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External data is the data you want to compare against your ledger.It can come from anywhere: bank statements, card statements, payment processor statements, internal financial reports, etc. For reconciliation in Blnk, this data must follow our required format to keep things consistent and accurate.
External data varies widely across sources, so formatting it as specified below is necessary.

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Preparing your external data

After exporting your data from your external source, convert it into the specified structure below, ensuring each records includes the following attributes: Once set, export your data in CSV or JSON and upload it to Blnk.
Consider how transactions are recorded in Blnk and use it to determine how you should prepare your data. To avoid any issues with your upload, note the following important details:
  • Make sure the external IDs are unique and have not be used before for a previous reconciliation run.
  • Ensure you use the same currency code used in your ledger per transaction.
  • Convert your date and time to the UTC timezone (specified with the Z suffix).
  • If your ledger uses queue, consider adding the _q suffix to the references in your external data for precise matching.
    Blnk adds _q suffix to the references of transactions in your ledger when they move from the QUEUED status to the next status.

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Upload your data

To upload your data: Upload external data
  • Go to the Reconciliations page from your sidenav.
  • Click on External transactions from the top menu.
  • Click on Upload external data from the top right corner.
Upload your formatted data and give it a source name. Use something descriptive so it’s easy to filter and find later, e.g. “Stripe Jan 2025.” Once uploaded, the transactions will be extracted and added to the External transactions table. You can filter this table by source name, upload ID, amount, currency, etc.

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Need help?

We are very happy to help you make the most of Blnk, regardless of whether it is your first time or you are switching from another tool. To ask questions or discuss issues, please contact us or join our Discord community.