AGS – ST- Custom Import – Financials – Commission Templates

In this lesson, you will learn how to:

• Import commission templates using the Custom Import feature

• Understand the role of commission templates in Financial and Agent Management

• Use the Excel guide to prepare a valid CSV file

• Apply mandatory and conditional field rules for commission templates

• Configure commission types such as fixed amount, percentage, or program-based rules

• Upload, map, and reuse commission template import mappings

• Review success, warning, and error records after import

• Validate imported commission templates within TEAMS

This lesson ensures commission calculations are accurate and consistent across invoices, payments, and agent reporting.

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.