Home Customer Reconciliation What does ‘Header row’ mean and how should I set it?

What does ‘Header row’ mean and how should I set it?

Last updated on Apr 23, 2026

Short Answer: The ‘Header row’ is the row number containing your column names—set it to the row where headers appear.

PreRequisites

  1. File is uploaded and Data preview (20 rows) is visible

  2. You can identify where column names appear in the preview

Steps

  1. Identify the header row.
    Look in the Data preview and find the row that contains column names (e.g., Invoice No., Date, Amount).

  2. Set the header row value.
    In ‘2. Header row’, enter or select the row number where these headers appear.

  3. Verify header mapping.
    Check that field selectors (like Transaction date or Reference / Description) now show correct column names.

Troubleshooting

  1. Column names appear as data instead of headers
    Likely Cause: Incorrect header row selected
    Action: Adjust the row number until column names appear correctly as selectable fields

Note: If your file has extra rows (like titles or notes) above the headers, skip them and select the row that contains the actual column labels.