CSV intake

Add a separate local batch after reviewing its mapping and validation.

Select a file

Open CSV intake in desktop settings. Choose a UTF-8 CSV with a header row. Declare the amount unit and comparison as-of date.

Map the columns

Review the suggested mapping for IDs, amounts, counterparties, dates, and available grade or control fields. Resolve ambiguous headers. Missing evidence or ratings remain missing or unverified; the importer does not infer them from a name.

Preview validation

Inspect errors and defaults before saving. Invalid rows are not silently dropped. Supported amounts use exact USD decimals or explicit integer cents, as declared by the intake.

Save and compare

A confirmed import saves original bytes and a separate mapped batch. Choose an exact Buy Box to compare it. Use the explicit original-batch switch to return to the copied receivables.

Scope

CSV intake is an optional file workflow. It is not a live ERP connection, an Excel workbook editor, or a replacement for the original source.