Add a data source

A data source is a provider that sends you a report — a processor, vendor, or partner (for example First Data Canada, Moneris, Global Payments). You create one data source per provider, then upload that provider's monthly reports to it. Each source carries its own revenue flow (deductions) and its own report layout.

Steps

1. Go to Data in the sidebar.
2. In the Sources area, click Add source.
3. In the Add Data Source dialog, fill in:
   • Source Name (required) — the provider's name, e.g. Moneris.
   • Currency — the currency the provider reports in. Defaults to your organization's currency. Only change it if this provider pays you in a different currency (see Reporting currency).
   • Company Split % — your company's share of this source's profit, before commissions. Defaults to 100. Use 100 if the reports already arrive as your net (pre-split); use a lower number (e.g. 60) if the provider keeps a share.
4. Click Save. You'll see a confirmation that the source was created.

What "Company Split %" does

This is the vendor share step of the revenue-flow waterfall. At 100%, there's no vendor share and your Company Revenue equals Total Profit. At 60%, the vendor keeps 40% and only 60% flows down to deductions and commissions.

Good to know

• Currency is per source. If a source reports in USD but you report in CAD, SplitRun will ask for an exchange rate when you upload. See Reporting currency.
• Rename later, safely. You can rename a source anytime (Settings → Vendors, or the source's page). Renaming doesn't change any numbers — it just relabels. This is how you'd turn placeholder names like "Processor 1/2/3" into real names.
• Report types come next. A single source often produces several report layouts (e.g. Visa, Mastercard, equipment rental). You define those as income types / report types and map their columns — see Map report columns.

Next

• Upload a report for this source.
• Configure its revenue flow / deductions.