Advisor Payment Import - Setup

Overview

Setting up Advisor Payment Import involves configuring user accounts and establishing "rep IDs" that connect imported data to SmartOffice advisor records.

User Setup Requirements

To access Advisor Payment Import, users need a "Brokerage Management + Commissions tier license." Administrators must enable these user rights:

• CTM – Advisor Payment Import
• Advisor Rep ID Maintenance (optional, only if linking imported data to advisor records)

Rep ID Maintenance

Rep IDs (rep numbers) match incoming payment data to the correct advisor records. Users with the Advisor Rep ID Maintenance right can create and edit these records.

Process:

1. Navigate to Utilities > Advisor Rep ID Maintenance
2. Search existing records or create new ones
3. Complete key fields including:

• Rep Number (provider's code)
• Data Provider

• Introducing B/D
• Effective/Expiration dates

• Rep Branch Number and remarks (optional)

1. Add advisors to the rep ID record, designating primary relationships
2. Save all changes

The system allows multiple advisors per rep number and tracks whether each is the primary advisor for that rep ID.

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