Setup Data Streams
A data stream acts like a channel that connects your CRM (like Salesforce or HubSpot) or your invoicing systems (like QuickBooks or NetSuite) with Visdum. It helps in smoothly importing different types of data—like deals from the CRM and invoices or collections from the billing system—into Visdum. This imported information is then utilised for calculating commissions accurately.
The Data Stream feature enables you to establish and manage the flow of data from your CRM into Visdum, facilitating the seamless import of deal data or invoice data.
Active Apps
Shows which applications are currently connected. For example, Salesforce, Hubspot, and QuickBooks.
- +Connect New Application: Simply hit this button to link up your application—whether it's Salesforce, HubSpot, DocuSign, or QuickBooks.
Create New Data Stream
On the left side panel, under Data section, go to Data Streams, select “Create Data Stream”
Step1: Stream Details
Stream Name
Think of this like the headline for the kind of data you're bringing in. For example, label it as "Deals Data" if you're about to set up a data stream specifically for your deals.
Choose Stream Type
Choosing a data stream type helps you define the purpose of the data that will be flowing in.
For instance, if you are going to run earning calculations on this data then you may specify this as an Earning data stream. Or if you are going to receive invoices/collections/revenue records to trigger commission payments, you may specify this as a Payout data stream.
- Earning: Choose this option when setting up a data stream intended for Deals where earnings need to be calculated. For instance, if you're connecting opportunity fields from Salesforce or deals from HubSpot.
- Payouts:Choose this option when you want to import invoices or collections data for deals. For example, if you need to fetch invoice data from NetSuite.
Choose Data Source
Select whether you want the data to be flowing in from one of your connected apps or uploaded from your Excel or CSV files.
If you have chosen to import data from a connected app:
Choose the App
View the comprehensive list of connected applications. For instance, Salesforce and QuickBooks
Choose the Data category
Select the exact CRM object you intend to retrieve, such as Opportunity, Leads, or Opportunity Product.
Step2: Data Mapping & Ordering
Think of this step as a field mapper that any workflow would require. You can choose the name of the data fields on your connected application to map them with similar data fields on Visdum.
In this section, you can effortlessly map your CRM fields with Visdum fields.
Five mandatory fields, marked with asterisks (*), come with predefined data types. These fields are essential for earnings calculations
You can add as many additional fields and their data types and target column names that you may need depending on your commission policy by clicking on the + icon. Similarly, you can delete any field that you do not require (other than the mandatory fields) by clicking on the ‘bin icon’ icon.
Step3: Define Criteria
Criteria act as filters, allowing only data that meets specific conditions to pass through.
Click on + Add New Criteria to filter the data from your connected CRM based on different fields and define criteria.
For example, if you aim to retrieve closed deals exclusively, follow these steps: Set the condition as Stage == "Closed Won." You have the flexibility to establish multiple filters within a filter group and incorporate as many filter groups as needed. Use AND or OR conditions to refine your data selection further.
Click on the + icon to add more criteria within a filter group.
Click on + Add New Criteria to add a new filter group.
Step4: Stream Scheduling
Scheduling allows the data import to occur automatically and periodically.
Click on + Add New Schedule to initiate the scheduling of data retrieval from your CRM.
Specify the preferred day and time for data retrieval from the CRM. The system will automatically fetch the data in accordance with the scheduled settings.
Step5: Deal Credits
Deal Credits determine who will receive the credit for transactions being processed for example In a closed deal, deal credits may be given to Account executive, BDR and solution architect.
Create New Rule: Allows you to specify columns containing the name/id/email of the user who will receive the credit for the transaction.
Rule name: Give your Rule Name a clear, specific name. The best practice is to use a naming convention (e.g. Deal owner, BDR involved).
Rule Description: You can add description to the rule you are going to create.
Rules: These rules or logic define the conditions for determining when to create deal credits.
IF : Similar to an Excel formula, IF rules serve as conditional blocks for diverse logical purposes.
- For example, you can use an IF rule to specifically credit a user only when the associated deal is from the “MEA” region.
- You can layer multiple conditions using +Add AND or +Add OR to make the filtration more precise.
THEN : In this section, specify the percentage of the share that a user is eligible to receive for deals.
- For example, input '100' to allocate 100% of the share to the user. Adjust the percentage according to your preferences to accurately reflect the distribution for each user.
Credit to: to user whose <choose> is <select column> <choose>
- <choose>: Choose the type of user identifier present in your data. Like Email ID, Name, User Reference ID (typically the CRM ID) Select the appropriate identifier type as per your data to ensure accurate data mapping.
- <select column>: In this section, you'll find a list of columns mapped in Step 2. Select the pertinent column containing information about the user who needs to be credited.
<Choose> - Only : Selecting "Only" means that credits will be allocated solely to the user directly involved in the deal.
- & all eligible managers: Selecting this will credit the user, along with their manager hierarchy, for the deal. This option ensures that not only the user directly involved but also their managerial chain receives due credit for the deal.
Step 6: Review & Submit
In this section, you can review all the selections made in the preceding five steps.
Use Excel or CSV file to import data: Setup Data Stream
Step 1: Upload Manually
You can either drag and drop your data file or click on the ‘Upload file’ button to upload the desired data file.
Step 2: Data Mapping & Ordering
In this section, you can effortlessly map your Spreadsheet columns with Visdum fields
- You can add as many additional fields and their data types and target column names that you may need depending on your commission policy by clicking on the + icon. Similarly, you can delete any field that you do not require (other than the mandatory fields) by clicking on the ‘bin icon’ icon.
Step3: Deal Credits
Deal Credits determine who will receive the credit for transactions being processed for example In a closed deal, deal credits may be given to Account executive, BDR and solution architect.
+ Create New Rule: It allows you to specify columns containing the name/id/email of the user who will receive the credit for the transaction.
Rule name: Give your Rule Name a clear, specific name. The best practice is to use a naming convention (e.g. Deal owner, BDR involved).
Rule Description: You can add description to the rule you are going to create.
Rules: These rules or logic define the conditions for determining when to create deal credits.
IF : Similar to an Excel formula, IF rules serve as conditional blocks for diverse logical purposes.
- For example, you can use an IF rule to specifically credit a user only when the associated deal is from the “MEA” region.
- You can layer multiple conditions using +Add AND or +Add OR to make the filtration more precise.
THEN : In this section, specify the percentage of the share that a user is eligible to receive for deals.
- For example, input '100' to allocate 100% of the share to the user. Adjust the percentage according to your preferences to accurately reflect the distribution for each user.
Credit to: to user whose <choose> is <select column> <choose>
- <choose>: Choose the type of user identifier present in your data. Like Email ID, Name, User Reference ID (typically the CRM ID) Select the appropriate identifier type as per your data to ensure accurate data mapping.
- <select column>: In this section, you'll find a list of columns mapped in Step 2. Select the pertinent column containing information about the user who needs to be credited.
<choose> :
- Only : Selecting "Only" means that credits will be allocated solely to the user directly involved in the deal.
- & all eligible managers: Selecting this will credit the user, along with their manager hierarchy, for the deal. This option ensures that not only the user directly involved but also their managerial chain receives due credit for the deal.
Step 4: Review & Submit
In this section, you can review all the selections made in the preceding 3 steps.
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