/
Importer

Importer

Date

Changes

Date

Changes

January 2025

Restructured to make navigation easier.

April 2024

Updated

December 2023

Updated

December 2021

Created initial version

Overview

Β 

To access the Importer, click ADMIN (1) > Importer (2).

The client-side Importer tool allows you to upload data from your computer into the Compensation and Compliance module database. It is often used to load trades and recurring revenue transactions (sometimes called trails) for small product providers that do not report their activity electronically via DST or DAZL. This is also used in the early stages of implementation to establish the baseline master data on employees, representative IDs, and locations.

Audience:

  • Commissions Admins

  • Super Users

Functionality: The Importer tool allows data uploading to the Compensation and Compliance module database.

Β 

Related content

Employee Manager
Employee Manager
Read with this
Compliance and Compensation Release 9.23.24
Compliance and Compensation Release 9.23.24
More like this
Navigating jCore
Navigating jCore
Read with this
Compliance and Compensation Release 12.09.24
Compliance and Compensation Release 12.09.24
More like this
Contact Manager
Contact Manager
Read with this
jCore Importer Overview
jCore Importer Overview
More like this