Once an integration has been successfully connected on the Integrations page, you can start syncing plans to the integration data. There are two ways in which you can use integration data -- for creating deals in order to calculate commissions or for informing when a commission is eligible for payout. For more information on the types of integrations and detailed definitions of Deal Create and Payouts Eligibility, please visit this article.
How set up Deal Create integration mappings
Go to the Plans page in your QuotaPath workspace and click the plan you'd like to sync data. Once on the plan details page, open a path and click 'Sync to CRM'. In the integration mapping modal, complete the following steps:
Source: Select the integration source for the path mapping.
Record: Choose the object that contains the data for this path mapping. If you are not seeing the object, head back to the Integrations page and click 'Objects' in the integration source card to ensure the object is being imported.
Fields: Align the fields to be used for the Deal Name, Deal Amount, Deal Date and Deal Owner in QuotaPath.
Stages: Select the field and value to define each of the 3 deal stages in QuotaPath for closed won, pipeline and closed lost. It is only required to define the criteria for closed won.
Review: Add additional filters as needed. The mapped field for the Deal Owner will automatically appear as a filter in order to match the records based on who's assigned to the plan.
When finished, click 'Sync' to finish setting up the path mapping and start importing data into the path on the plan. If there are additional paths in the plan, repeat the above steps to sync every path in the plan. After every path is synced and you've assigned QuotaPath workspace members to the plan, head to the Earnings page to start viewing commissions!
How to set up Payouts Eligibility integration mappings
If you'll also be syncing integration data to use for payouts eligibility in addition to deal create, review this article for detailed information around combining data from multiple system.
If you have already completed the above step and you are using the same integration source for both deal create and payouts eligibility, or if the data has already been combined, continue reading to learn how to set up the payouts eligibility rules.
Set Payouts Eligibility Rules
Go to the Plans page in your QuotaPath workspace and click the plan you'd like to sync data. Once on the plan details page, open a path and click 'Define Eligibility'.
In the pop-up modal, click the type of payout eligibility rule to set up: Eligibility by Invoice or Eligibility by Date:
Eligibility by Date (Date field): 1 or more date fields can be used to create the conditions for payout eligibility. For each date field, you can specify what percentage of the total earned commission is eligible to be paid out:
Eligibility by Invoice (Amount field): A single amount field can be used to automatically release the proportional amount of eligible commission. This works by comparing the eligible amount field to the original Deal Amount field. For example, if the Deal Amount is $5,000 and the payouts eligibility amount is $2,500, then 50% of the commissions will become eligible.
