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After setting up the RevRec site for your business, it is important to bring your transaction data into RevRec for further processing. Transaction data includes your business sales/subscriptions/sales orders, commissions, and invoice records. You can bring your transaction into RevRec in more than one way.
RevRec offers direct integration with several types of systems out of the box. You can integrate RevRec with your sales, or invoicing systems to fetch the sales or billing transactions in RevRec. After setting up the integration, RevRec automatically processes your sales orders and billing data for revenue recognition. You don't have to sync data manually.
In addition to the automated data sync through direct integration, you can also do a bulk upload of data or directly enter the transaction data through the user interface as required.
You can connect RevRec with third-party systems to enable automatic data sync. You can connect RevRec with third-party systems such as:
Note
Only users with Admin role can access this feature in your RevRec site.
Follow the steps below to connect your RevRec account with third-party systems for automated data sync:
Once connected, RevRec pulls your closed sales opportunities, or invoices data automatically as per schedule, or manually when you initiate a Run Job and does all the computations based on the revenue rules that have already been configured.
You will see a job created on the Sync UI page. Details for different jobs created are as follows:
The sync job created on the sync stream may identify errors that comprise data that are incomplete and need to be rectified in the source system.
It is always a good practice to review and resolve these errors in the source system. However, if it is a missing SSP or something on the RevRec side then you resolve those as a part of the closing process.
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