Integrations sits in the Data group of the left-hand navigation. Anyone in the workspace can open the hub. From a connected source, admins can view sync status, trigger Sync and Refresh, or open Manage to change settings, view source data, and create calculated fields. Sync history, source data, objects, manage source, and members are admin-only.

After an integration has been set up, a card appears on the Connected view of the Integrations page (Available is the catalog of connectors you can still add). The integration card contains the following information:

Upon clicking Manage on the integration card, you'll open the integration detail page. Close, HubSpot, and Salesforce can show a 1.0 or 2.0 version pill. The tabs you see depend on the source: Source Data, Objects, and Calculated Fields appear for 2.0 integrations. Members appears for Close, HubSpot, and Salesforce. Admins can also start Sync and Refresh from this page when the source is not already syncing.

Learn more about each tab in the integration detail page below.

View a log of all your integration syncs in order to track integration performance and troubleshoot integration errors.

This tab appears for 2.0 integrations.

On the Source Data tab, you can view your integration source data to understand what data is being imported into your workspace and available to map to your compensation plans in order to generate commission records.

Source Data is the full database of all records QuotaPath has ingested. This includes all records that have not mapped to components and have not generated any earnings or attainment.

Often, users will come to the Source Data viewer to confirm that a deal was ingested into QuotaPath when they had not found expected earnings generated for that deal i.e. no QuotaPath Deal record created. Because the source record HAS been ingested but has NOT created a Deal record, you can conclude that there was an issue with the source record not meeting the criteria of your mapping.

The two pages serve different purposes:

As a result, seeing a record in Source Data but not on the Deals page usually means that the record was imported but did not satisfy the applicable mapping criteria. Use Analyze Mapping (#6 below) to identify the specific requirement that was not met.

This tab appears for 2.0 integrations.

View and edit the integration objects being imported into your workspace.

This tab appears for Close, HubSpot, and Salesforce.

View and edit your member alignments to ensure QuotaPath members are aligned to the correct corresponding integration user.

This tab appears for 2.0 integrations. Create custom Calculated Fields using your integration source fields to use in your plan data mappings. If calculated fields are not included in your workspace, this tab shows an upgrade prompt. Learn more about creating calculated fields in this article.

Manage your integration settings, including your integration sync frequency, refresh your integration source data, authenticate, or disconnect the integration.

Sync Schedule: You can set the cadence for how often your sync runs automatically. this defaults to every 24 hours but can be set to every hour. If your workspace has an especially high amount of data and takes a significant amount of time to sync, selecting a time frame like every hour may cause slowdowns in the workspace due to your workspace constantly syncing.

Time of first daily sync: if using every 24 hours as your sync schedule, you can set the first daily sync to occur at a chosen time. Most customers choose a time overnight so that the sync is up to date when members or admins log in in the morning.

Data Import Start Date: This is a start date for data you would like to use in QuotaPath. Only records created or updated AFTER this date will be imported. it is recommended to only pull in data you actually need and intend to calculate earnings with to avoid increasing your sync times.

Refresh Data Source: This Refresh button will refresh your source data and your plan data and specifically pull in any net new fields or properties or columns that have been created in your data source. This Refresh button should be used to pull in new fields. The standard sync and refresh button that you see elsewhere in your workspace will not pull in net new properties that you've created. If you have just created a new field that you want to use in a mapping, you'll need to use this Refresh data button to update your workspace data schema. Important: when you click Refresh, be sure that you wait until you get a green success message telling you that the sync has begun.

Re-Authenticate: At times it may be required that you re-authenticate your connection to your Data Source. This is a simple re-entry of credentials and should be done by someone with the highest level of permissions in your data source to ensure all permissions and scopes are granted to QuotaPath. Re-Authenticating will not affect your data in QP. Deals, mappings, earnings and payouts are untouched, unaffected.

Disconnect Integration: Disconnecting your integration will remove deals and mappings. This cannot be undone. The data will be gone and have to be rebuilt manually. Payout records would remain and clawbacks would appear for those payouts, since those payouts will no longer have a deal tied to them. We almost never recommend this action. If you think this may be needed, please talk to Support, or your AM or CSM before disconnecting.