# Set Up a Pricing Table for Integrations

Create and configure a GetAccept template ready to connect with your CRM products or CPQ system.

June 1, 2026

# Introduction

Before a CRM integration can populate your quote data into GetAccept, you need a **Pricing Table** inside your template.

This article walks you through how to add a table, name it for mapping, and organize pricing groups to prepare it for integration.

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# Step 1: Create a Template in GetAccept

1. Go to **Templates** and create or open a template.

2. Add a new **Editor block**.

3. Click the **+** button and select **Pricing Table**.

4. Add a **title**.

_Example:_

You can create multiple tables in one template, for instance, “Subscriptions” and “Services”, to map to different product data later.

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# Step 2: Configure Table Settings

1. Click the **Settings** icon on the Pricing Table.

2. Enter a **unique table name**, this must match the name used in Pricing table configuration in your GetAccept integration.

3. Set **currency** and **formatting** preferences.

4. Turn **Automatic Calculation** off (since Salesforce CPQ will handle pricing totals).

**Note:** Table names are case-sensitive and must be unique per template.

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# Step 3: Add and Name Pricing Groups

1. Click **Add new product → Pricing Group**.

2. Give the group a **name** (for example, _Services_, _Fees_, _Implementation_).

3. Adjust visible **columns and labels** as needed.

**Why this matters:**

Group names help Salesforce or your CRM map specific data sections, such as “Implementation” or “Recurring Services”, to the right part of your quote.

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# Step 4: Prepare for Integration

Your GetAccept template is now ready for mapping.

You can connect it to your CRM using **[Pricing Table Profiles](https://help.getaccept.com/en/articles/12808920-connect-pricing-tables-in-salesforce)** in your integration setup.

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