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Importer
Importer
Overview
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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.
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, multiple selections available,
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