Uploads

On the Uploads page (/uploads) you upload the exports from your sales and payment sources. KanzleiSynchron auto-detects the source from the column headers and parses the file immediately.

Supported sources

Live (production-ready): Stripe, Shopify, Amazon, PayPal, Klarna, e-Rechnung (XRechnung/ZUGFeRD), and DATEV-EXTF.

Beta / in development: Silverflow and a direct bank connection. These sources are not yet cleared for the production month-end close. A full overview is on Supported sources.

Upload a file

1. Open Uploads in the navigation.
2. Click Upload file or drag the CSV onto the drop zone.
3. KanzleiSynchron reads the column headers and shows the detected source (e.g. “Stripe”). If the detection is wrong, pick the source manually.
4. Click Upload. The file is parsed immediately.
5. After parsing you see the number of imported rows and any skipped rows.

Try a sample first

Every source has a Try sample button. It loads a valid sample CSV so you can see the expected format before uploading your own data.

What to upload

For a complete reconciliation you need, per period, at least:

• one sales source (e.g. Shopify orders), and
• the matching payment/payout source (e.g. Stripe payouts or PayPal transactions).

Only then can the matcher reconcile orders against actual money received.

Format requirements

• File type: CSV (UTF-8 recommended).
• Column headers: leave them exactly as exported — KanzleiSynchron uses them to detect the source.
• Amounts: in each provider’s own format; KanzleiSynchron converts to the DIN 5008 format (1.234,56 €).
• Date range: upload the export for exactly the period you are reconciling.

When something goes wrong

What you see	Cause	What to do
Source not detected	Column headers were changed, or the source is unsupported	Re-export the original without edits; pick the source manually if needed
Skipped rows	Individual rows are incomplete or malformed	Check the row numbers in the report, fix them in the source export, re-upload
0 rows imported	Wrong file or empty date range	Verify the correct file/period
Wrong format	File is not a CSV (e.g. XLSX)	Export as CSV from the provider’s tool

You can re-upload a faulty file at any time — the last successful import per source and period is the one that counts.

Download the per-row error report

For any upload you can download a per-row error report as CSV (endpoint /uploads/<file>/errors?format=csv). It lists exactly which row was skipped and why — ideal for targeted fixes in the source export.

Needs counterpart (NEEDS_COUNTERPART)

If you upload a source whose matching counterpart is still missing (e.g. Shopify orders without the corresponding payment/bank source), the Exceptions page shows an amber notice card with status NEEDS_COUNTERPART. Upload the missing counterpart source — then the matcher can pair them. If the notice does not apply (e.g. a PayPal-only client), you can dismiss it.

PDF documents

PDF files are stored but not parsed (source_type='PDF', parse_status='SKIPPED'). They serve as supporting attachments and do not enter the reconciliation.

Next step

After the upload the reconciliation runs automatically. Continue to resolving exceptions.