Short Answer: Open 'View format' for the dataset and click the 'Download format' button at the bottom-right of the modal.
PreRequisites
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New reconciliation page open or 'View format' modal accessible
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Connected browser with file download enabled
Steps
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Click 'View format' under the dataset tile you want a template for.
'Expected data format' modal opens. -
Confirm the required fields Sheet, Header row, Date, Amount, Reference / Identifier.
You verify the template will include the required columns. -
Click the 'Download format' button in the modal.
A format template CSV is downloaded to your computer. -
Open the downloaded template and update your data to match the column headers, then re-upload if needed.
File matches expected column names and structure.
Troubleshooting
- Download doesn't start.
LikelyCause: Browser pop-up blocker or download blocked.
Action: Enable downloads for this site or try a different browser and retry.