Visma Enterprise + Prowi

Automate commissions and bonuses from CRM to payroll with a simple CSV integration

Why Choose CSV Integration

A CSV integration between Visma Enterprise and Prowi is a quick way to get started without complex projects. You get a stable data flow that supports the correct calculation of commissions and bonuses, real-time insights for employees and an efficient approval flow for management.

Benefits for you

• Short time from start to operation
• Full control over data fields and frequency
• Correct and traceable calculation of commission and bonus
• Less administration for finance and HR
• Transparency for both management and employees

This is how the integration works

Prowi receives data via scheduled CSV extractions from your systems. The file is securely uploaded to Prowi, where calculations and approvals are done automatically. The approved amounts are then exported to Visma Enterprise in a format that suits your salary setup.

Typical data flow

1. CRM and finance provide data base for CSV
2. CSV is securely uploaded to Prowi
3. Prowi calculates commissions and bonuses in real time
4. Authentication in Prowi with audit trail
5. Export back to Visma Enterprise for salary payment

Examples of fields in CSV

• Employee ID and Department
• Order number and date of closing
• Revenue, Diet and Gross Margin
• Product, plan, or subscription status
• Customer ID and customer type
• Commission model and rate
• Corrections and credit note reference

Computational models in Prowi

Prowi supports simple percentage models, incremental rates, advance-based calculation, subscription-based commission, and team or pool. You choose the model by role, product or business area. The rules are documented and can be tested in sandbox before go live.

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 amounts to 3,000 DKK plus 7,500 DKK
• Total commission 10,500 DKK with full audit trail

Approval and audit trail

Each payout step has a clear responsibility. Managers approve amounts in Prowi and all changes are logged. It provides security for employees, management and auditing.

Checkpoints

• Rules lock to data fields
• Voting against source data
• Traceability of corrections and credits
• Export files with unique references

Security and compliance

CSV files are handled via secure transfers and access is managed by role. Prowi supports data minimization and retention principles. Setup is adapted to your internal policies so that you comply with GDPR and internal controls.

Operation and support

You get a clear operation guide with file specifications, error handling and alerts. Prowi monitors imports and calculations and provides notification in case of deviations. Our team helps with mapping, testing and continuous optimization.

Types of errors we catch early

• Missing employee ID
• Invalid Date Formats
• Double posting of the same order
• Negative lines without credit note reference

Rapid Deployment

A CSV integration can be implemented incrementally. Start with a defined area, tally results, and then expand to more teams or products.

Recommended plan

• Week 1: File specification, mapping and test data
• Week 2: Pilot import and validation of calculations
• Week 3: Approval flow, export to Visma Enterprise and go live

FAQs

• What if we change commission rules
  You adjust rules in Prowi without changing your CSV structure. New rules can be tested in sandbox before production.

• Can we drive both revenue and profit
  Yes. Use revenue for simplicity or margin for better margin management. Prowi can also combine models per product.

• What about vacation, illness and resignation
  Prowi supports corrections, stop rules and accrual. Exports to Visma Enterprise may take into account special deductions and surcharges.

• How often should we run file exchange
  Typically monthly or quarterly

Want to hear more?

Want to see how CSV integration between Visma Enterprise and Prowi works in practice
Book a demo and get a file specification and a concrete plan for your setup.

Do you need a direct integration between Visma Enterprise and Prowi
Contact Prowi for a dialogue about an API-based solution that suits your environment.

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