody>
  <tr>
    <td>Id</td>

    <td></td>

    <td></td>
  </tr>

  <tr>
    <td>Id</td>
    <td>monetize\_\_Id\_\_c</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>discount</td>
    <td>monetize\_\_Discount\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>Id (offering) or quoteOfferingId (quote item)</td>
    <td>monetize\_\_OfferingId\_\_c</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>monetize\_\_OpportunityProduct\_\_c</td>

    <td></td>

    <td></td>
  </tr>

  <tr>
    <td>monetize\_\_PricebookEntryId\_\_c</td>

    <td></td>

    <td></td>
  </tr>

  <tr>
    <td>productId (quote item)</td>
    <td>monetize\_\_Product\_\_r.ExternalId</td>

    <td></td>
  </tr>

  <tr>
    <td>Rate</td>
    <td>monetize\_\_Rate\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>quantity (quote item)</td>
    <td>monetize\_\_Quantity\_\_c</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>quoteId (offering)</td>
    <td>monetize\_\_Quote\_\_r.monetize\_\_Id\_\_c</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>rateId (offering)</td>
    <td>monetize\_\_RateId\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>Amount (quote item)</td>
    <td>monetize\_\_ContractAmount\_\_c</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>unitPrice (quote item)</td>
    <td>monetize\_\_UnitPrice\_\_c</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>unitPriceAfterDiscount (quote item)</td>
    <td>monetize\_\_UnitPriceAfterDiscount\_\_c</td>
    <td>Yes</td>
  </tr>

  <tr>
    <td>revenueMetrics.arr</td>
    <td>monetize\_\_ARR\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>revenueMetrics.mrr</td>
    <td>monetize\_\_MRR\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>revenueMetrics.incrementalArr</td>
    <td>monetize\_\_IncrementalARR\_\_c</td>

    <td></td>
  </tr>

  <tr>
    <td>revenueMetrics.incrementalMrr</td>
    <td>monetize\_\_IncrementalMRR\_\_c</td>

    <td></td>
  </tr>
</tbody>

Contract

MN Field	Salesforce Field	Required
monetize__CreateRenewalOpportunity__c		No
Id	monetize__Id__c	Yes
accountId	AccountId	Yes
latestQuoteId	monetize__LatestQuote__c	Yes
status	monetize__Status__c	Yes
status	Status
startDate	StartDate
endDate	ContractTerm
EndDate		Yes
endAction	monetize__EndAction__c	Yes
totalValue	TODO
contact	Contact
lastSyncDate	monetize__LastSyncDate__c	Yes
previousContract	monetize__PreviousContract__c	Yes
renewalOpportunity	monetize__RenewalOpportunity__c

Rate

MN Field	Salesforce Field	Required
id	Id__c	Yes
name	Name	Yes
billingFrequency	BillingFrequency__c	Yes
currency	Currency__c	Yes
description	Description__c
startDate	StartDate__c
endDate	EndDate__c
locked	Locked__c
offering.id	OfferingId__c	Yes
offering.name	OfferingName__c	Yes
quotable	Quotable__c
rateType	RateType__c	Yes
status	Status__c	Yes
usageBillingFrequency	UsageBillingFrequency__c

Price (Child of Rate)

MN Field	Salesforce Field	Required
id	Id__c	Yes
from	From__c	Yes
to	To__c	No
amount	Amount__c	Yes
priceModel	PriceModel__c	Yes
product.ProductType	ProductType__c	Yes
product.id	Product__c	Yes
rate.Id	Rate__c	Yes
product.status	Status__c	Yes

Mapping data from Salesforce to MonetizeNow

Fields from Salesforce may be mapped to Standard and Custom Fields on Quote in MonetizeNow. The following object mappings are available:

Salesforce Account to MonetizeNow Account
Salesforce Contact to MonetizeNow Contact
Salesforce Opportunity to MonetizeNow Quote

The most common use case is to drive approval, validation, and conditional term logic in MonetizeNow using data from Salesforce. Specific examples are provided on Custom Fields page.

You can configure the mapping on the CRM Configuration page in MonetizeNow.

Mapping data from MonetizeNow to Salesforce

MonetizeNow automatically synchronizes most Quote data from MonetizeNow to Salesforce, but we also support mapping custom Quote fields from MonetizeNow to Salesforce.

To configure this, all you need to do is create custom fields in each system that have matching API names.

Additional Considerations:

Case insensitive
Ignores special characters
Ignores the Salesforce suffix of __c
Will never auto-map to a field with the monetize__ managed package prefix
The data types must be compatible (e.g. a number or boolean cannot map to a string field)
We can only map identical objects using this approach. For example, a MonetizeNow quote to a Salesforce Quote. If you need data to flow from a Salesforce Quote to another Salesforce object, your best option would be to utilize Salesforce Flows.

MonetizeNow field	Salesforce field	Is Eligible for Auto-Mapping?
my_custom_field	my_custom_field__c	Yes - assuming data types are compatible
my_custom_field	MyCustomField__c	Yes - assuming data types are compatible
mycustomfield	My_Custom_Field__c	Yes - assuming data types are compatible
amount	monetize__amount__c	No - managed package fields will never get overwritten

FAQs

📘
How can I push invoice payment status from MonetizeNow to Salesforce opportunities?

While Salesforce doesn't natively allow external platforms (like MonetizeNow) to update invoice-related fields inside Opportunities, you can set up custom automations in SFDC to surface invoice payment statuses where your sales teams need them.

What's the Alternate Solution?: Many MonetizeNow customers solve this by building custom flows within Salesforce. These flows typically pull invoice data from MonetizeNow and display key payment status fields directly on the Opportunity record. This gives your Sales team visibility into outstanding invoices tied to deals they've closed, without needing to leave SFDC.

Here's a quick breakdown of how it works:

Sync Invoice Data from MonetizeNow to SFDC: Use our standard Invoice APIs to fetch the invoice details you need.
Map MonetizeNow Invoice Data to Custom Fields in SFDC: You'll want to create custom fields on the Opportunity object to house this data.
For example:
- Invoice ID
- Payment Status (Paid, Unpaid, Overdue, etc.)
- Due Date
- Invoice Amount
Automate the Flow Between Invoice and Opportunity: We recommend linking invoices to Opportunities using a shared reference field (e.g., Deal ID or Subscription ID). Once the link is in place, your flow can automatically display the invoice status on the Opportunity page layout, making it easy for reps to spot outstanding payments.