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Connect your revenue

For Lasso to pay a partner the right commission, it needs to know how much a referred deal is actually worth. Revenue sources connect Lasso to where that money is tracked, your billing system, so a closed referral links to the customer it became and the revenue behind it flows in on its own.

Where revenue comes from

You point Lasso at the systems your revenue lives in, such as Stripe, Chargebee, or Shopify. Once connected, Lasso can read the invoices or transactions tied to a referred customer and use them to work out what each partner has earned, so commissions reflect real revenue rather than estimates.

The tedious part of partner accounting is matching each closed referral to the right customer record. Lasso does this for you: when a referral closes won, it finds the matching customer in your billing system (by an email, domain, or other identifier you’ve told it to use) and links them. From then on, the revenue from that customer is attributed to the referring partner without anyone matching invoices by hand.

If Lasso can’t find a confident match, it tells you, so you can link it manually instead of guessing.

You decide the order and the history

When you have more than one revenue source, you set the order Lasso tries them in, so the most likely match is checked first. You can also tell a source how far back to pull, to bring in revenue from deals that closed before you connected it.

Availability

Revenue sources are set up with your billing systems as part of your account configuration. If you’d like to connect a new source, your account manager can help.

Set it up

The full walkthrough, covering connecting a billing system, setting up automatic matching, ordering your sources, and pulling historical revenue, lives in your Lasso account.

View the revenue guide
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