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The bulk import feature lets you upload multiple deals at once. CommissionKit parses the file, shows a preview, and lets you edit rows before finalizing.

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Supported formats

  • CSV — Comma-separated values
  • XLSX — Excel workbook (first sheet is used)

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File format

Download the template from the import dialog. Expected columns:

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Column mapping

CommissionKit auto-detects columns by name. Common variations are recognized:
  • Rep: Rep Email, email, Rep, sales_rep, Sales Rep
  • Deal Name: Deal Name, Name, Deal, deal_name
  • Amount: Amount, Price, Value, Deal Amount, deal_amount
  • Close Date: Close Date, Date, close_date
  • Stage: Stage, stage
  • Currency: Currency, currency
  • Notes: Notes, Description, notes

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Import process

  1. Set the default currency fallback (used when a row has no currency)
  2. Select your file
  3. Review the parsed preview — each row is editable
  4. Rows with unrecognized reps are highlighted in red
  5. Use the dropdowns to assign reps to unknown emails
  6. Click Finalize Import to save all deals

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Validation

  • Deals without a recognized rep email cannot be imported until you select a rep
  • All deals are assigned to the period you selected when opening the import dialog