Reporting #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.