Home Reconciliation What does the import preview table show and how should I use it?

What does the import preview table show and how should I use it?

Last updated on Aug 27, 2026

Short Answer: The import preview table shows sample rows from your uploaded file so you can verify the data and choose correct column mappings before saving.

PreRequisites

  1. You have uploaded a file and the Import modal is open preview visible

Steps

  1. Open the Import modal by uploading a file from the Create view.
    A preview table with sample rows from the file appears on the left.

  2. Scan the sample rows to identify which file column contains dates, descriptions, amounts, or other key values.
    You can clearly identify columns to map.

  3. Use the mapping controls on the right to assign each required system field to the correct column from the preview.
    Mappings reflect the data shown in the sample rows.

  4. If sample rows look wrong e.g., missing headers or shifted columns, close the modal and correct the file before re-uploading.
    A corrected file yields an accurate preview for mapping.

Troubleshooting

  1. Preview rows show header text among data rows.
    LikelyCause: Header row is not recognized extra blank rows above header or the file includes extra lines.
    Action: Open the file, remove extra blank rows above the header, save, and re-upload.

  2. Numbers or dates display incorrectly in preview.
    LikelyCause: Locale/format mismatch e.g., comma vs period decimal separator or non-standard date format.
    Action: Normalize formatting in your source/export use ISO dates or US format, then re-upload.

Note: Use the left preview to validate mapping decisions — accurate mapping prevents later reconciliation errors.