QuotaPath supports integrations with many systems so you can automatically import data into your workspace to calculate commissions and determine payouts. You can connect multiple systems to import multiple data sources and types. There are two primary types of inbound data that can be integrated into your workspace: deal create and payouts eligibility.

Depending on the types of data you'll be importing and where the data is located, the implementation process will vary. Here is a process overview:

Keep reading for a detailed overview of the two types of data in QuotaPath and a step-by-step implementation guide.

Deal Create

The first and required data type to use QuotaPath is the source used to create commissions records, or 'Deals'. This data can be used for all of the deal/compensation stages:

This data can be combined, or joined, with the second data type, Payouts Eligibility, but it is not required.

Payouts Eligibility

The second data type, which is NOT required, is used to automate the conditions for when a commission is eligible to be paid out after it has already been closed won, or earned. For example, a commission may only be eligible to be paid out when a customer has paid their invoice, or when onboarding has been completed.

The conditions can be created from two types of fields:

Step 1. Connect System

The first step in integrating your data sources is to connect the systems via oAuthentication. Navigate to Settings in the left hand navigation, and then to Integrations. From there, connect one or more systems for any deal create or payouts eligibility use cases.

QuotaPath currently supports self-service authentication for the following systems for BOTH deal create and payouts eligibility use cases:

*Due to limitations with Quickbooks API, data MUST be combined with another system to provide required data for commissions calculations like the Deal Owner

QuotaPath also supports integrations with the following systems, but these must be connected with the help of the QuotaPath support team:

If different plans have different data sources, you can even connect more than two systems! However, every combination of deal create and payouts eligibility data from different object types in each system will need to be combined. For more information on combining data, keep reading below.

Step 2. Identify Types of Data

After connecting all systems, you'll need to identify the types of data you'll be integrating into QuotaPath and the correct implementation process.

Step 3. Identify Connecting ID

If you will be combining data from different objects in the same source OR from different sources for deal create and payout eligibility data, you'll need to identify a unique ID that associates the deal create record to the corresponding payout eligibility record(s).

An example would be combining Deal records in HubSpot to Invoice records in QuickBooks. A 'HubSpot ID' in Quickbooks could be used to match the Invoice back to the corresponding Deal in HubSpot.

There are two scenarios in which the data may be combined:

Step 4. Combining Deal Create & Payouts Eligibility Data

After identifying the unique ID that will connect the deal create record to the payout eligibility record(s), the data will need to be combined by the QuotaPath support team.

Step 5. Syncing Plans to Data

After the data has been combined, you can proceed to the Plans page to start syncing data. The first step is to sync the data that will be used for Deal Create, and then after, you'll define the Payout Eligibility data and rules.

Step 6. Define Payout Eligibility Rules

Once data has been synced for a path, you can then define the Payouts Eligibility rules, and the data source.