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kchampion's avatar
kchampion
New Contributor III
4 years ago
Solved

Transaction Matching - Load/Match Data Daily

Hello! We're implementing Transaction Matching and we have a use case to load transactions on a daily basis and run matching each day.  Our TXM scenario has 12 periods, but we're finding that once t...
Import
Workflow
  • EGalanzovsky's avatar
    EGalanzovsky
    4 years ago

    Hello,

    The source id is a key

    WFTime + WFScenario + WFProfile + SourceID must be unique.

    So you can import any files into the same period. Even without Splitting.

EGalanzovsky's avatar
EGalanzovsky
Icon for OneStream Employee rankOneStream Employee
4 years ago

Hello,

The source id is a key

WFTime + WFScenario + WFProfile + SourceID must be unique.

So you can import any files into the same period. Even without Splitting.

kchampion's avatar
kchampion
New Contributor III
4 years ago

Thank you, that helps greatly!  I parsed the file name with the datetime stamp as the source id and now the unique filenames are loading into the same period.  Thanks!!