In this article, we'll walk you through the steps you need to take to ensure your Google Sheet is properly connected. Below we will outline the format your Google Sheet needs to follow and how to connect it to QuotaPath. Please refer back to these steps and tips as needed.

In order sync your Google Sheet to QuotaPath, the following fields/columns will be required:

In addition to the above, you may also need to add additional fields/columns depending on the structure of your compensation plan. For example:

95% of all sync errors with Google Sheets are a direct result of missing requirements from above. The first step to clear sync errors for your Google sheet should always be to double check that all requirements above are satisfied.

If all requirements above are satisfied, also check the following:

Before connecting, these are the steps you will need to take to ensure your Google Sheet is properly formatted prior to connecting in QuotaPath.

For an example of how your Google Sheet should be formatted, please view this sheet. Feel free to make a copy of this sheet if you'd like to utilize this template.

Your data cannot be formatted as a table, a pivot table or anything but a flat data set with basic rows and columns. Row 1 must be your column headers with at least one column labeled 'id'.

Please make sure there are no special characters (e.g. parenthesis, commas, *, $, /, -, _, etc.) in either the Google Sheet name or the tab names. Also, make sure no tab names are duplicated.

You will need a column labeled 'id' for a unique ID associated with each deal in your Google Sheet. Within the sheet itself, the column header must be labeled 'id' (lowercase). An uppercase header for this column will lead to a source form error.

All Deal IDs must be completely unique to the sheet. The same ID cannot be used twice within the same sheet/tab (i.e. ID 1 cannot exist twice on a sample ‘Deals’ tab). The same ID can be used across multiple sheets (i.e. ID 1 exists on both the ‘Deals’ and the ‘Invoicing’ tab).

DO NOT USE row number or any similar sequential marking scheme for your Deal IDs. If you do, and a new row of data is input in the middle of your data set, every deal will now have a new ID and your earnings and payouts will all be changed in QuotaPath.

Please use the first row for the column headers and ensure there are values for every column in the second row.

Make sure every row with data has a corresponding ID in the ID column. It is perfectly fine to have no data in columns that DO have an ID associated with the corresponding row. Rows 13-15 in the example below will cause an error as there is no ID field, but there is data in the rest of the row. Rows 5-7 are perfectly ok, even with a missing close date, as there is an ID field associated with that row.

All Date fields must be in the YYYY-MM-DD format. To adjust your date format:

All amount totals should be in a 0000.00 format. Do not use a currency format or a format that contains commas or currency symbols (i.e. do not use $ or 1,000). To update formats take similar steps to the above:

Now that your sheet is compatible with our system, you are ready to connect it to QuotaPath. You can view the following video, or follow the steps below:

You will be able to check your sync status in multiple places in your workspace to know that the Source Data sync has been completed and when the last syncs occurred.

In both places, you can select "Manage" to edit or investigate your data source connection, or click "Sync and Refresh" to kick off a manual sync, ahead of your next scheduled sync time.

The Refresh and Sync option will only refresh data in existing columns and tabs/objects. To pull in new columns or new objects that you have added to your Google Sheet:

After you've formatted your Google Sheet, connected it to your QuotaPath workspace, and created a plan, follow the below steps to map your plan components to the Google Sheet.

Go to the Plans page in your QuotaPath workspace, navigate to the plan you'd like to sync, and click and expand the component you intend to map. at the bottom of the component details, click the Map Data Source button.

In the pop-up modal, you'll be prompted to Use an Existing Mapping or Create a New Mapping if you already have other data sources and mappings connected. If you're creating the first mapping and/or select Create New Mapping, you'll then be shown the connected integrations where you can click Continue next to Google Sheets.

On the following screen, you will first give your mapping a name. these mappings can be used across multiple components and plans. Choose a name that will be relevant to all plans and components that might use this same mapping.

Next, you will choose which object you want to map to. Choose the object/tab from your Google sheet that has the data relevant to this earnings component.

If you are not seeing the necessary tab as an option, go back to Integrations and the Objects tab to ensure your tab has been synced successfully.

Next, start aligning the QuotaPath fields (left) required to calculate commissions to the fields in your Google Sheet.

On the next Stages screen, select the fields and criteria from your Google Sheet data to define each of the 3 deal stages: Closed Won, Pipeline and Closed Lost. It is only required to define Closed Won. Pipeline and Closed Lost are strictly used to enable forecasting.

Helpful hint: If all records in your sheet are effectively Closed Won, you could use a criteria like "id is not Null" as your Closed Won criteria. Or, "Deal Amount is > 0".

On the last Filters screen, a Deal Owner filter will automatically appear. It will appear as 'Member Email field name' = Assignee. This filter will reflect the deal owner setting you chose on the first Fields screen in the mapping modal.

Lastly, you will add any additional filters that are necessary to filter for the relevant deals for this component. For example, a 'Contract Term' field or 'Deal Type' field. Once you have added filters, you will have the ability to preview the records that your mapping will capture.

When finished, click 'Sync' to finish setting up the data sync for this component. If there are additional components in the plan, repeat the above steps to map every component in the plan. After every component is mapped to your Google Sheet, you've Published the Plan to Active and you've assigned QuotaPath workspace members to the plan, head to the Earnings page to start managing commissions!