How to import data with split commissions
Prepare your data file as a .csv file according to these instructions and with the following spreadsheet columns:
Opportunity name - this needs to be a unique number given to each separate deal (e.g Opp-01, Opp-02, Opp-03)
Parent - this column contains your company/client names
Owner - this column is for the name of the rep responsible for that deal
Status - this needs to contain the word 'Won' for each deal
Won Date - this is the date on which the deal was won
Product Name - this column is for the names of your products
Deal Value - this column is for the revenue/profit made
Split With - this needs to have the names of the individuals who are splitting the commission, separated by two straight lines || - e.g. Bob Jones || Sue Sundstrom
Split Share - this will be the percentage split amounts, also separated by two straight lines e.g. 60 || 40 - this example would mean that the first individual receives 60% of the commission and the second individual receives 40%