Swivel allows you to track commissions natively anytime you create or edit a product. However, if you need to bring in historical commission data, you can use the Commission Import feature.
Commission data populates and drives the Production widgets on your dashboard. For new users, performing a Commission Import is the fastest way to see meaningful commission and production data in Swivel.
Things to Know Before You Import
Only users with the Owner user role can access the Commission Import
The Commission Import can be accessed at Settings > Account > Import > Commission Import
Import file must be in .csv file format
Import file must include a header row in which each column header corresponds to a native field in Swivel. These headers can be organized in any order without impacting the import. See import headers below:
Header | Required | Description |
Product Number | Yes | The number of the policy or account |
Status |
| Valid options include pending or complete |
Date |
| The date the commission was paid—formatted as mm/dd/yyyy |
Commissionable Amount |
| The total amount from which a commission is calculated—formatted as a number not currency |
Agent Commission Agent 1 |
| The name of the producer as it appears in Swivel |
Agent Commission Rate 1 |
| The percent at which the commission is calculated—formatted as a number with no extra symbols |
Agent Commission Split 1 |
| Percent of commission the agent will receive—formatted as a number with no extra symbols
Example: for a 50/50 split enter 50 Example: if there is no split, enter 100 |
Commission Type |
| Valid options include Commission or Fee |
Frequency |
| Valid options include Monthly, Quarterly, Yearly, One_Time_Only |
Example:
How to Complete a Commission Import
Request a commission report from the carrier/institution.
Create a .csv file using the above headers. Transfer the appropriate data from the commission report to your import file.
Click Settings > Account > Import > Commission Import.
Click Choose File and select your .csv file.
Check one of the following options:
Insert Only to add new data. (Recommended)
Insert and Update to both insert new data and update existing data entries.
Update Only to update existing data entries but not insert any new data.
Click Import.
To view imported commissions click Business Management > Commissions.