Overview
Account admins can manually add commissions either individually or multiple simultaneously via a CSV file. If you only need to upload a single commission, check out our support article: How do I add a manual commission?
How do I import my commissions in bulk?
To upload commissions in bulk, follow the steps below.
Step 1: In the navigation menu on the left, click "Commissions."
Step 2: Next, click the “Import Commissions” button in the top right corner.
Step 3: A pop-up will appear that includes a sample file that you can download and use as a template for importing your commissions. You can either upload or drag and drop your file into the pop-up.
At minimum, your CSV file must include for the following data.
The required column names are listed in (parenthesis).
Email (email): This is the email address for your ambassador.
If you do not have the ambassador's email, you must still include a column for (email), but you can leave the cells blank if you have one of the following columns of data that can be used interchangeably to identify the referrer the commission is for:
short code (short_code) = A unique code assigned to the referrer and can be found at the end of their referral link. This code is also commonly called a "share code" or "referral code" by some people.
coupon code (coupon_code) = If your use-case includes the process of a referred-contact clicking on a referral link and then getting a coupon code using our welcome message feature, to redeem online or in-person, this coupon code can be used to identify the referrer as well without the need of their email or short_code.
Customer's Email (customer_email): This is the email address for the referred contact.
In most cases this email must be unique from any other commission events, unless you have multiple commission events enabled.
If you do not have an email for the referred-contact or do not wish to store it in Ambassador, you can include a dummy/placeholder email. Just make sure to alter it for each commission row to ensure each is unique.
Campaign (campaign_uid): This is the ID of the campaign that the ambassador has earned a commission in. The campaign ID can be found here.
Transaction ID (transaction_id): A unique ID generated by you for the transaction.
This is important in the event that you need to lookup a particular commission record in the future, such as to update anything about it.
Commonly, our clients pass one of the following: an Order ID, Salesforce or other CRM Record ID, or a combination of other identifying letters/numbers.
Below are additional data columns you can include in your import.
We recommend including as much information as possible, especially if your use-case requires it, such as revenue_amount for issuing a commission that is a percentage of revenue.
Commission Amount (commission_amount): Enter the amount that the commission should be created for.
Include this column and amount if you wish to create a commission for a different amount than what is listed in the campaign settings.
If not included or left blank in a row, the commission will be created for the amount listed in the campaign settings.
Do not include a dollar sign. Currency is set in Settings/Payments here.
Revenue Amount (revenue_amount): Include the total from the new customer's purchase.
Approval Status (is_approved): To approve the commission, set to 1. To leave the commission in a pending state, set to 0.
Event Data (event_data1, event_data2 and event_data3): Event data is custom information that is specific to the commissionable event, such as the plan type the customer purchased.
Important: Event Data fields must first be enabled and mapped in your Account Settings. You can pass up to three different data points.
Custom Data (custom1, custom2 and custom3): Custom data is custom information that is related to the ambassador, such as the ambassador's account number.
Important: Custom Data fields must first be enabled and mapped in your Account Settings. You can pass up to ten different data points, with one being a date field.
Referrer ID (internal_id): This is a unique ID generated on your side for the ambassador.
Customer ID (customer_id): This is a unique ID generated on your side for the referred customer.
Customer First Name (first_name): This is the first name of the customer.
Customer Last Name (last_name): This is the last name of the customer.
Enroll Referred Customer (auto_create): To enroll the referred customer as an ambassador, include this field and pass a 1. Otherwise, they will be created as a contact in "Prospect" status.
Before clicking through to the next step, you'll need to select an email address from the drop-down menu for upload results to be sent to.
When complete, click "Next" to move to the "Mapping" step.
Step 4: In the Mapping step, you will have a chance to verify that the fields you have imported are correctly mapped to the correct data. Please note, there is a box at the top that you'll want to check to ignore the first row of column names.
When complete, click "Next" to move to the "Notify" step.
Step 5: In the Notify step, you'll have a chance to determine which notifications (if any) go to the ambassador and refereed customer.
When complete, click "Next" to move to the "Review" step.
Step 6: After you’ve verified that all information looks correct, click “Finish Upload.” That’s it! We’ll send an email to let you know when your upload is complete.
Other support articles you may be interested in: