Uploading data
1
Navigate to Matcher → Operate → Import file in the left sidebar.
2
In the Destination panel, pick the reconciliation context and the source leg to ingest into. The panel confirms the destination is Ready to ingest. The context must be active before you can upload.
3
In the Upload file panel, drop a transaction file or browse for one (one file at a time). Pick the file Format if the extension does not identify it.
Format detection is automatic. The panel lists the supported format families. For the full catalog (CSV, JSON, XML, ISO 20022 camt.053, CNAB, and acquirer layouts), see Import formats.
4
Optionally click Preview to inspect how the file parses before committing to the upload.
5
Click Upload. The page shows the upload progress. When the upload is accepted, the page confirms that processing started.
Tracking ingestion status
After uploading, the active import’s status appears on the same page (total rows, imported, and failed counts) until you Dismiss it or choose Stop watching. The Import jobs table below keeps the full ingestion history. It is also available on the Operational History page.