Sources management

With the Source Management feauture you can create folders and manage uploaded sources.

What is a source?

It is a database that is fed with multiple files that have the same structure, that is, files that have the same number of columns and contain the same type of information.

The sources are the main input to configure a reconciliation, so without them it will not be possible to execute your reconciliations in Simetrik.

The modifications that your files require can be made directly in the source, in this way, Simetrik will save them and the new files that you upload to your source will take this configuration automatically.

At this time, Simetrik reads files that come in the following table formats:

• Excel (single sheet)

• TXT

• CSV

How to create a source?

Step 1 - Create a new source

To create a new source go to the Sources section and select the New Source button at the top right.

Step 2 - Name source

Assign a name to the source and click outside the window or press the Enter key to have the system save the information.

Step 3 - Add files

Go to File Manager and add the files that are going to be part of your source.

Additional functions

Archive: Here you can archive the sources that you no longer want to display in your workspace.

Remember that you can only archive sources that have not been used to create a reconciliation.

Edit: With this function you can rename the created source.

Move to folder: Here you can move your created sources to the folders you have previously created.

Create integration: With this functionality you will be able to automate your source

To learn more about how to create an input integration you can go to the next section:

View alarm: In this section you can view the alarms associated with the selected source.

To learn more about alarm management you can go to the following section:

Create alarm: In this section you can create alarms on the selected source. These will allow you to be notified about the behavior of your source.

You can also create alarms from the Alarms module. To learn more about how to create a source you can go to the next section:

To manage the files uploaded to your source you can redirect to this Manage file button.

To learn more about what you can do in this section we invite you to redirect you to the following link:

View table: Here you can consult the details of your source at the transactional level and configure additional aspects about it.

To explore all the functionalities you find in this section you can go to the next section of this documentation:

Folder creation and management

Step 1- Create new folder

To organize your sources into folders, go to the Sources section and click the + New Folder button located at the top right of the screen to create a new folder.

Step 2 - Name folder

Assign a name to the folder and click outside the window or press the Enter key to have the system save the information.