Import
Upload source files then run Calculate. Safe to re-run at any time.
HubSpot
HubSpot Deals
Commission Calculator Data report — all regions, all columns
Click to upload CSV
QuickBooks
QB United States
Inbox Booths LLC — Invoices and Received Payments
Click to upload CSV
QB Canada
Inbox Design Inc. — Invoices and Received Payments
Click to upload CSV
Xero
Xero UK
Bureau Booths UK Limited — Receivable Invoice Summary
Click to upload CSV or XLSX
Xero AUS
Bureau Booths Pty Limited — must include Last Payment Date
Click to upload CSV or XLSX
Calculate Commission
Run after every import. Rebuilds all attainment and commission lines from scratch.