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Connect To Your Source Data

Easily connect to your sales data systems to extract all the data you need. Easily push data back to Salesforce, NetSuite, and payroll.
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Featured in Gartner Magic Quadrant for

Sales Performance Management

February 2020

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gartner
Rated 4.6 in Sales Commission Software

Salesforce

The multi-object sync imports any data from your organization to measure sales performance and calculate commission payments.

Connect Salesforce to Sales Performance Management

Performio is ideal for companies that want an easy-to-use enterprise-grade incentive compensation management solution that can be up and running in weeks.

Our multi-object Salesforce integration helps convert opportunities into commission payments, seamlessly syncing all of your organization’s data.

Automate Sales Commissions in Salesforce

Performio is the ideal platform for Salesforce customers that manage sales compensation with any of the following requirements:

  • Multiple Salesforce objects
  • Multiple data sources
  • Multiple sales compensation plans
  • Various performance metrics
  • Complex rules for sales crediting
  • Leaderboards
  • Ad hoc SPIFs
  • Managing quotas
  • EOM & EOY reporting

Performio’s Salesforce integration ensures contact and opportunity data integrity is retained within your sales team, without compromising your security standards. Drive further ROI from your Salesforce investment because Performio will drive up user adoption. After all, serious salespeople love keeping tabs on their commissions!

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Sync Salesforce Opportunity Data

Performio syncs all opportunity data, including custom fields, product objects, and other related fields. Automatically calculate commissions payable and pending commissions (e.g. reference the opportunity stage) in Performio without having to handle data files. What's more, Performio provides all the additional tools you need to handle those crediting rules, tricky business rules, complicated plan calculations, and more.

 
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Sync Salesforce Custom Objects

Performio's Salesforce importer allows administrators to import records from custom objects in Salesforce - no workarounds or third-party integrations required. Your sales comp team will have all the data they need to calculate commissions accurately. Gain complete control of how data is synced from Salesforce using schedules, rules and filters.

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Single Sign-On (SSO)

Performio provides single sign-on (SSO) access for Salesforce Sales Cloud users, available via the AppExchange. This allows users to access Performio within Salesforce. SSO reduces the number of passwords your users will need to remember. It also ensures your security standards are maintained at the highest level set by your Salesforce administrator.

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User Integration

Synchronize your Salesforce Sales Cloud with Performio and stop worrying about doubling up users and managing another user database. Even if your sales comp plans require additional attributes and date stamps, sync your Salesforce user profile data with Performio to keep both systems perfectly aligned.

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Lightning Fast Setup

Whether you’re a Salesforce beginner or a Trailblazer, setup is as simple as it gets. For the opportunity integration, you simply modify the standard Salesforce customer importer to capture your opportunity field names. Bring in custom fields by adding new fields to Performio’s Opportunity Table and updating the importer with the Salesforce field names. Pretty simple right? If you get stuck, our support team can walk you through the process.

NetSuite

Extend the power of NetSuite with Performio. Use any aspect of your NetSuite data to calculate sales commissions with a few clicks.

Build new compensation plans and add new participants on the fly - without calling in professional services. Manage your sales team’s performance in one robust platform: detailed reports, dispute resolution, approval workflows, plan acceptance, and leaderboards. Leverage real-time data to calculate sales commissions accurately and gain the information you need to make fact-based decisions.

Calculate. Compensate. Communicate.

Easily and quickly calculate sales commissions, keep your sales team motivated, and gain insights from data to make data-driven decisions.

Key Benefits

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Reduce the pain of calculating sales commissions

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Increase transparency for sales reps

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Discover insights into sales performance and sales compensation expenses

REST API

The data API streamlines your commission processes making it easy for upstream systems to feed data into Performio, or push data back out to your source systems.

Commission Software with an API

Performio is ideal for companies that want an easy-to-use enterprise-grade incentive compensation management solution that is easy to use and gets them up and running in weeks.

Connect your CRM, ERP, and HRIS with Performio and start automating sales compensation processes.

Application Programming Interface for Sales Commission Data

Performio aims to provide programmatic access to the application data using the simple and secure REST API, helping you integrate Performio with other systems. All API calls are secured via industry-standard OAuth tokens and HTTPS communication. 

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Data Import API

Performio's data import API accepts data as a file or JSON text and imports it into the system, making it easy for upstream systems to feed data into Performio. This triggers our software scheduler to run your multi-step commission processes.

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Example Use Case for Data Import API

You need to integrate your ERP system with Performio and want to automatically send invoice records to Performio from your ERP. You can configure your new source table in Performio, as well as the importer to precisely match the fields in your invoice data. Your IT team can use the API to trigger the importer to be fed with the JSON text for each invoice record based on an event (e.g., new invoice added).

 
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Calculation API

The calculation API enables an upstream system to trigger a recalculation of commissions after new data has been imported.

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Example Use Case for Calculation API

You use the API to trigger the importer and then “run all calculations” so the entire system is updated every time an invoice is added. Or, you might elect to trigger a specific calculation – eg. “Run Leader Board Calculation”.

SFTP File Transfer

Our Secure File Transfer Protocol (SFTP) scheduler facilitates imports and exports according to your organization's needs.

Enhanced Internet Security

Performio prioritizes data security. We’ll set up a secure shell (SSH) key exchange, which generates a pair of public and private keys for server authentication. Encrypted files are also accepted, so you can have full confidence that your files are securely imported and exported according to your organization's needs.

Load Data On Your Schedule

The SFTP scheduler makes loading and exporting data a breeze. Our simple schedule allows you to dictate the frequency and time for executing your file transfers. For more customization, we can add cron notation to define your frequency, including the year, day of week, month, day of month, hours, minutes, and seconds. Our team of consultants will guide you through the whole setup so you’re confident that your data is loaded without any manual intervention.

Sync Data Transfer

Our job scheduler isn't limited to SFTP. Sync your file transfer with our other data import methods, like our Salesforce Importer, to seamlessly automate and manage your data integrations.

Source Data Import

With Performio, you don’t have to worry about adapting your source data to follow a specific format. Our consultants will do the cleaning and scrubbing for you.

Custom Table Builder

Our custom table builder allows users to map and load any required tables. Import source data, map reference data, or run calculations - there's no limit to your customization. We can build and manage as many custom tables as you need. Create import scripts from any custom table to load source data according to your file template, and export any custom tables in CSV or Excel format for ease of use!

Learn more about what Performio can do

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Incentive Compensation

Eliminate the pain of calculating sales comp and easily communicate sales comp to reps and management.

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Sales Performance Management

Improve team performance through transparent reporting for all members of the team.

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Data Management

Performio has the most powerful data transformation capabilities in the industry. We’ll import your sales, accounting, and people data as-is.

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Reporting

Performio enables you to add new columns to existing reports, create entirely new reports, or even add new plan rules.

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See Performio in action

Read what our customers are saying and why they're automating and tracking sales commissions with
Performio.

Let's talk.

Schedule a custom demo with your data and plans.