Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template.

Field Name Required Field? Field Data Instructions Sample Data
SALESPERSON CODE Required Existing salesperson code. Three digit alphanumeric code. 10
COMMISSION TYPE Required Existing commission type. Three digit alphanumeric code. 1
PROFIT RANGE FROM Required Enter a positive profit percentage for the first row of the profit matrix 5.00
PROFIT RANGE TO Required Enter a positive profit percentage for the first row of the profit matrix. This will be interpreted as the range from equal to or greater than the Profit From entry up to less than the Profit To Entry. For subseqent rows the Profit From will automatically populate based on the Profit To entry of the prior row. 10.00
COMMISSION RATE Enter commission rate as a percentage for the range of profit ≥ Profit From, and < Profit To specified 10.00

 

 

 

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