Account Monitoring
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      Upload core transaction data

      Before you start

      Please review the standard Green Check fields below to ensure you upload the necessary data.

      Field Name

      Definition

      Format

      AcctID *

      Unique identifier, e.g. account #, CIF, EIN, etc.

      Required, Alphanumeric

      AcctName

      Name of Account Holder

      Optional, Alphanumeric

      TranID

      Unique id of the transaction, if applicable

      Optional, Numeric

      TranDateTime *

      Date and time stamp of the transaction

      Required, Date/Time (see Table 2.)

      TranName

      Internal name of the transaction, if applicable

      Optional, Alphanumeric

      TranDesc

      Descriptive transaction details

      Optional, Alphanumeric

      TranCode *

      Identifying code which determines transaction type

      Required, Alphanumeric

      TranAmt *

      Dollar amount of the transactions

      Required, numeric

      PostDate

      Date transaction was posted to the account

      Optional, Date (see Table 2.)

      StartBal

      Beginning account balance, prior to transaction completing

      Optional, numeric

      EndBal

      Ending account balance, after transaction clears

      Optional, numeric

       

      Table 2. Acceptable date formats

       

            "MM/dd/yyyy hh:mm:ss:a",
            "M/dd/yyyy hh:mm:ssa",
            "M/dd/yyyy  hh:mm:ssa",
            "M/dd/yyyy hh:mm:ss a",
            "MM/dd/yyyy hh:mm:ssa",
            "MM/dd/yyyy hh:mm:ss a",
            "M/d/yyyy h:mm:ssa",
            "M/d/yyyy h:mm:ss a",
            "M/d/yyyy HH:mm",
            "M/dd/yyyy HH:mm",
            "MM/d/yyyy HH:mm",
            "MM/dd/yyyy HH:mm",
            "M/d/yy HH:mm",
            "M/dd/yy HH:mm",
            "MM/d/yy HH:mm",
            "MM/dd/yy HH:mm",
            "M/d/yyyy H:mm",
            "M/dd/yyyy H:mm",
            "MM/d/yyyy H:mm",
            "MM/dd/yyyy H:mm",
            "yyyy-MM-dd hh:mm:ss a",
            "yyyy-MM-dd-HH.mm.ss",
            "yyyy-MM-dd-H.mm.ss",
            "yyyy-MM-dd-hh.mm.ss",
            "yyyy-MM-dd-h.mm.ss",
            "yyyy-M-dd-HH.mm.ss",
            "yyyy-M-dd-H.mm.ss",
            "yyyy-M-dd-hh.mm.ss",
            "yyyy-M-dd-h.mm.ss",
            "yyyy-MM-d-HH.mm.ss",
            "yyyy-MM-d-H.mm.ss",
            "yyyy-MM-d-hh.mm.ss",
            "yyyy-MM-d-h.mm.ss",
            "yyyy-M-d-HH.mm.ss",
            "yyyy-M-d-H.mm.ss",
            "yyyy-M-d-hh.mm.ss",
            "yyyy-M-d-h.mm.ss"

       

       

      You have two options to upload your core transaction data:

      Option A (recommended): Upload a File
      You can upload a report out of your core directly to Green Check. You'll simply need to match the columns in your report with the standard Green Check fields listed above.


      Option B: Manually enter transaction data
      You can manually enter data directly into the upload window. 

      Option A: Upload a file

      We recommend uploading a report that you export directly from your core.

      You may be able to create a custom report in your core that matches the formatting of our core transactions upload template:

      First, you'll choose a file.

      • In your Green Check account, navigate to the Data page, then click Import Data.

      • Click Upload data from file. A file browser will open for you to select your file. Acceptable file formats include .csv, .tsv, and .xml.

      • Next you will see a screen asking you if the first row contains column names. If it does, click Yes. If it doesn't, click No.

       

      Now, you'll match the column headers from your report to the standard fields in Green Check.

      Please note: The column headers from your spreadsheet will show up in bold next to the column letter (left). You'll need to match this column name to a standard Green Check field using the dropdown next to the column name (right).

      Most column headers will be automatically matched to a standard Green Check field. If it is matched to the incorrect field, use the dropdown to match it to the correct field.

      • You’ll need to match all of your columns to a standard Green Check field. Once a column is correctly matched, click Confirm mapping. 
        • If your report contains any columns that don't map to a standard Green Check field, you can click Ignore this column.

      Please note: You’ll only have to do this matching process once, your settings will be saved so future uploads can be completed in just a matter of seconds.

      • Once you’ve successfully matched your data and ignored extra columns, scroll down and click Review on the bottom right.


      Now, review your data to make sure all of your columns were correctly matched.

      • You can click to edit any cells directly on the upload window.
        • Cells highlighted in red have an error that should be fixed before submission.
        • Cells highlighted in yellow have been automatically formatted by our system and do not need to be edited before submission. You can hover over any highlighted cells to see notes on the issue and how to resolve it.
      • Once you’ve resolved any cell errors, click Continue. If you are ready to submit click Yes on the next window.

      Please note: You will be notified of the result of your core transaction upload within a few moments of submitting. You will receive a notification if your sales did not successfully upload.

      Option B: Manually enter core transaction data

      • In your Green Check account, navigate to the Data page, then click Import Data.

      • Enter your core transaction data directly into the upload window. 

        • Cells highlighted in red have an error that should be fixed before submission.
      • Once you’ve resolved any cell errors, click Continue. If you are ready to submit click Yes on the next window. 

        Please note: You will be notified of the result of your core transaction upload within a few moments of submitting. You will receive a notification if your sales did not successfully upload.

        Viewing core transaction data

        After uploading, your core transaction data will be available on the Data page, under the Data Summary tab. You can filter this data by date using the Date Range filter or by Account using the search bar.