Home Credit Card Reconciliation How do I view the sample data format?

How do I view the sample data format?

Last updated on Apr 29, 2026

Short Answer: Click 'View sample data format' in the 'Books / Books of accounts' panel to open the sample.

PreRequisites

  1. Be on the 'New reconciliation' page

Steps

  1. Locate the 'Books / Books of accounts' panel on the 'New reconciliation' page.
    You see the dashed upload box and the 'View sample data format' link.

  2. Click 'View sample data format'.
    The sample data format opens so you can confirm the expected columns and structure.

Troubleshooting

  1. 'View sample data format' does not open or download.
    LikelyCause: Browser pop-up blocker or temporary network issue.
    Action: Allow pop-ups for the site, refresh the page, or try another browser and click the link again.

Note: Use the sample to ensure your file’s columns and format match the expected structure before uploading.