Configure the QuotaPath Integration

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Last updated on Aug 26, 2026

Once the QuotaPath integration is connected, use its settings to control which commission data syncs into Maxio and how.

As an Admin user, go to Expenses > QuotaPath, then click the pencil icon (Update Settings) to edit these settings.

Settings

General Settings on the QuotaPath Settings page

Setting	Description
Mode	Shows whether the integration is connected to QuotaPath's Production or Sandbox environment. Only Maxio can change this.
Authentication Token	The API token you generated in QuotaPath, under Account > API Tokens.
Sync Vendors	Determines whether to sync vendors (sales reps) from QuotaPath. Payouts can't sync while this is disabled, so new commissions won't come in as Expense Obligations until it's turned back on.
Default Register	The Maxio Register to assign Expense Obligations synced in from QuotaPath.
Sync Schedule	Manual - Requires you to sync with QuotaPath yourself. This is the default setting. Nightly - Runs the sync automatically every night. Hourly - Runs the sync automatically every hour.
Sync Bills On or After Date	(Optional) The starting point of the date span of legacy bills to sync into Maxio.
Sync Bills Only Through Date	(Optional) The ending point of the date span of legacy bills to sync into Maxio.
Allow Expense Updates	Permits updates to Expense Transactions from QuotaPath. When enabled, the associated Bills and Expense Schedules are regenerated.

To connect the integration for the first time, see Setup the QuotaPath Integration.

To sync Deals and Payouts, see Sync with QuotaPath.

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