---
page_source: https://juspay.io/sea/docs/dashboard-sea/docs/recon--settlement/setup-process
page_title: Setup Process
---


# **Setup Process** 




## **1. Getting Started** 



Getting started with the **Juspay Reconciliation & Settlement Dashboard**  is quick and easy. Follow the steps below:

* **Request Access** : Reach out to **[bizpayment@juspay.in](mailto:bizpayment@juspay.in)**  to enable reconciliation features for your account.
* **Login** : Once access is granted, log in to your Juspay dashboard.
* **Navigate** : Go to the **"Recon and Settlement"**  section in the sidebar.
* **Begin Setup** : Follow the guided setup to configure data sources and reconciliation rules.


## **2. Authorization & Data Acquisition** 




### 2.1 Automated Gateway Fetch



* Juspay can **automatically**  collect your transaction data using:
  
  * **APIs**  – Secure connection to your payment gateway
  * **S3**  – Accessing files you upload to your cloud storage
  * **SFTP**  – Downloading files from a secure server you provide

> **Note**
> 1. Gateway integration typically uses secure API connections for daily auto-fetch.
> 2. Merchants must **authorize Juspay**  to fetch data from the PG’s.
> 3. Written consent required due to data sensitivity.




### **2.2 Manual Upload** 



You can manually upload **Transaction File, PG, and bank files**  via the Dashboard. The system supports both **CSV (.csv)**  and **Excel (.xls)**  file formats.

[Video](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Upload%20Files.mov)




## **3. Configuration** 



Every merchant uses different file formats and column names across their internal systems, payment gateways, and bank statements. To ensure smooth and accurate reconciliation, **Juspay supports custom configuration and mapping of your data** .


### **3.1 Custom Mapping & Validation** 



Our system standardizes data from various sources by mapping your unique file structures into a common schema. This mapping process ensures consistency and enables accurate reconciliation across all sources.

Juspay also performs several **automated validation checks**  to catch data issues early:

* **Duplicate Record Checks**  – Prevents duplicate entries from affecting reconciliation
* **Nan Value Checks**  – Flags entries where numeric data is missing or not valid
* **Date Format Checks**  – Ensures all date fields follow a consistent format
* **Scientific Value Checks**  – Flags numeric fields that contain values in scientific notation (e.g. `1.23E5`), which may cause errors in reconciliation.


### **3.2 Configuration Process** 



Currently, Juspay configures the mappings on your behalf once we receive sample files from your systems. This includes mapping column names and data types from your merchant, gateway, and bank reports to our internal standards.

> **Note**
> 
> ### **Coming Soon …** 🚧
> 
> 
> 
> A **Self-Serve Configuration Module**  with an intuitive drag-and-drop UI is under development. This will allow merchants to configure and map their own file formats easily, without requiring technical support.