Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime.
Supporting documents
- Prepare source document and partner tax details.
Completing and checking data
- Open ‘Partner Mappings’ and identify the document or rule requiring review.
- Compare extracted identity and selected customer or supplier with the documents before confirming.
- Compare the tax ID, country and name before confirming. Do not merge people or companies merely because their names are similar.
- After confirmation, check the resulting document or export. For incorrect identification, use the available correction and retain confirmation history.
Data is explicitly linked to the appropriate identification or treatment.
Official sources for this activity
Checked on 10 September 2026. Apply the rules for the period and the company's legal form.
Related resources
Practical example
The file’s partner has a different local code but the same tax identifier as Atelier U2 SRL. Check the identity and confirm the match without creating a duplicate partner. Do not map together two companies with similar names and different tax IDs.
Frequently asked questions and solutions
The confirmed selection does not match the source.
Check the document and correct identity, then correct the mapping. Check records and files already produced separately; a new rule does not automatically rewrite them.
The file was downloaded or uploaded. Is the data already applied?
Check the summary, mappings, rejected rows and confirmation stage, then data in the receiving program. An available file does not prove it was imported. Check existing records before retrying to avoid duplicate documents.