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Before a reconciliation run can match transactions, you need to import transaction data from your sources. The Imports screen handles the upload and tracks the resulting ingestion job on the same page.

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Uploading data

1
Navigate to Matcher → Operate → Import file in the left sidebar.
2
In the Destination panel, pick the reconciliation context and the source leg to ingest into. The panel confirms the destination is Ready to ingest — the context must be active before you can upload.
3
In the Upload file panel, drop a transaction file or browse for one (one file at a time). Pick the file Format if it is not inferred from the extension.
Supported formats are detected automatically; the panel lists the supported format families. For the full catalog — CSV, JSON, XML, ISO 20022 camt.053, CNAB, and acquirer layouts — see Import formats.
4
Optionally click Preview to inspect how the file parses before committing to the upload.
5
Click Upload. The upload progress is shown, and once accepted the page confirms the file is being processed.

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Tracking ingestion status

After uploading, the active import’s status appears on the same page — total rows, imported, and failed counts — until you Dismiss it or choose Stop watching. The Import jobs table below keeps the full ingestion history; it is also available on the Operational History page.