---
schema_version: "1"
id: 28721293c23cc564472bebcfda37b32950e57336c9bbee08fdabb6884cab9d62
title: Import Adjustments and Create an Adjustment Rule in Salesforce Spiff
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_import_adjustment.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_import_adjustment.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 315cfe9fbac33713ef5965e460432fbea27caebe71902d4d491e60f4688f05a7
description: Adjust the total commission amount for a period in Salesforce Spiff. To make a large number of adjustments at once, upload a file that includes all the adjustment records. Configure a rule so that the adjustment data in the upload file applies to the appropriate reps in the appropriate period.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Import Adjustments and Create an Adjustment Rule in Salesforce Spiff

Adjust the total commission amount for a period in Salesforce Spiff. To make a large number of adjustments at once, upload a file that includes all the adjustment records. Configure a rule so that the adjustment data in the upload file applies to the appropriate reps in the appropriate period.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d93860e76">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d93860e76 ">To import adjustments and create an adjustment rule:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d93860e76 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with this permission turned on.</p>
              <p style="margin-bottom:0;">Designer Configuration: Manage</p>
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1. Prepare a Microsoft Excel file that contains the adjustment records. Name the sheet with the name of the table that you want to update in Spiff and include these required fields.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d93860e113-option" id="d93860e117">external_id</th><td style="vertical-align:top;" headers="d93860e113-desc d93860e117">A unique ID for each record. If you're updating an existing record, use the same external_id.</td></tr><tr class=""><th style="vertical-align:top;" headers="d93860e113-option" id="d93860e126">Date</th><td style="vertical-align:top;" headers="d93860e113-desc d93860e126">The date for the statement period that the adjustment applies to.</td></tr><tr class=""><th style="vertical-align:top;" headers="d93860e113-option" id="d93860e135">SalesRepId</th><td style="vertical-align:top;" headers="d93860e113-desc d93860e135">The external ID of the rep that the adjustment applies to. Look up a rep's external ID from the Users page From the Admin menu.</td></tr><tr class=""><th style="vertical-align:top;" headers="d93860e113-option" id="d93860e144">Amount</th><td style="vertical-align:top;" headers="d93860e113-desc d93860e144">The adjustment amount for the period, either positive or negative.</td></tr></tbody></table>
    
    Optionally, add a Comment field that explains the reason for the adjustment, which can be useful for future audits. Add other optional fields that you want to upload.
2. Upload the file in Spiff.
    
    See [Upload Data in the Data Sources Page in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_upload.htm&release=264.0.0&type=5 "To manually upload records into Salesforce Spiff, import .xlsx or .csv files that represent users, deals, accounts, or other objects.").
3. In Designer, go to **Manage Objects & Fields**, select the Adjustment object, and click the **+** icon next to each field so that they're available for use.
    
    This step is required only for new objects and fields that you aren't already using.
4. In Designer, create these data filters for filtering the adjustment records by rep and statement period.
    
    See [Create a Data Filter in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_data_filter_create.htm&release=264.0.0&type=5 "Create data filters in Salesforce Spiff without writing any code.").
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d93860e202-option" id="d93860e206">Adjustments_ByRep</th><td style="vertical-align:top;" headers="d93860e202-desc d93860e206">Returns only adjustments for the rep whose statement you're updating.</td></tr><tr class=""><th style="vertical-align:top;" headers="d93860e202-option" id="d93860e215">Adjustments_InPeriod</th><td style="vertical-align:top;" headers="d93860e202-desc d93860e215">Returns only adjustments that apply to the current statement period.</td></tr><tr class=""><th style="vertical-align:top;" headers="d93860e202-option" id="d93860e224">Adjustments_ByRepInPeriod</th><td style="vertical-align:top;" headers="d93860e202-desc d93860e224">Joins the rep and period data filters.</td></tr></tbody></table>
5. Create a payout rule that references adjustment records and amounts in rep statements.
    
    See [Create a Payout Rule](https://help.salesforce.com/s/articleView?id=sales.spiff_payout_rule_create.htm&release=264.0.0&type=5 "From Salesforce Spiff Designer, create a payout rule for a commission plan.").
    
    1. Select the **Adjustments\_ByRepInPeriod** data filter.
    2. In the formula, enter Amount, which is the name of the field in the upload file that contains the adjustment amounts for each record.
    3. To include other optional fields from the adjustment record that you want to show in statements, such as Date or Comment, add a calculation named StatementFields.
        
        ```
        if(Date, 0, 0) + if(Comment, 0, 0)
        ```
        
        ![Payout rule that references adjustment record information](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_import_adjustment_rule.png)
6. Recalculate rep statements.
    
    See [Recalculating Commission Statements](https://help.salesforce.com/s/articleView?id=sales.spiff_statements_recalculate.htm&release=264.0.0&type=5 "After a data import or change in plans or commission logic, you can manually recalculate individual or all unfrozen statements to get accurate commission amounts.").