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Import Earnings and Fees Data to CRM Analytics for Financial Services Apps
Follow these steps to add data about earnings and fees from an external source to the Analytics for Wealth Management and Analytics for Insurance apps.
- Create a .CSV file with these columns (field names), in this order, with these exact
names. Column names are case-sensitive:
For an example, see Analytics for Wealth Management Example Earnings and Fees .CSV File.Name Contents product Names of your financial products, such as Annuity, ETF,and Mutual Fund. id A number that’s used to identify the fee/earning record. date Date of the record in mm-dd-yy format. fees Amount of the fee for the record. revenue Amount of the revenue for the record. commission Amount of the commission for the record. aum Amount of assets under management (aum) for the record. 
Important Create and open .CSV files using only a UTF-8-compliant text editor. Opening them in Microsoft Excel or other spreadsheet software reformats .CSV files and makes them unusable in CRM Analytics. - Save the .CSV file to a location you can easily remember.
- Create the app according to the instructions provided in Create and Share the Analytics for Wealth Management App or Create and Share the Analytics for Insurance App.
- Open the app, click Datasets, and locate the earnings and fees dataset.
- Click the triangle on the far-right side of the screen, and select Edit.
- At the top of the next screen, locate the Replace Data icon, next to the gear, and click
it.
- Click Select a file or drag it here, locate the .CSV file you created, select it, and click Open.
- On the next two screens, click Next. Then, click Upload File and Replace.
The next time the dataflow for your app runs, CRM Analytics adds fees and earnings metrics to relevant dashboards.
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