Documentation

Onboarding process

Step-by-step guide to setting up Royalties HQ — import products, rights holders, contracts, and configure your account.

When starting with Royalties HQ, there are four types of data to import — products, rights holders, contract types, and contract usage.

For your initial data import into Royalties HQ, send us the data above in spreadsheet format and we will import it for you.

If you prefer to do this yourself, follow the steps below.

Products (e.g. each ISBN)

Each title is the ‘parent’ with one or more ‘child’ products. For instance, the title ‘My First Book’ may have two products: ebook and softcover, each with their own ISBN or other product ID.

Rights holders

Rights holders are the individuals and companies that own rights to the products. This includes authors.

Contract types

Contract types are reusable bundles or sets of contract terms. For example, if your standard contract assigns 15% of net receipts to an author, then you create this contract type once and reuse it as needed.

If you only have a small number of contract types to add, it may be easier to do this manually in the user interface — see Create contract types. Alternatively, you can use the contract type import.

Contract usage

Use your contract types to link each rights holder to each of their products.

Next steps

Once the above data is imported, you must check it thoroughly.

Once you’re happy with the data, you can proceed to any of these steps that are relevant to you:

When the above is configured and checked, you can begin to import your sales data and create royalty runs.