Export & Import Comm Setup

After all your commission rules and setups have been tested and confirmed in Sandbox, follow the steps below to bring them over to Production.

1. Open the Commission Management Menu and select ‘Setup’ or search for Commission Management Setup and click the related link.

2. Once it opens, click the ‘Export’ button in the top ribbon. This will display all the setup tables you can export from the company.

3. From left to right, you will want to export each of the following tables from your current company: 

·        Commission Matrix 

·        User Setup 

·        Sales Team 

·        Sales Team Members 

·        Sales Groups 

·        Salesperson 

·        Employee 

·        Vendor 

4. After exporting each of these, they will appear in your downloads as a .xml file.

5. Navigate to the company you want to import these setups (Production or another Sandbox). 

6. Open the Commission Management Menu and select ‘Setup’ or search for Commission Management Setup and click the related link.

7. Once it opens, click the ‘Import’ button in the top ribbon. This will display all the setup tables you just exported from the other company.

8. In the following order, import the .xml files for each table by selecting them one by one and dragging and dropping the respective file into the import box for each setup table (screenshot below): 

·        Commission Matrix 

·        User Group 

·        Sales Team 

·        Sales Team Members 

·        Sales Groups 

·        Salesperson 

·        Employee 

·        Vendor 

9. After importing each of the .xml files above, the new company will be setup exactly like the other company and you can proceed with commissioning as usual.

commission management export & import comm setup.pdf

Download PDF • 195KB