match a vendor commission file
Match the file to won deals
You match a vendor commission file to won deals on this desk. Knockdesk is field sales software that reads a CSV or Excel upload, maps columns, and confirms rows whose status matches the value you pick. The rep column must be the CRM email, exact. Names are not matched. This is a file in, not a live sync.
Book a Walkthrough- 1Open Organization Settings, then Reconciliation. Only an admin can open it. People, then Tools, then Reconciliation also reaches this job.
- 2On CSV upload reconciliation, turn on Enable CSV upload reconciliation and set Auto-confirm threshold. It defaults to 80 and can be 0 to 100. Save CSV settings. A match below the threshold goes to the review queue and is not confirmed.
- 3Upload CSV. The page is CSV / Excel reconciliation. Choose file accepts.csv,.xls, or.xlsx up to 10MB. Only the first sheet is processed.
- 4Map columns. Map Rep email (CRM user, exact match) and Status / confirmation. For location map either Address (full line) or Street, City, State, and ZIP. Do not map both styles. Country is optional.
- 5If duplicates appear, Skip duplicates is on by default. Then Choose confirmation value: pick the status that means a confirmed sale. On Process upload, select the vendor and process.
- 6Results tally confirmed, review queued, unmatched, error, and duplicate. You can download the results file. Low-confidence rows wait in the review queue.
The columns
What has to match before a row pays
A row is processed only when its status matches the confirmation value you picked. The vendor on Process upload is required. If no won deal qualifies, a won deal can be created when an active closed-won outcome stage exists. If it cannot, the row errors and no commission is written.
| Map as | Rule |
|---|---|
| Rep email (CRM user, exact match) | Must be the user's CRM email. Names are not matched. |
| Status / confirmation | The column that holds the confirmation value you pick next. |
| Address (full line) | One column with the whole line. Do not also map Street through ZIP. |
| Street, City, State, ZIP | All four, if you skip the full address line. |
Related
Keep going from here
- Knockdesk help center
The rest of the task list on this desk.
- Commission tracking
The rate confirmation writes after the match.
- Disputes and reversals
When the payout does not match the file.
- Knockdesk pricing
Full desk is the only plan on this desk.
FAQ
Frequently asked questions
What file can I upload?
A.csv,.xls, or.xlsx file up to 10MB. Only the first sheet is processed.
Why must the rep column be an email?
The match is the CRM email, exact. Names are not matched, so a display name will not assign the row.
What does the auto-confirm threshold do?
It defaults to 80. A match below it goes to the review queue and is not confirmed.
Is this a live vendor sync?
No. You upload a file, map columns, and process. There is no live sync.
What if no won deal matches the row?
A won deal can be created when an active closed-won outcome stage exists. If it cannot, the row errors and no commission is written.
Bring the file
Bring the vendor sheet from this week.
Book a Walkthrough and we will map the CRM email, pick the confirmation value, and process the file. A free trial is not open.
Book a Walkthrough