Bring your roster & history in
Import your reps and sales history from a spreadsheet — with a preview before anything is committed.
3 min read · Updated June 20, 2026
Coming off a spreadsheet? You don't have to start empty. Knockt imports your rep roster and sales history so your ledger matches your old tracker from day one.
Upload & map
Upload a CSV or XLSX and Knockt maps the columns — rep, customer, value, dates, status. It tolerates the messy real-world formats spreadsheets accumulate (mixed dates, blank cells) instead of choking on them.
Preview before you commit
Before anything is written, you see a preview with any flagged cells called out, so you can fix a bad row at the source rather than discovering it later. Only when it looks right do you commit — and the real commission engine does the math on the way in, so imported pay matches how Knockt would have calculated it live.
Tip
Don't want to do it yourself? Concierge Migration ($299 one-time) imports your roster and up to two years of history for you — mapped, validated, and delivered in two business days.
Related
Set up your workspace in 10 minutes
Create your company, pick your industry, set a commission plan, and bring your reps in.
Log your first sale
How a rep records a deal from the field, and what happens to the numbers when they do.
Plans, trials & billing
Free vs. Pro, how active-rep pricing works, the 14-day trial, and managing your subscription.