Upload iVantage Report

Estimated Time of Completion: 2 Minutes

 

Download and save the report

  • Go to Dash
  • Click on Reports, then Compensation, then iVantage: Link to VantagePoint
  • Click on the Commission tab from the top menu
  • click on Export XLS to download the report
  • Save the file to your computer as a CSV (Select CSV from Save As Type)
  • If you have multiple locations or reports, then repeat the above steps for each location/report

 

Upload to AgencyZoom

    • Click My Agency
    • Click Run Comp
    • Upload the saved report(s) when prompted 
    • After uploading the report, please select Review and fill in the missing drop-down menus
    • Once all of the missing drop-down menus are complete, exit out of the "review" window and select Next to finish

 

Still have questions? Contact Support

 

 

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.