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Use the Sources section in the Matcher module to configure and manage data sources for reconciliation. Each source defines where transaction data comes from and how it connects to a reconciliation context. Sources are managed from within a context’s detail page.

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Accessing the Sources section

1
Navigate to Reconciliation → Contexts in the left sidebar.
2
Select a context from the list to open its detail page.
3
Scroll to the Data Sources section.
The global Context Switcher in the sidebar lets you change the active reconciliation context at any time.

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Sources list

The table lists all data sources configured for the selected context. Each source shows its name, type, and available actions.

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Creating a source

1
In the Data Sources section of the context detail page, click the New Source button.
2
A side panel opens. Fill in the source details:
FieldDescription
Source Name (required)A descriptive name for the source
Source Type (required)The source type: LEDGER, BANK, GATEWAY, or CUSTOM
Config (JSON)Optional JSON object with source-specific connection settings (e.g., {"accountId": "123", "region": "us-east-1"})
Mapping (JSON)Optional JSON object that maps source data fields to standard reconciliation fields (e.g., {"amount": "entry.amount", "currency": "entry.currency", "date": "entry.settledAt"})
Both the Config and Mapping fields must be valid JSON objects if provided.
3
Click Save Source to create the source.

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Source types

TypeDescription
LEDGERData from a Midaz ledger
BANKData from a bank or financial institution
GATEWAYData from a payment gateway
CUSTOMData from a custom integration

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Editing a source

Click the edit icon next to a source to open the edit panel. Update the fields as needed and click Update Source.

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Deleting a source

Click the delete icon next to a source and confirm the deletion. Sources linked to active reconciliation runs cannot be deleted.