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Setting Up Products in Jirav

Products in Jirav

Products in Jirav

Products in Jirav are what your business sells. Products can be anything such as: 

  • Physical goods such as hardware or merchandise
  • Intangible products such as licenses for Software/SaaS
  • Transactional/Usage based such as Hours billed or Add-On's sold
  • Royalties/Commissions
  • and much more...

Products can be added globally through an import, see steps 1-4, or locally on the products page itself, see step 5.

As a best practice, we recommend importing products globally so that you can use them across all of your plans. Local products are typically used as variants for specific scenario analysis.

Use the following steps to import your products: 

Click here for the import template

Step 1: Your Products list lives at Jirav>Plans>Customers. When you first start, this list will be empty. 

  • To load a global product, populate the products template with your product info
  • To load a local product, add at Plans>Customers via Add Item, see step 5.

Step 2: Go to Actuals> Products 

Step 3: Navigate to the bottom of the actuals page and import the template 

Step 4: Go to Plans>Customers page to view your import

Step 5 (OPTIONAL): For manual addition of a local product, go to Plans>Customers and add your local product to the table. 

As mentioned, this will be specific to the plan that you're working in, if you want this product to be global, you'll need to import using the template and steps above.  

Tips on importing your products in Jirav

If you want to make changes to your imported data, you must first modify on the template and then re-upload. 

Make sure that each of your products has a unique ID in the first column.

List Price is the amount charged per [billing frequency]. So if you have a product that is $100/mo with an annual plan for $1100/yr (one month free), you would put a list price of $100/Month on the first product variant, and $1100 Yearly for a second product variant.  We'll then do the smart things to schedule the billing and revenue in your model for the duration of the product's Rev Rec Term.

Billing Freq(uency) is how often your product has its List price charged. 

Please note that the upload template should have the MONTHLY, YEARLY, UPFRONT as capitalized otherwise Jirav will not import the file.

Billing delay can be entered if you want/need to delay when you begin billing for a product. This is relative to its Booking Date (the day it was sold).

Rev(enue) Rec(ognition) Term is the planned duration that you'll be realizing the revenue from that product. A monthly product will have a one month revenue recognition term. An annual product will have a 12 month revenue recognition term. 

Revenue recognition delay can be entered if you want/need to delay when you begin realizing revenue for a product. This is relative to its Booking Date (the day it was sold)

The default Billing delay and revenue recognition is 0.