Start from existing files
Upload plan documents and CSV or Excel data rather than re-entering every term or source row.
File import and export
CSV and Excel commission workflow
Move plan, deal, employee, statement, and payout data through reviewable files when a direct system connection is not the right starting point.
What the connection does
Validate before import
Map columns, review extracted records, and resolve identity or data exceptions before calculations depend on them.
Hand off results
Download calculation and statement data as CSV or formatted Excel files for reconciliation and payroll workflows.
Plan and tier notes
- File workflows work without a CRM connection.
- Free includes CSV, XLSX, PDF, and payroll exports.
- A file export is a handoff; the finalized statement and calculation evidence remain in Quota Queue.