API first

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Hi, I'm Diarmuid, one of  the co-founders of EqualTo.

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Today I'm going to show you how you  can get real-time commission data  

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to present in your sales portal  or CRM using EqualTo's open API.

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EqualTo is a flexible platform which allows you  to create, deploy and maintain incentive plans.

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For this demo I'm going to use  this Sales Partner incentive plan.

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This incentive plan takes data which  has been sent-in by the open API  

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and processes it using this incentive plan  logic defined in the spreadsheet below.

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We can see the multi-tier accelerator  logic, as well as some other additional  

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components to this incentive plan such as  a multi-year bonus and a new logo bonus.

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These are all added together, in  order to compute the commission  

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for each of the deals that are  being processed by this plan.

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So how do we get the data  into this incentive plan?

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To do that, we go to the data  section of EqualTo. Here,  

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you can connect to external sources of  data such as Salesforce, or Hubspot.

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But you can also send data into  EqualTo using our open API.

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Here you can see the SalesData table,  

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which contains all of the data currently being  processed by our Sales Partner incentive plan.

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What we'd like to do now is add  another row of data to this table

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so that our Sales Partner plan can  process that, compute the commission  

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and we can then get that commission  out using the EqualTo open API.

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To do this, I've opened a Python terminal.

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I'm now going to establish a connection to the  

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EqualTo server using credentials  downloaded from the platform.

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Next, I'm going to insert a new sale  into the table we were just looking at.

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We can see that this new sale was  

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added to the table and should now be already  processed by the Sales Partner incentive plan.

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Re-opening the SalesData table we can see the new  row has indeed been added. And if we open up the  

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Results section of EqualTo we can also see that  the commission has been calculated for this sale.

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So now the question is: how can  we get this commission data out  

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so that we can potentially present  it in our sales portal or CRM?

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Well, let's return to our Python terminal.  There are many different ways of accessing  

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the commission data, but the simplest way to get  this commission for this recently added sale,  

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is to just retrieve the most  recently created commission.

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And there we have it! This is the sale to  Facebook, that we just added to the table  

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and we see the commission payment  is included in the JSON data.

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Of course, today, we've only scratched  the surface of what EqualTo can do.

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Get in touch, and one of our specialists  will be happy to show you how you can use  

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EqualTo - the Sales Commission Operating System  - to automate your entire commission process.