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MartinLynchCoupa
New Contributor
January 24, 2025
Solved

Changing a individuals Quota

  • January 24, 2025
  • 0 replies
  • 192 views

I have to change an individuals quota.. How can I do this?

It looks like I have to upload all quotas again with the change for that individual change included. 

Thanks

    This topic has been closed for replies.
    Best answer by elijah

    Hi ​@MartinLynchCoupa— Great question!

    You can do a Quota Upload through the Quota Management module in Clari. When doing a Quota Upload, you can update just an individual user’s quota if you’d like (you don’t have to update all the quotas). You would just need to specify the User and the Time Period. 

    For example, if you’re just looking to update a single user’s quota, then the CSV file you’re preparing to upload should only include one row with the required information, similar to the one below.  

    CRM_USER_ID PERIOD_NAME QUOTA_NAME QUOTA_GOAL CURRENCY
    AAA000000000000 2022_Q1 am_quota 0 USD

     

    After you upload your quota file, only those users’ quotas specified in the CSV will be updated.  All other users’ quotas will remain the same as they were prior to the upload. 

    elijah
    Community Manager
    elijahAnswer
    Community Manager
    January 27, 2025

    Hi ​@MartinLynchCoupa— Great question!

    You can do a Quota Upload through the Quota Management module in Clari. When doing a Quota Upload, you can update just an individual user’s quota if you’d like (you don’t have to update all the quotas). You would just need to specify the User and the Time Period. 

    For example, if you’re just looking to update a single user’s quota, then the CSV file you’re preparing to upload should only include one row with the required information, similar to the one below.  

    CRM_USER_ID PERIOD_NAME QUOTA_NAME QUOTA_GOAL CURRENCY
    AAA000000000000 2022_Q1 am_quota 0 USD

     

    After you upload your quota file, only those users’ quotas specified in the CSV will be updated.  All other users’ quotas will remain the same as they were prior to the upload. 

    Elijah Ezeji-Okoye, Community Manager, Clari
    MartinLynchCoupaAuthor
    New Contributor
    January 28, 2025

    HI ​@elijah This is great. Thanks so much for your help. 

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