Home 3-way Reconciliation How do I add supporting data to a side?

How do I add supporting data to a side?

Last updated on Aug 31, 2026

Short Answer: Click the "+ Add supporting data" link under the upload area for a side, then follow the file upload prompt to attach CSV, XLS, or XLSX files.

PreRequisites

  1. Be on the New reconciliation page

  2. Have supporting data files saved as CSV, XLS, or XLSX

Steps

  1. Find the side column where you want to add supporting data e.g., under the "Upload file" area.
    You can see the "+ Add supporting data" link below the upload area.

  2. Click "+ Add supporting data".
    An upload dialog or control appears to select supporting files.

  3. Select your supporting CSV/XLS/XLSX file(s) and confirm.
    Supporting data files are attached to that side.

Troubleshooting

  1. "+ Add supporting data" is not clickable or does nothing.
    LikelyCause: Your account may not have permission to add supporting data or the UI is blocked.
    Action: Try refreshing the page, use a different browser, or contact your admin to check permissions.

  2. Supporting data upload fails.
    LikelyCause: File type not supported or network interruption.
    Action: Ensure files are CSV, XLS, or XLSX. Retry the upload on a stable network.

Note: The "+ Add supporting data" control is shown under each side's upload area in the screenshot.