Lesson 4 of 6 • 8 min read • Beginner

Products & Line Items

Your product catalog and what you sell. Learn how products and line items migrate to maintain your pricing structure.

Your Product Catalog

Products are what you sell. Line items are products within deals. When you migrate, both transfer to maintain your complete product catalog and deal details.

What Product Data Transfers?

Product Names & Descriptions
Full product information and details
SKUs & Product Codes
Unique identifiers for each product
Pricing Information
List prices, cost, and pricing tiers
Product Categories
Product families and categorization
Custom Product Properties
Any custom fields you've added
Line Item Details
Quantities, unit prices, and discounts
Deal Associations
Which products are in which deals

Key Takeaways

  • Products migrate before line items (catalog must exist first)
  • All product data transfers: names, SKUs, pricing, custom fields
  • Line items link products to opportunities with quantities and pricing