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Simetrik Academy (EN)
  • 🏡Simetrik Academy
  • 📺Youtube • Simetrik
  • 🚀What's new
    • Transformations improvement
    • Groupings
      • Cumulative groupings
    • Crossover rules
    • Link to Quicksight
    • Archive reconciliations
  • 🦮Quick guide
    • Create your first reconciliation
    • Accounts and workspaces
      • Account creation
      • Auth0 Guardian Authentication
    • 1. Prepare your sources
    • 2. Configure your crossover
    • Glossary
    • Folder manager for sources, reconciliations and dashboards
    • 3.Check your results
  • 📄Sources
    • Uploading TXT files
    • Sources management
    • Updating sources
    • What can you find in your source?
      • Automatic duplicates column
      • Automatic columns
      • Applying Filters
      • Reconcilable Groups
      • Groupings
      • Transformation columns
      • Duplicate columns
    • Deleting multiple files
    • Automatic columns
    • Join of sources
  • 🔁Reconciliations
    • Creation of crossover keys
    • Collisions
    • Modification of crossover keys
    • Reconciliation sweeps
    • Sweep robustness
    • Tolerance and non-equal keys
    • Edit reconciliation
    • Manual reconciliations
    • Crossover Types Configuration
    • Chained reconciliation
    • Reconciliation tables
    • VLookUp column
    • Validation of amounts in Manual Reconciliation
    • Record adjustment
    • Archive reconciliations
    • Multiple manual reconciliations
    • Reconciliation Folders
    • Status of a reconciliation
  • 📊Dashboards
    • Dashboards name edition
    • Reconciliation Percentage
    • Custom dashboard
    • Pivot table
    • Delete Dashboard
  • 🔔Alarms
    • Alarms and notifications
  • 🔌Integrations
    • What is an integration?
    • Types of input integration
      • SFTP
  • Training session
    • Training of Trainers
  • FAQ & Tips
    • ❔FAQ
    • 🎇Tips
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On this page
  • How to update a source?
  • Step 1 - Manage files
  • Step 3 - View Table

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  1. Sources

Updating sources

The "Add a file" option allows you to continue adding information or transactions to the sources that have been previously uploaded and configured.

PreviousSources managementNextWhat can you find in your source?

Last updated 2 years ago

Was this helpful?

In this article you will be able to see the step by step of how to update a source manually. For more information on how to update sources automatically, see the main integrations article.

How to update a source?

Step 1 - Manage files

In the Sources section, hover over the font you need to update and click Manage Files.

Step 2 - Upload files to the source

A new view will open where you can drag or upload the file(s) to your source.

Remember:

In you will be able to:

  • View the uploaded files, the date they were uploaded and the number of records that each file has.

  • View the file status, whether scanning, processing, processed, scan failed, failed, or deleted

  • Execute the actions of deleting or downloading a file from your source.

Step 3 - View Table

Once the information has been loaded, click on the View Table button (at the top right) which will be enabled only when the source has been successfully loaded.

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🔌Integrations