In the reports section of Darwin Cloud, there's a subsection of reports called data load tools. Here is a library of training videos about how to use these tools.  

Here is the full process training class on commission upload (45 min approx)

Building the list of Commission plans - this template gathers every commission plan for every company

Commission plans for each agent - assign each agent's commission plan to their profile

Load the names of all your agent Teams

Graduated scales for commission plans

Commission deduction CAPS, percentages and amounts - agent by agent

 

Agent opening balances for graduated scales and CAP plans

Retirement plans - load agent's choosen retirement company, retirement plan deduction percentages retirement account number

Accounts Payable opening balances

Accounts Receivable opening balances

Populating the Agent billing master list

Add recurring billing to each Agents profile