Short Answer: Click 'View format' under the dataset tile to open the 'Expected data format' modal, then confirm or change Sheet, Header row, Date, Amount, Reference / Identifier and 'Records to include'.
PreRequisites
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Files uploaded or previewable in the tile
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New reconciliation or report page open
Steps
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Click 'View format' under the dataset you want to inspect e.g., Amazon B2C MTR Report or Amazon Disbursement.
The 'Expected data format' modal opens. -
For Amazon B2C MTR Report confirm 'Sheet' is CSV, 'Header row' is 1, 'Date' = Invoice Date, 'Amount' = Invoice Amount and 'Reference / Identifier' = Order Id.
Preview shows sample rows with those columns and mappings. -
For Amazon Disbursement confirm 'Date' = posted-date, 'Amount' = amount and 'Reference / Identifier' = order-id, then review the left data preview.
Disbursement preview shows settlement-id and sample rows with the selected columns. -
Adjust 'Records to include' by toggling 'Include all records' or adding filters e.g., transaction-type in list Order, Refund or amount-description in list.
Only records that match conditions will be included in reconciliation. -
Click 'Download format' to get a template if you need to modify your file to match required columns.
A template file is downloaded for editing.
Troubleshooting
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Mapped columns don't match your file or preview shows blank headers.
LikelyCause: Header row is set to the wrong row or file lacks headers.
Action: Change the 'Header row' value to the correct row number or add a header row to your file and re-open the preview. -
Rows you expect to include are shown as Skipped.
LikelyCause: 'Records to include' filters exclude those rows.
Action: Turn on 'Include all records' or update the filter values to include your rows, then re-run reconciliation.
Note: Field names Invoice Date, Invoice Amount, Order Id, posted-date, amount, order-id are shown in the UI as example mappings; adjust to your file's column names as needed.