Introduction
Having a well-organized and up-to-date catalog of products and services is essential for efficient operations and providing an excellent customer experience. Salesbuildr provides powerful tools to centrally manage your offerings with seamless PSA integration.
Key capabilities:
Import products and services from PSA
Enrich listings with descriptions, images, videos, and documentation
Manage pricing, availability, and bundling
Configure dynamic pricing rules
Organize with custom categories
Create customer-specific catalogs
Understanding Salesbuildr's Product Management
Integration with PSA
Salesbuildr seamlessly integrates with PSA to ensure your catalog stays synchronized:
Products and services import from PSA into Salesbuildr
Products are imported in the initial sync, afterwards Salesbuildr will become the master data source for products
Your PSA system remains the master data source for services
Changes made in Salesbuildr sync back to update PSA product lists automatically
Autotask
Important: Make sure categories you create in Salesbuildr are also created in PSA and properly linked under Settings > Integration > Autotask > Data Import > Product Import Configuration. If a product is added to an unlinked category, it will be created in the default Autotask product category.
Read How Salesbuildr updates products in Autotask to learn about automatic catalog updates.
Halo
Important: Ensure Product Groups and Categories (Settings > Integration > Halo > Products) used in Salesbuildr exist in Halo to avoid products being placed in default or unintended categories.
Connectwise
Important: Product categories in Salesbuildr should match existing product classes in ConnectWise (Settings > Integration > Connectwise > Categories > Map Categories) to ensure correct mapping and visibility.
Product and Service Pages
Each product or service has its own dedicated page that enables customers to self-educate and add items to quotes when self-service purchasing is enabled.
Product pages can include:
Overview
Video
Media gallery
Screenshots
Standard add-ons
Suggested add-ons
Specifications
Related articles
Importing Products and Services
Importing Autotask Services
Navigate to Settings > Integrations > Autotask > Data Import > Product Import and scroll to "Map recurring services to Salesbuildr categories."
How it works:
View your Autotask service codes in the left column
Match them to corresponding Salesbuildr categories in the right column
Map each service code to its respective category.
Once mapped, Salesbuildr automatically imports any newly created or updated services from Autotask every 10 minutes. This ensures your quotes and customer-facing materials always display current service information.
Importing Halo Categories and Services
Go to Settings > Integrations > Halo > Products > Categories. The categories listed on the left come from ConnectWise, while the categories on the right are from Salesbuildr. At the bottom of the page, you’ll find a button that allows you to manually synchronize products and services.
Importing Connectwise Services
Go to Settings > Integrations > Connectwise > Categories > Map Categories. The Product Group listed on the left come from Halo, while the Root Categories on the right are from Salesbuildr. At the bottom of the page, you’ll find a button that allows you to manually synchronize products and services.
Note: Salesbuildr will not update your services and respects your PSA as the master data.
Automated Service Updates: You can use integrations to automatically update your services:
Important for Per-Contact or Per-Asset Billing: If you use per-contact or per-asset billing, create the products in Autotask first and import them into the category you've set up in Salesbuildr. This allows you to use these services in quotes and product bundles.
Importing New Products
Read Quick Guide: How to add a new product to learn how to add products using the manufacturer part number.
Editing Products and Services
To make changes to an existing product or service, click the "Edit" button on the product page.
Product Configuration Tabs
General Info Tab
Listed Status
Toggle to disable/enable the product in your catalog
Disabling sets the product to inactive in Autotask
Note: Services are never set to inactive as they might be used on active contracts
Manufacturer Part Number
Add or change the manufacturer part number
Use the "Fetch Info" button to pull in product information automatically
Name
The product or service name
Changes sync to Autotask
Internal Product ID
A unique identifier used for internal tracking and management of products within your catalog.
Description
The product or service description
Changes sync to Autotask
Manufacturer
The original producer of a product
Allows to add a new manufacturer/company by toggling the button beside the search field
Long Description
Extended product description
Automatically populated based on manufacturer part number (when vendor data is available)
Can be enriched with text, images, and tables
Pricing Tab
Configure pricing information and manage costs on the pricing tab.
Features:
Set distributor information
Configure automatic pricing updates
Sync pricing with Autotask
View cost and availability data
Read Setting up dynamic product pricing to learn how to automatically keep your pricing up to date.
Manually Update Cost and Availability
Although Salesbuildr pulls pricing and availability daily for products with valid manufacturer part numbers, you can request an immediate update by clicking the refresh icon at the bottom right of the page.
Price History
View all price changes by expanding the "Price history log" section.
Complete Change Logs (Premium Feature)
If you have Salesbuildr Premium, view all changes made to a product by expanding the logs section on the Admin tab.
Add-ons Tab
Configure product-specific add-ons, though we recommend managing add-ons at the category level for easier maintenance.
How Add-ons Work:
Mandatory add-ons are always included when adding a product to a quote
Optional add-ons can be selected when adding a product to a quote or from the add-ons selector under the line item
Any category-level add-ons you've configured will be visible on this page.
Read How to configure product add-ons to learn best practices for configuring add-ons at the category level.
Category Tab
Assign products to categories to control organization, markup, and add-ons.
Key Concepts:
Products can appear in multiple categories
The primary category determines markup and add-ons for that product
Secondary categories allow products to be discoverable in multiple places
Important: Ensure categories created in Salesbuildr are also created in Autotask and linked under Settings > Integration > Autotask > Data Import > Product Import Configuration.
Media Tab
Upload videos, sales collateral, and screenshots to provide customers with additional information and insights.
Supported Media:
Product videos
Sales collateral documents
Screenshots
Product images
Quotes Tab
View all quotes that include this product.
This tab provides visibility into where and how often a product is being quoted, helping you understand product usage and popularity.
Settings Tab
Company Visibility Whitelist
Use the "Enable company visibility whitelist" toggle to restrict product visibility to specific companies. This is particularly useful when using the customer storefront module.
How it works:
Enable the whitelist toggle
Add specific companies that should have access
Only listed companies will see this product in their storefront
Additional Resources
Related Articles
Once imported, any changes you make to products and services in Salesbuildr will be pushed to your Autotask price list, keeping both systems synchronized.