If you choose to complete your report by uploading a prepared file with all your data, the system will then prompt you to match your inputs to the values our system expects.
First, the system will ask you to confirm whether your file contains a row with column headers. This lets the system know which columns contain which values. If you’re working from a template downloaded through the partner portal, clicking “yes” should be all you need to do.
Next, the system will confirm that the data you’ve entered matches what is expected. It does this in two ways:
Column header matching
The system will match each column header in your file to the column header our system expects. If your columns have different titles (as in the screenshot below—“date“ vs “Invoice Date“) the system will try to find the best match. You can change this column mapping by clicking the dropdown menu next to the column name.
Some fields (like the ones asking about suppliers or products) check to make sure that the values you’ve entered match the values we expect. This step allows you to correct all these values at once.
For these fields, all unique values from your uploaded sheet will be shown, and you’ll have the ability to map each of these to expected values. The system will do its best to guess what you meant with each value, but it may not be able to properly identify each one. To map these correctly, select the dropdown in the ”Our Values” column and pick the appropriate value.
Sometimes the system might incorrectly guess what you meant with a given value, so it’s important to review all of these items before moving onto the next step.
Once you've finished matching all your data, you can click ”Review” at the bottom of the screen to view your updated report and make additional in-line edits, if you’d like.