Home Credit Card Reconciliation How do I select multiple Reference / Identifier columns to use for matching?

How do I select multiple Reference / Identifier columns to use for matching?

Last updated on Sep 08, 2026

How do I select multiple Reference / Identifier columns to use for matching?

Category: File mapping

Short Answer: Open 'Configure file' for the file and add multiple columns in the 'Reference / Identifier' field; selected columns appear as tags.

Answer

PreRequisites

  1. File is uploaded and you can open the Configure file modal.

  2. You know which columns should serve as identifiers.

Steps

  1. Open the upload/configure screen and click the pencil edit icon on the file card to open 'Configure file'.
    The Configure file modal opens for that file.

  2. In the right panel find 'Reference / Identifier' and open the dropdown.
    You see available column names to select.

  3. Click each column you want to use examples visible: 'Reference', 'Description', 'Num', 'Memo/Description', 'Name'.
    Selected columns appear as tags in the Reference / Identifier field.

  4. Close the modal and re-run reconciliation so matches use the newly selected identifiers.
    Matching uses the set of identifier columns.

Troubleshooting

  1. Adding identifiers did not change match results.
    LikelyCause: The chosen identifier columns do not contain matching values across both files.
    Action: Confirm that the same identifier columns or equivalent values are present in both files, or add a different identifier that aligns between files.