Steps

  1. Open Payments Intelligence and select the property/date range.

  2. Open Imports, choose the provider/source and upload the supported settlement file or paste the CSV contents. Use the sample CSV structure when preparing a manual file.

  3. Choose Preview import and review valid rows and row errors before changing data.

  4. Correct the input where necessary, preview again, then choose Commit import and verify Import committed.

  5. Choose Run reconcile, review the returned outcome, then inspect newly matched items, variances and reconciliation cases for the same scope.