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✅ Included in Pro #approvals #match #reconcile

Approval Match Tool

Match raw sales against approved sales using keys like phone + campaign. Download matched, unmatched sales, and unmatched approvals.

📁 Step 1: Upload Files

Match raw sales against approvals using phone + campaign (or phone only). Download matched sales, unmatched sales, and unmatched approvals.

Raw sales file
📄
Drop raw sales CSV or click to browse
.csv/.txt/.tsv
Approvals file
✅
Drop approvals CSV or click to browse
.csv/.txt/.tsv
🧭 Step 2: Column Mapping

Column dropdowns auto-update to real header names after you pick a file.

⚙️ Step 3: Match Rules

Outputs include matched sales, unmatched sales, unmatched approvals, and a match summary report.

Tool overview

Match sales vs approvals using business-friendly keys

How it works

  1. Upload your primary file and a secondary reference file
  2. Choose options that match your columns and workflow
  3. Run the tool and download outputs when processing completes

Use cases

  • Prepare files for reliable imports
  • Create repeatable, audit-friendly outputs
  • Reduce manual spreadsheet cleanup before operations runs

Security & privacy

Uploads and outputs are stored privately and served via protected download links. Outputs are retained for 30 days by default.