Plans
Connect a plan to data
A plan needs data to calculate payouts. Connect it to a report from your software or a dataset, then confirm which columns it should read.
How it works
- Use “Connect data” to choose the report the plan reads.
- Match each field the plan needs to a column in your report.
- Change it later with “Change data connection” or “Update columns.”
- No connected data? Enter results by hand or upload a filled-in template.