QuotaPath customers using Rippling's Payroll product can set up QuotaPath's Rippling integration in order to fully automate the end-to-end sales compensation process from plan to paycheck. By setting up the integration, you'll be able to:

To learn more about the integration, please watch the below video:

In this article, we'll provide detailed instructions for how to set-up and use the integration, as well as integration requirements, features, and FAQs.

QuotaPath's Rippling Integration includes access to the following features and functionality:

Depending on both the user's QuotaPath workspace role and permission set, certain features may or may not be available, or views may be different. For a detailed overview on how permissions work with QuotaPath's Rippling Integration please review the table below:

To set up the integration, QuotaPath customers can visit the Integrations page and click connect on the Rippling integration card, or find the QuotaPath app in Rippling's App Shop.

During the app installation flow, the Rippling admin will need to:

For existing QuotaPath customers, it's recommended to create rules based on which users currently have access. The most common rules are:

If an employee falls outside these automated rules (like QuotaPath Admins), Rippling admins will be able to manually grant or revoke access from the QuotaPath app settings in Rippling.

After completing the app installation flow, you can click to ‘Visit App’. You can also search for QuotaPath in the top search bar to go to the QuotaPath app in Rippling. From here, you can:

Users will be automatically synced on a 24-hour schedule and QuotaPath admins will also have the option to manually sync users from the ‘Rippling’ tab on the Members page, or from the Rippling integration card.

Users will be matched based on their QuotaPath email and Rippling work email.

QuotaPath will also sync the user’s:

QuotaPath customers can view all workspace users from the ‘Members’ tab on the Members page. Users can still be manually added directly to QuotaPath. However, if a user is synced with Rippling, the user can only be deactivated based on the automated access rules or manually in Rippling.

The ‘Rippling’ tab on the Members page shows which users are syncing with Rippling and their Rippling Email and Rippling Currency.

If an existing QuotaPath user did not sync with Rippling or did not get created, it could be because that user was not granted access to QuotaPath in Rippling.

In the QuotaPath app in Rippling, users can be manually granted access by clicking ‘Grant Access’.

If QuotaPath was not able to match an existing QuotaPath user to a Rippling user, you may see that duplicate users were created in QuotaPath. To resolve, go to the ‘Rippling’ tab on the Members page, and you’ll see unmatched QuotaPath users highlighted in the top table with the option to manually align to the Rippling user.

Upon selecting the user to align to, you’ll also have the option to remove the duplicate user.

After the integration has been set-up, visit the Preferences tab on the Settings page to configure your Rippling integration settings including:

Users will be able to single sign-on directly to QuotaPath from their Home page in Rippling.

In addition, users can also use their Rippling credentials when logging in via QuotaPath's login page.

When scheduling commissions to be paid out, QuotaPath will now surface the customer’s Rippling pay schedule in order to align the QuotaPath payout date to the Rippling pay run date.

After scheduling payouts, Admins will see a new task on Home page prompting them to send the scheduled payouts to Rippling.

Payroll Admins will receive an automated email reminder 1 week ahead of a scheduled payout date to send the payouts to Rippling.

The Payroll page provides a central place in the app the view and export scheduled and paid payouts. There are two tabs on the page to view Scheduled vs. Paid payouts. Payout data is grouped by Payout Date with ability to drill down and view by Member. The graph shows payouts over time with payout status and ability to change view by Payout Date, Month or Quarter.

From the Scheduled tab of the Payroll page, Payroll Admins can expand a Payout Date to see a ‘Send to Rippling’ button for each member. Payouts can be sent to Rippling for each member individually, or in bulk by selecting multiple members.

After clicking ‘Send to Rippling’, the Payroll Admin will choose which Rippling pay run to send the payouts to. It will default to the pay run with the same payout date.

If a Payroll Admin chooses a Rippling Pay Date that does not align with the QuotaPath Payout Date, then you will see a validation error. You can still proceed with sending the payouts, but it is recommended to update the QuotaPath payout date to match the Rippling pay date for clean record-keeping.

If new payouts are scheduled for the same payout date, Payroll Admins will have the option to send the new payouts to Rippling. In that scenario, QuotaPath will add the new payouts to the previously sent payout amount to get an updated total payout amount. When sending the updated total payout amount to Rippling, it will overwrite the previously sent amount.

Once a payout date has lapsed, payouts will automatically move to the ‘Paid’ tab on the new Payroll page for historical record.

For existing customers, all previously paid payouts will be visible and can be exported. If payouts were sent to Rippling, admins can see the Rippling pay run and the ‘Paid’ status will have a Rippling icon, noting it was sent to Rippling.

All QuotaPath customers will be able to export scheduled and paid payouts from the Payroll page for audit trails. Click the ‘Export’ button in the top right to export all data from the Scheduled or Paid tab, or use the dropdown to select the option to export all data.

Or click the kebob menu in the payout date table to export an individual payout date.

Rippling customers will have the option to download an export formatted for Rippling.

How does the user provisioning work for existing QuotaPath customers?

When existing QuotaPath customers install the Rippling integration, you'll have the option to set up access rules which will determine how users will be created and deactivated moving forward. If any users fall outside of these rules, you'll still have the option to manually grant or revoke access in Rippling.

What if a QuotaPath user's email is different than their Rippling email?

If a user's email does not match between QuotaPath and Rippling, a duplicate user may be created. If so, you'll have the option to re-align the QuotaPath user to the correct Rippling user from the Rippling tab on the Members page. Upon re-aligning the users, it will also remove the duplicate user.

What if I need to send commission payouts into different pay runs?

When sending a member's payouts to Rippling, you'll have the option to select the Rippling pay run to send their payouts to. The Rippling pay run can be different for each user if needed. You'll also have the option to select multiple members to send to the same pay run all at once.