Importing OpportunityLineItems

Importing OpportunityLineItems helps simplify your sales process and keeps your sales data centralized in your CRM.

Early Access

This is an Early Access feature. Have any feedback or find an issue? Let us know at support@revops.io.

Set up Salesforce

Add data mappings

To get started, create the following custom fields on these standard objects—if you don’t already have similar fields:

1. OpportunityLineItem

   • Unit Pricing Schedule – Use either a Text or Picklist data type. The Picklist type is more strict. A possible API name could be OpportunityLineItem.PricingSchedule__c.

     If you choose Picklist, make sure it includes the following options:

     • day
     • days
     • month
     • months
     • year
     • years
     • one-time

     We recommend using the Text type for more flexibility.

Set up RevOps

Configure import settings

After adding the custom fields in Salesforce, configure your import settings in RevOps. If you go to your Salesforce Integration settings page and don't see a "Products & Pricebooks" tab, you will need to reach out to your account manager or support@revops.io to enable the feature for your Workspace.

1. Go to your Product Sync settings. At the top of the page, you'll see the OpportunityLineItem Custom Field setting.

   

2. Select the custom field you created for the unit pricing schedule.

   

3. (Optional) You can customize the values for the pricing schedule. These are the default mappings:

   • One-time or non-recurring line items → one-time
   • Recurring monthly line items → month
   • Recurring yearly line items → year

   We recommend keeping the default values unless you have a specific reason to change them.

4. Click Save when you're done.

You're all set

You’ve successfully set up the OpportunityLineItem import from Salesforce.

If you have any questions, suggestions, or feedback, email us at support@revops.io. Thanks for being a part of helping us build a better RevOps platform.