Import setup from Excel

If you already keep participants, plans, quotas or opening balances in spreadsheets, you can load them with Commission Setup Imports instead of typing them into each page. The import stages your workbook, validates every row, and applies it through the same governed services as the pages.

Before you start

You need the Bitta Commission Setup Administrator permission set (BAA Comm Setup Admin).
The related Business Central records must already exist: salespeople, vendors or employees for participant links, commission periods for quotas, and reason codes for opening balances.
Plans you import become Draft plans. They still need validation, approval and publication.
To set quota targets, the plan must have a Draft version with calculation periods, and the Quotas and targets module must be on.

What you can import

Workbook	Columns	What Apply creates
Participants	Participant No., Name, Link Type, Link Code, Effective From, Effective To, Payout Channel	New participants, linked to a salesperson, vendor or employee in this company.
Plans and rates	Plan Code, Plan Name, Effective From, Effective To, Component Code, Component Name, Model, Basis, Weight %, Band From, Band To, Rate or Amount	New plans with a first Draft version, components and rate tables.
Quotas	Plan Code, Component Code, Participant No., Team Code, Period Code, Target	Targets on the calculation periods of a Draft plan version.
Opening balances	Participant No., Amount, Posting Date, Reason Code, Description, Plan Code, Component Code	Manual corrections that bring in opening base amounts.

Each template has an Instructions sheet that explains every column. Key rules:

Link Type is SALESPERSON, VENDOR or EMPLOYEE. Payout Channel is PAYROLL, ACCOUNTS PAYABLE (or AP) or MANUAL; blank uses accounts payable for vendors, payroll for employees and manual for salespeople.
Model is FLAT-RATE, PROGRESSIVE-TIER, TIERED-RATE, RETROACTIVE-TIER, FIXED-AMOUNT, PER-UNIT, BONUS, MANAGER-OVERRIDE, GUARANTEE or DRAW. Basis is NET-AMOUNT, GROSS-MARGIN, QUANTITY or DOCUMENT-COUNT; blank uses the model default.
The rows of one component form its rate table in row order. Bands start at 0, follow on without gaps and end with a blank Band To. Single-rate models take one row.
The weights of a plan's commission components must total 100.
For quotas, enter either a participant number or a team code.
For opening balances, the posting date must lie in an open commission period, and a blank plan uses the participant's single active plan assignment.
Dates use yyyy-mm-dd or your date format. Amounts and percentages are numbers without currency symbols. Codes are not case sensitive.

Models that need an optional module, such as PER-UNIT, BONUS or DRAW, need that module to be on when you apply the import.

Import a workbook

Open Commission Setup Imports.
Choose Download Template and pick the workbook: Participants, Plans and rates, Quotas or Opening balances.
Fill in one record per row below the header row. Do not change, rename or reorder the header row, and keep the sheet name.
Choose Import from Excel, pick the same workbook type and upload the file. The rows are staged. Nothing is created yet.
Open the import. On Commission Setup Import, choose Validate.
Review the counts and the Findings and Rows parts.
Correct any errors in the workbook and import it again. When no row has an error, choose Apply and confirm.

To check a file without any risk of applying it, use Dry Run from Excel. A dry run validates only and can never be applied.

Read the results

The import card shows these counts:

Field	Meaning
Row Count	Data rows in the workbook.
Valid Count	Rows ready to apply.
Warning Count	Rows with warnings, including rows already present that will be skipped.
Error Count	Rows with errors. Nothing is applied while any row has an error.
Applied Count	Rows applied.
Skipped Count	Rows skipped because the record already exists.

Setup Import Findings lists each finding with the row number (zero means the whole file), whether it is an Error that blocks apply or a Warning that only explains the row, a code such as BAA-SETUP-IMPORT-REQUIRED, and what to correct.

Setup Import Rows shows each row as read, its status (valid, warning, error, skipped as already present, or applied) and the identity it sets up.

How it works

Existing records are never overwritten. A participant number or plan code that already exists is skipped with a warning. Change existing records on their own pages. Targets of a published plan change only through a successor version.
Replays are safe. The import stores a fingerprint of the file content. Importing the same rows again returns the original import, and if the same file was already applied, validation reports it (BAA-SETUP-IMPORT-DUPLICATE-FILE). Nothing is applied twice.
Governed services. Apply creates records through the same services as the pages, including all their validation. The import is kept as evidence and the apply is written to the audit trail.

TIP

Start with a small file of two or three rows, apply it in a sandbox, and check the created records before you load the full list.

What to check if it goes wrong

Finding code	What to do
BAA-SETUP-IMPORT-SHEET or BAA-SETUP-IMPORT-HEADER	Download a fresh template and copy your data into it without changing the sheet name or header row.
BAA-SETUP-IMPORT-LINK	The salesperson, vendor or employee does not exist in this company.
BAA-SETUP-IMPORT-LINK-MAPPED	The salesperson is already mapped to a participant for these dates.
BAA-SETUP-IMPORT-BANDS	Rate rows must start at 0, have no gaps, and end with a blank Band To.
BAA-SETUP-IMPORT-WEIGHT	Component weights of the plan must total 100.
BAA-SETUP-IMPORT-NOT-DRAFT	The plan has no Draft version. Create a successor version first.
BAA-SETUP-IMPORT-DRY-RUN	A dry run cannot be applied. Import the file again without Dry Run.