When a new underlying carrier is sold through a Technology Service Distributor (TSD), you will need to add a transfer into RPM to capture the commission data for the new carrier.


Top menu >> Import data >> Transfer 

When you go to the transfer page and see the 'The following transfers are also available, but not setup' warning, that means you need to setup the transfer for the suppliers indicated in the warning. 

Likely you will have to add the new supplier, first before you add the new transfer. In the example above Telcom Place has a new supplier for us to set up as Call One.

Top menu >> Suppliers >> Select Supplier >> Imports & transfers

Select or create the supplier from the warning message. When in the supplier page, go to Imports & transfer tab. 


*Check the Supplier name on the center top of the screen (above "Account groups" tab). >> Change it to the supplier name you are setting the transfer up for.

Click + Add a transfer

Click the login link for the TSD that you receive the commissions from.

From supplier: select the correct supplier from the dropdown.

Our best practice is to map the Source field to From subscriber, this will allow you to see the source of the import on the account, 

At the bottom are extra variables, if you wish to include them click on the Add button in their row

Click Finish when done