QuotaPath's integration with JobAdder allows you to easily import data from your JobAdder account to use in QuotaPath to calculate commissions or inform payouts eligibility. In this article, we'll cover the requirements to set up this integration and provide step-by-step instructions.

Before connecting JobAdder to your QuotaPath workspace, you'll need to obtain the below information.

Once you have the above information, you're ready to connect Tableau to your QuotaPath workspace!

QuotaPath supports the ability to import the following objects from JobAdder:

To connect JobAdder to your QuotaPath workspace, click Settings in the main app navigation, and then Integrations. Find the JobAdder integration card and click ‘Connect’.

Upon clicking 'Connect', you'll be automatically redirected to JobAdder where you'll need to login and authenticate to your JobAdder account. After logging in, you'll be automatically redirected back to QuotaPath.

Upon returning to QuotaPath, you'll need to choose whether you'll be integrating a Production or Sandbox environment:

After receiving the confirmation that the integration has been successfully connected, click 'Next' to proceed.

At the top of the following screen, use the dropdown selector to set the sync frequency. In addition to these scheduled syncs, you'll always have the option to click 'Sync Now' on the JobAdder integration card on the 'Integrations' page to trigger a manual sync.

Next, select the objects that you'd like to import into your QuotaPath workspace.

When complete, click ‘Sync now’ to begin importing data into your QuotaPath workspace. This could take a few minutes so feel free to close the modal and navigate back to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.

Once your integration is setup, you can start syncing your plan to your integration data. Visit this article for more detailed instructions!