Start free

Installation guide

Install Commission Slate in Zoho CRM and get to your first calculated commission.

Requirements

  • Zoho CRM edition: Zoho CRM Professional edition or higher, with the Deals, Invoices and Sales Orders modules and custom functions available.
  • Modules: at least one of Deals, Invoices or Sales Orders, depending on what you calculate commission from.
  • Browser: a current version of Chrome, Edge, Safari or Firefox.
  • Accounts: no third-party account is required. You only need your Zoho CRM login.

Who can install

A Zoho CRM administrator installs the extension. After setup, administrators and finance users manage plans and payouts; sales reps see only their own commission lines.

Install from the Marketplace

  1. Sign in to Zoho CRM as an administrator and open the Zoho Marketplace, or follow the Commission Slate listing link.
  2. Choose Install on the Commission Slate listing.
  3. Review and accept the permissions on the consent screen.
  4. Choose which CRM profiles should have access, then confirm.
  5. When installation finishes, open the Commissions tab in your CRM.

Permissions and profiles

The consent screen lists what Commission Slate needs: read access to the records you calculate from (Deals, Invoices, Sales Orders and users), and the ability to create and update its own modules. It never modifies your Deals, Invoices or Sales Orders, and it makes no external calls. See Data and security for detail.

When asked which profiles get access, choose administrator and finance profiles at minimum. Choose sales rep profiles too if reps should see their own lines; they will see only their own data.

What gets created

Installing adds the following to your CRM. All of it belongs to Commission Slate and is removed on uninstall.

  • Modules: Commission Plans, Commission Rules, Commission Ledger, Commission Payouts and Commission Logs.
  • Web tab: Commissions, the extension’s interface with Plans, Ledger, Statements, Logs, Settings and Help.
  • Buttons: Commission Breakdown on Deals, Invoices and Sales Orders, and View Statement on Payouts.
  • Workflow rules: rules named “Commission Slate – …” that recalculate commission when source records change.
  • Schedules: a nightly integrity check and a weekly health check.

First-run setup wizard

The first time an administrator opens the Commissions tab, the wizard starts automatically:

  1. Welcome: what will be set up.
  2. Sources: choose which records feed commission (Deals, Invoices, Sales Orders).
  3. Field mapping: tell Commission Slate which of your fields hold amounts, owners, dates and statuses.
  4. Periods: choose how commission periods are cut, for example monthly.
  5. First plan: start from a template or a blank plan.
  6. Test: preview the result on a real record before anything is saved.
  7. Activate: turn calculation on, and optionally backfill existing records.

A fresh install always starts at the setup wizard. Continue with the Admin guide to build out your plans.

Updating

Updates are delivered through the Zoho Marketplace and applied to your organisation by Zoho. Your plans, rules and ledger are kept. Settings shows the installed version, and every version is described in the release notes.

Uninstalling

An administrator can uninstall from the Zoho Marketplace installed-extensions page. Zoho deletes all Commission Slate data (plans, rules, ledger, payouts and logs), so export anything you need first. Your Deals, Invoices, Sales Orders and other CRM records are untouched. If you reinstall straight away, Zoho may block the new install for a few minutes while it finishes cleaning up; wait and try again.

Need help?

See the FAQ or email [email protected]. We reply within 1 business day.