Allocora
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Quickstart

Import revenue data without losing calculation control

Revenue rows are the source facts Allocora evaluates. Import them carefully so every calculation can be traced back to the original source.

Start Free Try Sample Data

Before You Begin

  • Prepare one file or synced source for a single close period.
  • Confirm the file includes dates, amounts, currency, product context, and source identifiers.
  • Use a test workspace first if the import format is new.

Expected Result

Imported revenue rows that can be mapped, reviewed, and evaluated by payout rules without editing historical source data in place.

Steps

Follow this path

Each step keeps source revenue, rules, calculation output, and statement evidence in a reviewable sequence.

  1. 01

    Open Revenue Sources and choose a file or supported integration source.

  2. 02

    Upload or sync revenue rows for a single currency and close period.

  3. 03

    Review external product identifiers before calculation.

  4. 04

    Map unmatched products to Allocora products.

  5. 05

    Run readiness checks before creating a calculation run.

Details

What to know

Good import hygiene

Treat source revenue as append-only evidence. Corrections should arrive as refunds, adjustments, or new import rows instead of editing historical rows in place.

  • Keep stable external IDs when possible.
  • Separate test data from production data.
  • Confirm currency before mixing rows into a calculation period.
  • Map external product identifiers before running allocation rules.

What happens after import

Allocora does not pay anyone after import. It prepares governed revenue rows that can be evaluated by rules in a calculation run.

  • Unmapped rows should be resolved or intentionally ignored.
  • Refunds and adjustments should be reviewed for sign and source context.
  • Calculation readiness checks help avoid incomplete runs.

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Apply this in a workspace

Start free, use sample data, then replace examples with your own revenue rows when the workflow is clear.

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