The upload matrix is a map that tells RPM how to interpret the commission data of a supplier. For each supplier the import matrix matches a variable in RPM to an Excel column name.  


Please Note: Since RPM 24 Rep ID has been changed to Assignment Code. Since RPM 28 Assignment Code is no longer required to map on the matrix. Not mapping it will allow you to assign deals by account instead.



Top menu >> Commissions >> Imports & transfers >> Choose supplier from drop-down




To start mapping your spreadsheet headers in the upload matrix you need to click Edit . Paste the data from the header (commission data) next to the appropriate value in the matrix.


Adding commission variables. Beyond the provided options in the upload matrix RPM allows you to bring in any other variables (data) from your commission spreadsheet for you to report on (eg: install data, invoice date, term, address). To add these variables to the upload matrix you have to create the variables first by clicking Commission variables.



You can re-name your matrix if you get the commissions from your source direct or perhaps via a master agent. 


Paste the data from the header in your spreadsheet (commission data) next to the appropriate value in the matrix under Excel column header. Typically the same header is used for Account as shown in screenshot below. 


You can make any variable or row Required. This means that if there is no value for the column the import will be stopped. 


Click Okay.



Adding More Commission Variables


Adding commission variables. Beyond the provided options in the upload matrix RPM allows you to bring in any other variables (data) from your commission spreadsheet for you to report on (eg: install data, invoice date, term, address). To add these variables to the upload matrix you have to create the variables first by clicking Commission variables.


More on this please read the article: What are Item variables and what can you use them for?


Top menu >> Commissions >> Imports & transfers >> Commission variables



Click + Add an item variable.





Variable: Name of variable can be entered here

Type: If you are not sure which one applies to your variable you can choose either 'Code' or 'Text' 

Note: Any notes pertaining to the variable

Security: For Staff only to see or Not hidden for agents. When you choose Not hidden, the variable will show as a header on the commission statement excel download


Copy from a basic field: On commission import if no value is set for this variable it will use the value from the specified basic field. Copied value falls under the field's security.


Copy to a basic field: On commission import this will copy the value to a customer, location, or account basic field. Copied value falls under the field's security


Default value: The variable will default to the set value if there is no other value is specified.


Enforce allowed values: Enter a list of values that it is allowed to have. If someone tries to import a commission item or add or edit a commission item with a different value it will display an error.




You are almost done, last step is to Edit the upload matrix. You will see your newly created item variable at the bottom of the matrix. Paste the same value right next to it.


Copy to a basic field

You have to create a basic field first. When done you have the option to copy data from your commission import data to the field. 


To use this feature set the radio button to Enabled. 


1. Category: will show where you are required to choose: customer, location or account. 


2. Field: select the field you want to copy the data to. 


3. Overwrite: Leave existing data intact: when checked, after the first import into the custom field it will not overwrite the data on any commission imports after. When the box is unchecked it will update the field if new values are imported for that variable. 


When done: OK





See also: