Data
Importing Data in CSV XLS & XLSX file formats
Commissionly now supports data import from not only the CSV format but also from XLS and XLSX file formats. To import data, please follow these steps: - Navigate to the Data Hub from the Main Menu. - Select the blue 'Start CSV, XLSX, or XLS Data ...
MID confirmation on Data Hub import
The system provides the possibility to directly add MIDs during Data Hub import. Here's a step-by-step guide: 1. Begin the import process by navigating to Data Hub. 2. Select 'Opportunities,' choose your file, and click on 'Continue.' 3. Click on the ...
Adding new rows to lookup tables
To add new rows to the lookup table, follow the steps outlined below: 1. Navigate to Lookup Tables in the Main Menu 2. Go to Actions > Add/ Edit Data 3. Click the '+' button 4. Input the necessary data 5. Add as many rows as needed 6. Save the ...
Preview MID data before import
The system incorporates a feature that enables users to preview and edit lookup table MID data before importing, if necessary. To accomplish this, go to 'Edit Table', select 'Preview Import Data', and click on 'Update'. Next, click on 'Import Data' ...
How to set a column as an update key
Go to 'Lookup Tables' then select the table to edit it. In the 'Enter a table description' text box under the 'Edit Table' section, a new lookup key can be set. In order to change the lookup key, type “LookupKey”, a pipe “|”, followed by the column ...
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 ...
How many transactions can Commissionly handle per day or per month?
Commissionly can handle thousands of transactions per day.
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 ...
Troubleshooting date import issues
If the commission status date is not imported correctly, it maybe the current date format is not being recognized. For this, the date format needs to be set. STEPS TO TROUBLESHOOT DATE IMPORT ISSUES. Go to your excel file, and select your column. Go ...
How to import data
Click on 'Data Hub' from menu options and click on the 'CSV Data Import' button. Select the relevant radio button and click on 'Browse' to add a file. Click 'Continue'. Edit the range of rows to be imported. Select the header row and determine the ...