How do I select the Transaction date column?

Short Answer: Use the 'Transaction date' dropdown in the 'Required fields' panel and select the column that holds your transaction/invoice dates example: 'Return Date'.

PreRequisites

1. 'Header row' is set so column names are visible.

2. Data preview shows date values e.g., '01/03/2026'.

Steps

1. Confirm 'Header row' is correct so column labels are readable.
   Column labels like 'Return Date' are visible.

2. Open the 'Transaction date' control and select the date column e.g., 'Return Date'.
   'Transaction date' mapping shows the selected column.

3. Set the 'Date format' to match the format in that column so dates parse correctly.
   Dates parse using the chosen format.

Troubleshooting

1. Selected dates are incorrect or fail to parse.
   LikelyCause: Wrong 'Date format' or wrong column selected.
   Action: Re-select the correct 'Transaction date' column and adjust 'Date format' to match the date order in your file.

2. No date column appears in the dropdown.
   LikelyCause: Date column header missing or header row incorrect.
   Action: Set the correct 'Header row' or add a date header in your source file.

Note: Sample date values in Data preview help you confirm you've chosen the correct column.