Note: only Sojern Admin users can access this tool to upload bulk reconciliation data. However, anyone at Sojern can be in charge to fill out the file.
Sample file
In order to ensure you have the correct columns in your spreadsheet, Sojern Admins can download a sample CSV file from the Portal.
- Go to Admin >> Bulk Reconciliation
- Click on Download Sample CSV
Uploading Reconciliation Data
- To keep things tidy, rename your file with the name of the reconciliation effort.
- No special characters (e.g., @, #, $, %, &, *)
- No spaces - use underscores or hyphens instead
- Maximum length of 255 characters
- Go to Admin >> Bulk Reconciliation
- In the Bulk Reconciliation/Removal File section, drag and drop your file or use the link to browse files on your device
- In the Files section, you will display your selected file. Click Submit
- In the table at the bottom, you can see the status of your upload under the Status column. If the upload is successful, you will see that all rows within the file have been processed (ie. “10 processed of 10”).
- To review the changes made via the upload, click on Download next to the completed file.
Things to note
The user performing the bulk reconciliation is responsible for ensuring data accuracy, including columns that align with the required format and using reconciliation reasons applicable and available to the account they are reconciling for.
Troubleshooting
If you need access to the bulk reconciliation tool but you don’t have it, please log a Jira ticket for the Product Support team.
Processing stages and errors
- Status “Created”: your file is queued to be processed. Wait and have faith.
- Status “Processed”: depending on the number of rows processed, your upload could be completed, failed or partially failed. Examples for a file of 10 rows:
- “10 processed of 10”: upload completed
- “0 processed of 10”: upload failed - please download the related file and review the specific error message per row.
- “4 processed of 10”: upload partially failed - please download the related file and review the specific error message per row.
- Status “Failed”: this could denote internal server errors or file processing errors. Please retry to upload your file. If the error persists, please submit a Product Support ticket.
- Note: max file size accepted is 5MB.
If you have any doubt on the processing errors, please submit a Product Support ticket.