Quota Upload

You can update the individual quota values for all Quotas at once in SimplyComp via an Excel spreadsheet template. Please, keep in mind that this functionality is only for updating the personal plan overrides for users in a given plan, and not for adding new quotas. First, assign all Users and Quotas to the Plans you’d like to upload Quotas for. Select the ellipsis in the top right-hand side of the Quotas section and select “Download Quota Template”. Select the Calendar you want to download the template for.

Below is a sample of the Quota import template. You can sort/filter on this sheet to make it easier to operate, remember to clear all filters. Do not try to add new Users/Quotas via this sheet - add the Users/Quotas first and then update the values. If you include formulas in the sheet, ensure to remove those and only have the values in the sheet. Values must be in NUMBER FORMAT ONLY, remove all currency signs - this will be taken case of by the Quota Type column, as a setting in the Quota.

Once you’ve finished filling out the import template you are ready to import. From any Plan, scroll to the Quota section and select the ellipsis in the top right-hand corner of the section. Select “Upload Quotas'' and then select the file and Calendar you are importing for. If you get any errors there will be an error extract that will give a brief description of the issue - the rest of Quotas that had no issue will upload if there are errors on a few lines.