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Agent Split Percentage Added to Residual Details

Agent Split Percentage Added to Residual Details

IRIS CRM residuals reporting for sub-ISOs just leveled up thanks to the addition of the agent split field in the Residual Details report.

By having the agent split information available in the detailed residuals reporting, sub-ISOs can easily export the detailed report from the IRIS CRM site of the ISO they’re working with and import it into their own. Not only is this an improvement over only having the summary report due to all of the added information, but the agent split field can be mapped as the group split when it’s imported in order to calculate more accurate net residuals for your own ISO. 

Thanks to the agent split field, sub-ISOs are able to spend less time working on manually calculating additional expenses and net residuals in order to focus on analysis and, most importantly, continue selling so they can increase their residuals.

You are able to enjoy the benefits of the added split column for all of the processors you receive residuals data for, it will be displayed in their respective Residual Details table. Continue reading to learn how to map your residuals import in order to get the most out of the agent split column as a sub-ISO. 

 

Mapping Your Residuals Import

In order to leverage the benefits of importing the Residual Details report from another IRIS CRM site, your residual imports mappings need to be set up properly. Please follow these steps to configure the mappings and import the Residual Details report as a sub-ISO. 

Step 1: Configure Residual Mapping for Import

In order to leverage the benefits of importing the residual details report from another IRIS CRM site, your residual imports mappings need to be set up properly. Navigate to My Residuals > Import Residuals > Manage Mappings:

Manage Residual Mappings

Click Edit on the processor whose mapping you want to update (respective to the residual report you’re importing):

Edit Residual Mappings

Add % [FILE] to the Group Split mapping:

IRIS CRM Split Mapping

Scroll to the bottom of the page and click Save Changes to save the updated mapping:

Save Import Mapping

 

Step 2: Export Residual Details Report

In the IRIS CRM site with the primary residuals data, navigate to My Residuals, then click the Details tab for the processor that you want to export residuals data for. Click Export and select either .CSV or .XLS for the export format. 

Residual Details Split Column

 

Step 3: Import Residual Details Report

Within your IRIS CRM site where you want to import the data, navigate to My Residuals, then click Import Residuals at the top:

Import New Residuals Report

Select the exported residual details file from your computer to upload:

Upload New Residual Report to IRIS CRM

Once you’ve selected the file, select the Processor that the residuals import is for. This should be the processor that you updated the default mappings for in Step 1:

Select Import Processor

Click Import to complete the residual import. Then, once the import is complete, click Import again on the completion screen to finish the importing process:

Import Success Confirmation

The detailed residuals will now display in your site’s My Residuals page for the respective processor.

 

Not a client of IRIS CRM and looking for a way to automatically calculate and report on your residuals portfolio? Schedule a demo with IRIS CRM to find out how we can make residuals easy for you and your organization.

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