🤔 What’s a Template?

• In Tone, a template is a set of rules, conditions, and mappings that are applied when processing a sales file, turning your Original Data into Cleaned Data ready to use in a royalty calculation.
• A template can be re-used and applied to other files.
• Templates are stored at the individual file level. If you make any changes to the Cleaned Data, those changes will only be applied to the current file you’re working in.
  • Once you’ve finished making edits, you can then manually copy the template setup to other files.
  • If you have not already begun processing the other files, Tone will attempt to auto-match to a template once you’ve marked the edited file as Ready.
• If you’ve worked in other royalty systems, you may be used to creating and editing templates separately from sales file processing. However, this process can lead to data integrity issues.
  • If a file is processed using Template A and reported in a royalty calculation, and then edits are made to Template A, you’ve now lost your record of exactly how that file was processed.
  • Tone eliminates this issue. In addition to storing templates at the individual file level, Tone will “lock” sales files for editing once they’ve been used in a royalty calculation. You can continue to resolve unmapped sales lines and unreported sales, but will not be able to make any edits to the Cleaned Data once the file has been reported.

🛠️ Building Your Template

Navigating to the Sales File Template Builder

1. From the main navigation, go to Sales.

2. Select the Sales tab to see your uploaded sales files.

3. Click on a sales file to open its details panel on the right.

4. In the details panel, locate the sheet you want to configure and click the View or Get Started button (depending on the status of the file it will show View or Get Started)

This will take you directly into the Template Builder for that sheet, where you can map and configure column data.

▎ Note: The Template Builder is only accessible for files that have been uploaded. Files still processing won't show the View button yet.

You are now in the Template Builder. This tool lets you create and manage your own sales file templates, ensuring your raw data is imported and processed consistently.

• The Original Data tab displays the raw file data (no need to keep the file open in another tab!)
• The Cleaned Data tab is where you will tell Tone how to process this file

Configure Original Data Structure