How to import csv data via email
It is very important to have you csv column headers match the following examples and be worded exactly the same way as below:
Opportunity Name - this is the unique identifier for each deal and can be any combination of numbers
Parent - this column header is for the client names
Owner - this is for your sales reps' names
Product Name - this is for the names of any products (if relevant)
Parent - this column header is for the client names
Owner - this is for your sales reps' names
Product Name - this is for the names of any products (if relevant)
Quantity - this is for the number of products (if relevant)
Status - this must always be set to Won
Status Date - this is the date that the deal was won
Deal Value - this is the revenue amount that the commission is calculated against
Deal Value - this is the revenue amount that the commission is calculated against
- Click on 'Data Hub' from menu options.
- Click the button 'Copy' after selecting the module.
- Now, go to your email provider and compose a new email to import@commissionly.io.
- Attach the file with the subject line as 'module name (e.g opportunities/ product/people/companies);token number'.
- Click on 'Send'.