Anders Goosmann, CEO @ Prowi
“CSV integration between Visma Data Salary and Prowi makes commission and bonus simple, accurate and traceable. We bring together CRM, calculation and payroll so salespeople get real time insights and management gets full control.”
Automate commission and bonus from CRM to payroll. Fast, accurate and transparent.
Why choose a CSV integration for Visma Dataløn
A CSV integration is the shortest path from idea to operation. You avoid long development projects and get a stable data flow between Prowi and Visma Dataløn, so that commissions and bonuses are calculated correctly the first time and paid on time.
Key value
- Fewer manual tasks in finance and HR
- Real time insights for employees in Prowis app
- Full traceability and audit-ready documentation
- Scalable setup from one team to the entire organization
How the data flow works
Prowi receives scheduled CSV extracts from your source systems. The files are uploaded securely, after which Prowi calculates commissions and bonuses according to your rules. Approved amounts are exported in a format suitable for Visma Dataløn.
Flow in brief
- CRM and finance form the basis of data
- CSV is securely uploaded to Prowi
- Prowi calculates commission and bonus in real time
- Manager approves with audit trail
- Export to Visma Dataløn for disbursement
Which data fields give the best result
A clear file specification makes the integration robust. We recommend including fields such as:
- Employee ID, department and role
- Order number, closed date and invoice date
- Revenue, Diet and Gross Margin
- Product line, subscription type and period
- Customer ID and customer type
- Commission model and rate
- Corrections and reference to the credit note
Supported commission models in Prowi
Prowi covers the most used models, so you can match your business one to one.
- Percentage of sales
- Steps with accelerator effect
- Advance-based calculation
- Subscription and customer travel-based payout
- Team and Pool-based Distribution
- Advances against commission in ramp up
Step by step setup example
Revenue 250.000 DKK
Step 0 to 100,000 DKK yields 3 percent
Step 100,001 to 250,000 DKK yields 5 percent
Commission: DKK 3,000 plus DKK 7,500
Total: 10,500 DKK with full audit trail
Approval, control and compliance
All withdrawals follow a clear responsibility. Managers approve amounts in Prowi and all changes are logged. Rules are tied to specific data fields so that the model can be revised and explained.
Checkpoints
- Voting against source data and log for fixes
- Unique references in the export file for Visma Dataløn
- Handling vacation, illness, severance and accrual
- Access management by role and the principle of least possible rights
Security and data protection
CSV files are handled through secure channels. Prowi supports data minimization, retention policies and GDPR. The setup is adapted to your internal requirements and controls.
Low Risk Deployment
Get started quickly with a step-by-step plan. Start narrow, validate calculations and roll out wider.
Recommended plan
- Week 1: File specification, mapping and test data
- Week 2: Pilot import, validation and correction rules
- Week 3: Approval flow, export to Visma Dataløn and go live
FAQs
Can we change rules without changing CSV
Yes. Rules are adjusted in Prowi, while the CSV structure can be preserved. New rules are being tested in sandbox.
Can we combine revenue and profit margin
Yes. Choose revenue for simplicity or margin for margin focus. Models can be combined per product line.
How to handle credit note and corrections
Lines with reference to original order are loaded as correction. Prowi updates computation and log for full traceability.
How often should we exchange files
Daily, weekly or monthly. A fixed rhythm provides up-to-date figures for employees and smooth approvals.