Automate Sales Commission Calculations For Xero


Stop rebuilding commission spreadsheets from Xero data every payout cycle. Sales Cookie connects to Xero once and calculates commissions automatically - accurately and on time.

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Xero Wasn't Built To Calculate Sales Commissions

Xero is great at accounting. But it has no concept of quotas, tiers, splits, or payout schedules - so most Xero users end up rebuilding commissions by hand in spreadsheets every month.

4.2 %

Percentage of payouts later identified as overpayments


23 hrs

Administration time spent per month on repetitive tasks


62 %

Representatives using shadow accounting to verify payouts




Commission Automation For Xero

Ready to become your sales team's hero? Sales Cookie is a powerful sales commission management solution for SMBs. Our cloud-based solution makes it easy to design and manage sales incentive plans - even very complex ones. Every sales representative gets a personalized dashboard with their goals, crediting, and rewards. All calculations are fast and accurate so you can pay reps on time. Here is what the admin console and rep dashboards look like.



What Syncs From Xero

This isn't a black box. Choose exactly which Xero records to sync, and filter what's used for commissions inside Sales Cookie. Xero only produces transactions for commission purposes - not user or employee records.

Sales Documents

  •   Invoices
  •   Invoice Line Items
  •   Items

Payments

  •   Payments
  •   Overpayment Allocations

Credit Notes

  •   Credit Notes
  •   Credit Note Line Items
  •   Credit Note Allocations

Other Records

  •   Contacts

Frequently Asked Questions

How Does The Integration Work?

Authorize our application once. We'll sync records from Xero every hour. All calculations use up-to-date Xero data.

Which Records Will Sync From Xero?

You can choose which records to sync (ex: invoices, payments, credit notes, contacts). Also you can filter records within Sales Cookie.

Is Any Coding Required For The Integration?

Coding is NOT required because we offer native integration with Xero.

Does Sales Cookie Sync Users From Xero?

No. Xero only produces transactions (invoices, payments, credit notes, and similar records) - it has no concept of sales reps or quota holders. Participants and their reporting structure are set up directly inside Sales Cookie.


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