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