Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.drpn.ai/llms.txt

Use this file to discover all available pages before exploring further.

This tutorial is a scaffold for reconciliation automation setup. It reflects the current automation wizard and will be tightened after the final source and schedule flows are confirmed.

​
Before you start

Confirm:
  • A saved reconciliation run exists, or you are ready to create one.
  • The saved run has the correct source systems, schemas, and primary IDs.
  • Source access is ready: SFTP servers for file inputs, or API sources such as Shopify and HotWax for date-range extraction.
  • The schedule is known: manual, hourly, daily, or another schedule supported by your environment.
  • The remote file paths or API date window are known.
  • Your user can edit tenant settings.

​
Automation choices

ChoiceUse when
Automate an existing reconciliationThe saved run already exists and only needs input and schedule setup.
Create a new reconciliation and automate itThe saved run needs to be created before automation can be saved.
SFTP file inputsEach run should read files from SFTP paths.
API date-range extractionEach run should pull source records from API-backed sources such as Shopify or HotWax.
ManualThe automation should be runnable on demand but not scheduled.
Every hour or Daily at 6:00 UTCThe automation should run on a recurring schedule.

​
Steps

1

Open automations

Open Ask Darpan with Cmd/Ctrl+K or the floating Ask Darpan button. Search for Open Automations and open the result.
2

Start the automation wizard

Choose Create Automation. Darpan asks What is this automation for?Choose Automate an existing reconciliation when the saved run already exists. Choose Create a new reconciliation and automate it when the run setup still needs to be created.
3

Choose the saved run

When Darpan asks Which saved run should this automation use?, select the saved reconciliation run.If the run is missing, go back to Set up a reconciliation run and create it first.
4

Choose the input mode

When Darpan asks how it should get files for the run, choose one input mode:
  • SFTP file inputs for two remote file paths.
  • API date-range extraction for two API-backed sources and a date window.
5

Configure the sources

For SFTP file inputs, choose the SFTP server for the first file, enter the first remote path, choose the SFTP server for the second file, and enter the second remote path.For API date-range extraction, choose the API source for the first file, choose the API source for the second file, and select the date window.
6

Choose the schedule

When Darpan asks When should this automation run?, choose Manual, Every hour, or Daily at 6:00 UTC.
7

Name and create the automation

Answer What should this automation be called? with a stable name that includes the compared systems and cadence. Choose Create Automation.
8

Validate the automation

Return to Open Automations. Confirm the row shows the expected input mode, schedule, state, and next run.Use the run-now action for a controlled test, then open automation history to confirm the execution status and generated output.

​
Troubleshooting

  • If no saved runs appear, finish Set up a reconciliation run first.
  • If no SFTP source appears, create or reactivate the required SFTP server from Open SFTP Servers.
  • If no API source appears, confirm the relevant system setup from Set up Shopify or Set up HotWax.
  • If a scheduled automation produces no matches, check source date ranges, remote file paths, schemas, and primary IDs before changing the schedule.