RECONCILIATION GUIDE

How to Reconcile Data Between Two Systems

Reconciliation connects equivalent records across two systems, compares the values that matter, and surfaces only the exceptions.

Choose the comparison key

The key must identify the same logical record in both systems.

Choose the comparison fields

Prioritize the fields whose accuracy matters operationally.

Classify the result

  • OK
  • Missing
  • Different
  • Duplicate

Frequently asked questions

What do I need to reconcile two systems?

Access to both datasets, a stable record identifier, selected comparison fields, and clear normalization rules.

VERIFY THE RESULT

Do not stop at integration success.

Compare the actual source and target data after the workflow finishes.

Start verifying→