What Format Should My Product Catalog Be In, and How Do I Get It From My CRM?

Last updated: June 4, 2026

If you're implementing Tabs, one of the first things you'll need is a product catalog: a list of everything you sell. Tabs uses this catalog to support billing setup, reporting, and accounting system mappings.

This article explains what information is needed and how to export it from common systems.

Where Your Product Catalog Might Live

Most companies maintain their product catalog in one of three places:

  • CRM – Often the most up-to-date source if your sales team uses products during quoting.

  • ERP or Accounting System – May contain a more complete list of accounting items and historical products.

  • Spreadsheet – Frequently maintained by Finance, Revenue Operations, or Billing teams.

If the catalog exists in multiple systems, start with the source your team uses most frequently when creating quotes and contracts.

Product Catalog Format

Tabs expects one product per row.

Required Fields

Field

Required

Description

Name

Yes

Internal product name. Must be unique.

Optional Fields

Field

Description

Display Name

Customer-facing name shown on invoices.

Description

Additional product details.

Integration Item ID

Matching item from your ERP or accounting system.

ERP Class ID

Accounting classification used for reporting.

Important Things to Know

Product Names Must Be Unique

Each product should have a single canonical name.

Examples:

  • Annual Platform License

  • API Access

  • Professional Services

Avoid creating multiple versions of the same product with slightly different naming conventions.

Pricing Does Not Belong in the Product Catalog

The product catalog defines what you sell.

Pricing, billing frequency, discounts, and schedules are configured separately on billing terms.

Include Inactive Products

If you have legacy products that still appear on historical contracts or invoices, include them in your catalog. They can be marked inactive later if needed.

Exporting from HubSpot

  1. Navigate to CRM → Products.

  2. Select the products you want to export.

  3. Click Export.

  4. Choose CSV as the export format.

  5. Download the exported file.

Review the exported columns and confirm product names are clean and consistent before sending the file to Tabs.

Exporting from Salesforce

Option 1: Product Report

  1. Create a report using the Products object.

  2. Filter to the products you want to export.

  3. Include relevant columns such as Product Name and Description.

  4. Export the report as CSV.

Option 2: Data Loader

For larger product catalogs:

  1. Open Salesforce Data Loader.

  2. Select Export.

  3. Choose the Product object.

  4. Export the required fields to CSV.

If Your Catalog Is Not in Your CRM

If you don't maintain a product catalog in your CRM, you can also:

  • Export products from your ERP or accounting system.

  • Use an existing spreadsheet maintained by Finance or RevOps.

  • Build a catalog from existing contracts and invoices.

Your implementation team can help determine the best source if you're unsure.

Before You Send Your Catalog

Review the file and:

  • Remove duplicate products.

  • Standardize naming conventions.

  • Decide which products are still active.

  • Add customer-facing display names where needed.

  • Include any accounting mappings that already exist.

Don't worry if you don't have Integration Item IDs or ERP Class IDs yet. Those can be added later during implementation.

What Happens Next?

After receiving your catalog, Tabs will:

  1. Import your products.

  2. Configure accounting mappings as needed.

  3. Validate the catalog structure.

  4. Confirm products are ready to be used in contracts and billing terms.

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