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Overview

Learn practical workflows for common tasks like onboarding collaborators, managing split changes, processing royalties, and handling payments. These examples show how different API endpoints work together to accomplish real-world goals.

What You’ll Learn

  • Onboarding collaborators - Create users, assign splits, verify earnings
  • Managing split changes - Update revenue shares and recalculate accounting
  • Processing royalties - Upload files, check status, distribute earnings
  • Payment workflows - Generate reports, create payments, update balances
  • Territory-specific deals - Handle different splits by region
  • Collaborative projects - Manage multi-contributor revenue sharing
  • Product delivery - Prepare and deliver releases to DSPs
  • Asset DDEX management - Manage DDEX metadata for distribution

Workflow 1: Onboarding a New Collaborator

Add a new user to your workspace and configure their revenue share.
1

Create User Account

Create a user with invitation email.
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2

Assign to Existing Splits

Add the user to existing asset splits.
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3

Create Future Release Splits

Set up default splits for upcoming projects.
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4

Verify Earnings Calculation

Check that earnings are calculated correctly for the user.
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5

Set Payment Preferences (Optional)

Configure payment settings for the user.
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Workflow 2: Managing Revenue Distribution Changes

Handle changes to split agreements while maintaining historical accuracy.

Scenario: Split Terms Changing Mid-Year

When split agreements change, choose the appropriate update method:

Option A: Update Existing Split (Simple Change)

For simple percentage adjustments without time-based conditions:
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Updating an existing split applies the new percentages to ALL historical data. Use temporal splits (Option B) for changes that should only apply going forward.

Option B: Create Temporal Split (Time-Based Change)

For changes that apply from a specific date forward:
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Refresh Earnings After Changes

After making split changes, refresh accounting data:
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Notify Affected Users

After split changes, notify collaborators:
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Workflow 3: Processing and Distributing Royalties

Complete workflow from file upload to user earnings distribution.
1

Upload Royalty File

Upload CSV or ZIP file from streaming platform.
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The system automatically recognizes the file format and reporting period from the file contents and metadata.
2

Monitor Processing

Check file processing status.
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Large files may take several minutes to process. Poll the status endpoint every 30-60 seconds.
3

Verify Earnings Updated

Check that user balances were updated.
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Review Updated Earnings

Check detailed earnings for specific users.
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Workflow 4: Payment Cycle Management

Monthly payment workflow from eligibility check to payment execution.
1

Generate Current Due Report

Get all users with outstanding balances.
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2

Filter by Payment Settings

Filter users who meet minimum threshold and have payment settings.
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3

Create Payment Batch

Create payment records for eligible users.
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4

Process External Payments

After processing payments through your payment provider, update records.
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5

Notify Users

Send payment confirmation notifications.
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Common Use Cases

Use Case 1: Label with Multiple Artists

Set up a label workspace with default splits for all artists.
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Use Case 2: Collaborative Project

Manage splits for a multi-contributor project.
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Use Case 3: Territory-Specific Deals

Handle different split agreements by territory.
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Integration Sequences

Sequence 1: User → Splits → Accounting

Complete flow from user creation to earnings calculation:
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Sequence 2: Splits → Accounting Update

Update splits and verify accounting recalculation:
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Sequence 3: Payment → Balance Update

Create payment and verify balance adjustment:
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Best Practices

Data Consistency

  1. Create users before splits - Users must exist before being assigned to splits
  2. Validate splits before activation - Ensure splits add up to 100% and have valid date ranges
  3. Use temporal splits for term changes - Preserves historical accuracy
  4. Verify data after changes - Always check results after updates

Workflow Efficiency

  1. Batch user creation - Use bulk endpoints for multiple users
  2. Set default splits - Apply workspace-level defaults for consistency
  3. Monitor file processing - Poll status endpoints for upload completion
  4. Check eligibility first - Filter users before creating payments

Communication

  1. Notify users of changes - Keep collaborators informed via notifications
  2. Document split terms - Store agreements in metadata fields
  3. Regular reporting - Send periodic earning statements
  4. Payment confirmations - Notify users when payments are processed

Troubleshooting

Solution:
  1. Verify split was saved successfully (check API response)
  2. Request fresh calculation: GET /accounting/{id}/stats?forceRefresh=true
  3. Verify split date ranges include current period
  4. Check that royalty data exists for the asset
Checklist:
  • User has at least one active split
  • Split date ranges include current period
  • Asset/Product has royalty data uploaded
  • Split percentages are valid (0-100)
Verify:
Solution:
  1. Verify payment status is successfully created
  2. Check payment amount matches expected value
  3. Request fresh accounting data: GET /accounting/{id}/stats?forceRefresh=true
  4. Review transaction history to confirm payment was recorded
Solution:
  1. Review all split shares for the asset
  2. Ensure percentages add up to exactly 100%
  3. Check for overlapping temporal splits
  4. Update split shares before saving:
Check status:
Common causes:
  • Large file (may take 10-30 minutes)
  • Invalid file format
  • Missing required columns
  • File encoding issues
Solutions:
  1. Wait 30 minutes for large files
  2. Check error details in file status
  3. Verify file format matches source
  4. Re-upload with correct royaltySource specified

API Reference

Related Guides: Key Endpoints:

Workflow 5: Product Delivery to DSPs

Complete workflow for delivering music releases to Digital Service Providers.
1

Prepare Asset DDEX Metadata

Ensure all assets have complete DDEX metadata before creating products.
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See the Asset DDEX Management Guide for complete DDEX metadata requirements.
2

Verify Asset Readiness

Check that assets meet DDEX requirements for delivery.
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3

Get Available Delivery Providers

Check which DSPs are available for delivery.
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4

Validate Product for Delivery

Ensure product meets all provider requirements.
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5

Create Delivery

Deliver the product to selected DSPs.
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See the Product Delivery Guide for complete delivery workflows.
6

Monitor Delivery Status

Track delivery progress for each provider.
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Workflow 6: Complete Release Lifecycle

End-to-end workflow from asset upload to DSP delivery and royalty collection.
1

Upload and Configure Assets

Upload audio files and configure DDEX metadata.
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2

Create Product (Release)

Group assets into a product/release.
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3

Configure Splits

Set up revenue sharing for the release.
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4

Deliver to DSPs

Send the release to streaming platforms (see Workflow 5).
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5

Monitor and Collect Royalties

Process royalty reports as they arrive (see Workflow 3).
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Process Payments

Distribute earnings to collaborators (see Workflow 4).
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Summary

These workflows demonstrate how to combine user management, splits, accounting, payments, and distribution for common scenarios:
  • Onboarding - Create users, assign splits, verify earnings
  • Split changes - Update terms, recalculate accounting, notify users
  • Royalty processing - Upload files, monitor progress, distribute earnings
  • Payments - Generate reports, create payments, update balances
  • Product delivery - Prepare assets, validate metadata, deliver to DSPs
  • Release lifecycle - Complete flow from upload to distribution and royalty collection
Follow these patterns to build efficient royalty management workflows that scale with your business.