Importing Commissions from CSV

If your commissions already live in a spreadsheet — an affiliate export, a host-agency statement you keep by hand, or a year of back-bookings — you can bring the whole file in at once instead of typing them one at a time.

Commissions → Quick Add → Import commissions (CSV), or the Import CSV button on the "Record a commission" panel.

Each row becomes a logged commission, approved on arrival and immediately visible in your Ledger and Payouts. Nothing is submitted to a supplier — this is for money you've already earned or already claimed elsewhere.

What your file needs

One row per sale, with a header row. Only two columns are required:

• Your commission — the gross commission amount. $1,250, 1,250.00 and 1250 all read the same.
• Client name — one column holding the full name. It's split into first and last for you.

Everything else is optional: sale amount, order/confirmation number, client email and phone, product description, sale date, travel date, supplier, and advisor.

JourneyFuse guesses which column is which from your headers ("Earnings", "Client's e-mail", "Sold By", "Travel Date" all match automatically). Anything guessed wrong can be re-pointed on the mapping screen before you import.

Any supplier, any type

Before you choose a file, set two defaults that apply to every row:

• Type — Trip, Policy, or Activity. This decides how the sale is labelled and which date column it fills: departure for a trip, effective date for a policy, activity date for an excursion.
• Supplier — pick one you already work with or type a new name. Any supplier works; there is no fixed list.

To vary either one per row, put a Supplier column in your file and map it. A row's own supplier wins over the default, and a blank cell falls back to it — so a file mixing Sandals, Viking and a one-off local operator imports in a single pass.

Importing your team's commissions

Owners and admins can attribute rows to the advisor who earned them. This matters for more than credit: each commission is recorded at that advisor's split and becomes payable to them in the next payout run.

Two ways to set it:

• Advisor (default for all rows) — one advisor for the whole file. Leave it on Me (the importer) for your own sales.
• An Advisor column in the CSV — set it per row. Put either the advisor's email or their full name in the cell; Presas, Sara and Sara Presas both match. A blank cell falls back to the default above.

If a name in your file doesn't match anyone on your roster, that row is skipped and told to you by name — it is never quietly filed under whoever ran the import. The same applies when two advisors share a name: JourneyFuse won't guess between them. Fix the spelling (or use their email address) and re-import just those rows.

Advisors importing their own sales don't see this step; every row is their own.

The preview

After mapping, the dialog tells you exactly what will happen — for example "38 ready to import as trips, 2 will be skipped" — and lists the reason for each skipped row:

Message	What to fix
Missing or unreadable commission	The commission cell is blank or isn't a number
Missing client name	No name in the mapped column
Missing supplier	No default chosen and no Supplier column mapped
No advisor on this workspace matches "…"	The name/email isn't on your roster
More than one advisor matches "…"	Two advisors share that name — use their email instead

Skipped rows are never partially imported. Fix them in your spreadsheet and run the import again with just those rows.

Dates

Two separate dates, both optional:

• Sale / booking date — when the sale was made. Recorded as the booking date.
• Travel / effective date — departure, policy effective date, or activity date. If you leave it out, the sale date is used for policies and activities.

Getting the travel date right matters for back-bookings: reporting anchors a commission to when it was earned, so a 2025 sailing imported today counts as 2025 income rather than collapsing into this year.

Undoing an import that went wrong

If a file lands the wrong rows — wrong type, wrong advisor, or just the wrong file — you don't have to remove them one at a time.

1. Go to Commissions → Ledger.
2. Narrow to the rows you want gone. Searching the supplier name is usually enough; if the whole import was one batch, the Everything view plus a search on the supplier will find all of it.
3. Tick any row's checkbox, then use Select all N matching in the bar that appears — this covers every matching row across all pages, not just the ones on screen.
4. Click Delete, and confirm.

The confirmation names the row count and the gross commission at stake. Deleting removes the commission from your ledger for good.

Anything already paid out to an advisor, reconciled, or included in a payout batch is kept — those are part of a statement someone has already seen. They come back in the result message ("Deleted 38 commissions. 2 kept — 2 are already paid out to the advisor") so you know exactly what's left.

One thing it does not do: deleting the commissions leaves behind any client records the import created along the way. If the file introduced clients you didn't want, remove those separately from Clients.

Related

• Catch Up Commissions — for reservations already in JourneyFuse that never got a commission
• Submitting Commissions — for commissions you still need to claim from a supplier or host
• Importing Clients, Leads & Suppliers from CSV — the separate importer for your contact records