{"id":23708,"date":"2024-10-17T07:32:56","date_gmt":"2024-10-17T07:32:56","guid":{"rendered":"https:\/\/synder.com\/help\/?p=23708"},"modified":"2026-03-30T16:15:40","modified_gmt":"2026-03-30T16:15:40","slug":"how-to-verify-data-from-your-platforms-in-synder","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-verify-data-from-your-platforms-in-synder\/","title":{"rendered":"How to verify data from your platforms in Synder"},"content":{"rendered":"\n

Synder’s Transaction Verification<\/strong> feature helps you ensure that the data imported from your sales platforms perfectly matches the records in Synder. This guide will walk you through the steps to compare your platform data with Synder’s records, identify discrepancies, and confirm the accuracy of your financial data.<\/p>\n\n\n\n

Overview:<\/b><\/p>\n

    \n\t

  1. Getting Started with Transaction Verification\n<\/a><\/p><\/li>\n\t

  2. Preparing your data file\n<\/a><\/p><\/li>\n

  3. Creating a new verification\n<\/a><\/p><\/li>\n

  4. Understanding verification statuses\n<\/a><\/p><\/li>\n

  5. Reviewing verification results<\/a><\/p><\/li>\n

  6. Managing transactions<\/a><\/p><\/li>\n

  7. Finalizing the verification\n<\/a><\/p><\/li>\n

  8. Edge cases and FAQ\n<\/a><\/p><\/li>\n<\/ol>\n\n\n\n

    Getting Started with Transaction Verification\n<\/strong><\/h2>\n\n\n\n

    To access the Transaction Verification feature:<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Preparing your data file<\/strong><\/h2>\n\n\n\n

    Before starting a new verification, make sure to download an export file from the integration and format it into a data file based on the provided template.<\/p>\n\n\n\n

    Steps to prepare the data file:<\/h3>\n\n\n\n

    1. Export transactions from the integration.<\/p>\n\n\n\n

    2. Download the Template:<\/p>\n\n\n\n

    -Start a new verification: on the Transaction Verification<\/strong> page, click New Verification.<\/strong>
    -Click on the Download template<\/strong> within the Transaction Verification<\/strong> page.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    This will download a CSV file with the following columns:<\/p>\n\n\n\n

    -Transaction ID
    -Transaction date\/time
    -Amount
    -Currency<\/p>\n\n\n\n

    3. Fill out the template:<\/p>\n\n\n\n

    -Open the CSV file using any spreadsheet software (e.g., Excel, Google Sheets).
    -Fill in the template with transaction data exported from your platform.
    -Ensure that the data corresponds to the period you wish to verify.<\/p>\n\n\n\n

    4. Save the file:<\/p>\n\n\n\n

    -Once you’ve filled in the data, save the file in the CSV format.<\/p>\n\n\n\n

    Creating a new verification<\/strong><\/h2>\n\n\n\n

    To create a new verification:<\/p>\n\n\n\n

    1. Start a new verification: on the Transaction Verification<\/strong> page, click New Verification.<\/strong><\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    2. Set the date range: Select the period for which you want to verify data using the date picker.<\/p>\n\n\n\n

    3. Choose the integration: from the dropdown menu, select the integration you want to compare data against.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    4. Upload your data file:<\/p>\n\n\n\n

    -Click Browse<\/strong> and select the CSV file you prepared.
    -Wait for the file to upload.<\/p>\n\n\n\n

    5. Complete the import: Click on the Import file<\/strong> to confirm.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    6. Ready for review: Once the file is uploaded and processed, the status will change to Ready for review<\/strong>.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Understanding verification statuses<\/strong><\/h2>\n\n\n\n

    Each verification intent has a status indicating its current state:<\/p>\n\n\n\n