Deal data
Bring deal records into the commission workflow from a configured CRM connection or a file import.
- Deal and owner matching
- Field mapping
- Import history
- Manual data review
Integrations
Connect your commission workflow
Import the records needed for commission calculations, review how they map, and export approved results for downstream processing.
Connection and export availability varies by subscription, provider configuration, and rollout status. The Integrations area in your workspace shows what is enabled for your organization.
Plan & spreadsheet imports
Start from existing plan documents and tabular data instead of re-entering every record.
- Plan document upload
- CSV and Excel files
- Column mapping
- Validation before import
Results & payroll handoff
Review calculated results and export approved commission data for downstream processing.
- Commission statements
- Calculation detail
- CSV downloads
- Payroll-ready exports
Ready to connect your data?
Start with a free workspace and test plan and data imports before inviting your team.