Import and intake

Typical workflow

• Prepare CSV with required classification and party fields.
• Upload, map columns, and monitor batch OK/review/hold/error counts.
• Use manual intake for one-off lines.
• Confirm rows on Transactions; route holds to Approvals.

CSV import

Upload a mapped CSV to bulk-create or update transactions. Validation errors should surface in the UI with actionable messages — silent failure is a launch blocker; report missing columns or invalid rows to your administrator.

Manual intake

Use manual intake for one-off lines or corrections. Required fields depend on your org policy configuration. Incomplete intake will block downstream certification.

Processing jobs

Managers can inspect the Processing workspace for job status. Large imports may run asynchronously; refresh or return to Transactions once processing completes.

In the browser

• Sidebar → Import — confirm upload and manual intake areas.
• In demo, skip upload if Transactions already has seeded rows.
• After a real upload, open Transactions and filter for hold/error counts.