Short Answer: Set the order of date parts under "4. Date format" by choosing the correct values for "First value", "Second value", and "Third value" (e.g., Month / Day / Year).
PreRequisites
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You have identified the date column under "3. Transaction date"
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You can read the date values in "Data preview (20 rows)" to determine order
Steps
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Inspect a date cell in the preview to determine the order (for example, whether the value is 1/2/25 meaning Month/Day/Year or Day/Month/Year).
You know the correct order of date components in your file. -
Under "4. Date format" set "First value", "Second value", and "Third value" to match that order (example shown: "Month", "Day", "Year").
Date parts are arranged to match your transaction date format. -
Verify dates appear correctly in the preview after setting the format.
Dates display as expected in the preview and subsequent processing.
Troubleshooting
- Parsed dates show the wrong day or month.
LikelyCause: Date format components are in the wrong order.
Action: Change the values in "4. Date format" (First/Second/Third) to match the order shown in the data (e.g., swap Day and Month).