You can batch add payments from a file into Sion in a three step process:
Once you’ve uploaded a batch of payments, you can match payments to bookings and then reconcile them in Sion.
Upload a File
Open the Commissions page in Sion to get started. In the top right, click the arrow on the Add Payment button.
Select Import from File in the dropdown.
The Import Data window will open. You can either drag and drop a file into the window or click in the window to upload a file from your device. You can use a TXT, CSV, or TSV file.
Once you’ve selected your file, you’ll be prompted to select the Import Type and enter a File Name for your records of the upload. When you’re done, click Import.
The Apply Mapping page will open.
Map Columns
On the Apply mappings page, the first section shows you an overview of what columns from your file have been mapped to Sion fields. This data will update as you map columns in the bottom section.
There is also a Reset Mappings button that will remove any Sion fields you have mapped to the file columns.
If you frequently upload payments from the same source, you can use a Preset to automatically map certain columns to categories. Simply click Select Preset and use an existing template.
Note: You can create new presets at the end of an upload process. Jump to the Review and Confirm section for more information on saving a mapping as a preset.
The second section, Import Settings and Defaults lets you enter basic information on how to format your uploaded payments in Sion. Hover over the question mark (?) icon in order to see more information about the different date, currency, and decimal formatting options you can set.
The Column Mappings section is the last one on the page. To the right you can toggle the switch to avoid importing a row of file headers.
For each of the columns you can either select:
Don’t Import - This means that none of the information in the column will be imported with the payment.
Select a Field- Use the dropdown to find a Sion field that matches the column values. You can scroll to find the field or use the search at the top of the dropdown to find things quicker.
Some columns might be automatically mapped. You should double check to make sure the columns are correct.
In order to move forward with the import, you must at least map the following values:
Client Name (First and Last)
Supplier
Commission
Payment
Once you’ve mapped the required values, you’ll see that the first section has all the requirements check marked.
Click Configure Batch in the top right when you’re done.
The Batch Details window will open.
Review and Confirm
The Batch Details window lets you add the last bits of information for your payments. Check to make sure you’ve uploaded the correct file and then fill out any additional fields on the payments.
If you intend to upload files from the same source often, you may want to create a Preset for the column mappings. This means that the selected columns will automatically map to the indicated Sion categories. Click Yes in the Save Mapping as Preset section to create a Preset for future use.
Enter a name for your preset in the Preset Name field. Your preset is only saved when you complete the booking upload.
Click Import Batch Payments at the bottom to finish the upload.
Under Notifications you can see your imported file.
You will also be brought to the Commission page. Click the Batches tab to see your uploaded payments.
Now that your payments are in Sion, it’s time to match them to bookings and then reconcile them.