Import deals

1 · Upload a CSV

Columns are matched by header name. rep, amount and deal_date are required; product, category, status are picked up when present (“Salesperson”, “Deal Value”, “Closed On” and similar wording all work).

Reps are matched by name and never created. A row naming someone who is not on the rep list is skipped and reported — inventing a salesperson from a typo would silently reroute a commission. Nothing is written until you confirm the dry-run report.

×
Live demo — signed in as the admin, sample data resets hourly.
Own it — one payment →