The Add New Import Wizard option enables you to create new Import Wizard records in the database. Perform the following procedure to create a new Import Wizard record:
- Click
button.
The Import Wizard – Add page is displayed. This definition expects you to enter detail in various steps, by clicking 
or 
buttons.
- Populate the form with required details as tabulated:
| Field | Description |
| Fields marked with (*) are mandatory. | |
| Import Wizard – Step 1 | |
| Specification ID | Enter a unique ID representing the Import Wizard. |
| Description | Enter a description for the Import Wizard. |
| Owner | This field is auto populated with the name of the user who has created this record. |
| Import Wizard – Step 2 | |
| Import Source Type | Click the drop down list adjacent to this field and select the source type. The available values are the following:
· Byte Excel File · Byte Text File · CalyxPoint Delimited File · CalyxPoint Excel File · Delimited File · Excel Sheet · Fixed Width File · People Soft · QC Internal · Quick Books · Quick Books Online · SalesForce · SAPB1
Note: You should follow a standard predefined template to feed the data if our source is excel, CSV, Fixedwidth, and so on. For QuickBooks, Salesforce, and SAPB1 system can do API/SDK based integration so it can bring all the necessary records need to commission calculation. |
Click  button to setup connection with the selected external source. |
|
| Import Wizard – Step 3
Note: The fields in this Step 3 are displayed according to your selection in Step 2. · Byte Excel File: Click · Byte Text File: Click · CalyxPoint Delimited File: Click · CalyxPoint Excel File: Click · Delimited File: Click · Excel Sheet: Click · Fixed Width File: Click · People Soft: Click · QC Internal: Click o Temp Customer o Temp Estimate o Temp Invoice o Temp Payee o Temp Product · Quick Books: Click the drop down list adjacent to Post Import Query field and select the required value. · Quick Books Online: Click the drop down list adjacent to Post Import Query field and select the required value. · SalesForce: Enter the SalesForce User Name and Password in respective fields. · SAPB1: Click the drop down list adjacent to Post Import Query field and select the required value. Click |
|
| Import Wizard – Step 4 | |
| Import Customers and Products before Invoices | Select the check box adjacent to this field, if you want to enable this feature.
This is option is available based on the source you select. By selecting this option, you are asking the system to import all the customers and products every time during the import. If you have more customers and products in source selection, this option could have impact in the performance. |
| Import Wizard – Step 5 | |
| · Invoice
· Sales Orders · Estimates · Bills · Vendor Credits/Credit Bills · Bill Payments · Checks · Purchase Orders · Deposits · Sales Receipt · Transaction Object · Time Tracking · Credit Card Charges · Credit Card Credits · General Journal Entry · Pay Check · Inventory Adjustment · Credit Memos · Item Receipt · Invoice Payment |
Select the check box adjacent to the required Objects from which you need to import the records. All these objects are related to Quickbooks. |
| · Treat as separate Transaction
· Treat as Adjustment to a Transaction |
This option is available only for Credit Memo. Credit Memos can be stand alone or created against an invoice in Quickbooks. Therefore, Credit memo provides you the option to either import as a separate line or an adjustment to an existing Invoice. |
| Import Wizard – Step 6 | |
| Import Invoices where Create Date is within the Processing Period | Select the radio button adjacent to this field if you want to import invoices with the invoice date (Create date) is within the current processing period.
System considers the start date and end date of the current period as the current processing period. |
| Import Invoices with Create Date Or Modify Date within the Processing Period? | Select the radio button adjacent to this field if you want to import invoices which the invoice date or the modified date within the current processing period. System considers the start date and end date of the current period as the current processing period.
This option is used when you want system to capture the changes you did for a previous period invoice. |
| Allow Prior Period Adjustments | Select the check box adjacent to this field if you want to allow prior Period Adjustments. Only when this options is allowed system compares the last five periods (This considers five periods as configurable, if you increase it, it will have an impact in the import performance) invoices with the current period and creates adjustments or cancellations based on the changes made in QB. |
| Import all invoices paid within the current processing period | Select the radio button adjacent to this field if you want to import the invoices which are paid within the current processing period have to be imported.
Here the system fetches last five period invoices (based on the look back period setup) and imports the invoices for which the paid date is in the current processing period. |
| Process payment reversals | This option cannot be used for QB import. |
| Process payment adjustments | This option cannot be used for QB import. |
| Import Wizard – Step 7 | |
| Do you have more than one payee get commission for the same Invoice | Select this check box if you have more than one payee to be assigned to an invoice.
Once you check this, system asks you to enter the character using which you separate the Payees. For example, the split in QB between two payees are entered as AS/BS. Here the character / is used to differentiate the split. Then system also asks to enter the split percentage. Whether equal (50/50) or custom like 60/40, 70/30, and so on. |
| Import Wizard – Step 8 | |
| Would you like to create Payee and Territory? | Select the check box adjacent to this field, if you want to enable this feature.
If this option is selected, system will create the payees from the source data automatically in Qcommission Payee screen and attach a Dummy Territory to them. |
| Import Wizard – Step 9 | |
| Would you like to Cancel Voided QuickBooks invoices in QCommission | Select the check box adjacent to this field, if you want to enable this feature.
If this option is selected, system will create cancellation lines for an invoice if that specific invoice was voided in Quickbooks. |
| Import Wizard – Step 10 | |
| Would you like to Adjust modified QuickBooks invoices in QCommission | Select the check box adjacent to this field, if you want to enable this feature.
If this option is selected, system will create adjustment/ Cancellation lines for invoices in QCommission if the corresponding invoice in Quickbooks has changed. |
| Import Wizard – Step 11 | |
| Would you like to get Cost from QuickBooks? | Select the check box adjacent to this field, if you want to enable this feature.
If this option is selected, system will show the various methods of getting cost for an invoice from Quickbooks. You can select the Choose the appropriate option based on object in which you maintain the cost. · Get from Estimates · Get from Estimates and then Item List · Get from Item List · Get from Purchase Order and then Item List · Get from Bills · Get from vendor credits · Get from Purchase Order / Time & Costs |
| Import Wizard – Step 12 | |
| Would you like to create matching between invoice with Estimates/Bills/Purchase Orders | Select the check box adjacent to this field, if you want to enable this feature.
This option is to select the match between two objects using which we can match the appropriate record and get the cost from Quickbooks. |
| Import Wizard – Step 13 | |
| Exclude Blank Lines | Select the check box adjacent to this field, if you want to enable this feature.
By doing this all the blank line in the source data gets filtered during the import. |
| Exclude Zero Sales Amount lines | Select the check box adjacent to this field, if you want to enable this feature.
By doing this all the line with sales amount as zeroes are filtered during the import. |
| Product ID | There could be items for which there are no commission paid. They are called Non-Commissionable items. For example, Freight, Shipping and Handling, and so on. So you need to filter the records with these products during the import. To do that we need to add that product to this lit.
Enter the Product ID and click |
| Description | Enter a description. |
button adjacent to Import Source File Location field and select the source file from the computer. Click the drop down list adjacent to Post Import Query field and select the required value.
button adjacent to Import Source File Location field and select the source file from the computer. Click the drop down list adjacent to Post Import Query field and select the required value.
button adjacent to Import Source File Location field and select the source file from the computer. Click the drop down list adjacent to Post Import Query field and select the required value.
button adjacent to Import Source File Location field and select the source file from the computer. Click the drop down list adjacent to Post Import Query field and select the required value.
button adjacent to Import Source File Location field and select the source file from the computer. Click the drop down list adjacent to Post Import Query field and select the required value.
button adjacent to Import Source File Location field and select the source file from the computer. Click the drop down list adjacent to Post Import Query field and select the required value.
button adjacent to Import Source File Location field and select the source file from the computer. Click the drop down list adjacent to Post Import Query field and select the required value.
button adjacent to Import Source File Location field and select the source file from the computer. Click the drop down list adjacent to Post Import Query field and select the required value.
the drop down list adjacent to Source Table Name field and select the required value. The available values are the following:
button to setup connection with the selected external source.
button.- Click
button to save the Import Specification.