This tutorial is a scaffold for saved reconciliation setup. It follows the current create flow and leaves room to add final RuleSet details once the rule-selection flow is finalized.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.
Before you start
Confirm:- The two source systems are known.
- Each source file type is known: CSV or JSON.
- Saved schemas exist for JSON sources, or you are ready to create them from the setup flow.
- Each source has a stable primary ID field or expression.
- The saved run name is clear enough to recognize later from Open Runs Settings, Run Reconciliation, and automation setup.
What Darpan saves
| Setup choice | Why it matters |
|---|---|
| Run name and description | Identifies the saved setup in run history, automation setup, and result review. |
| Source systems | Tells Darpan which systems are being compared. |
| File types | Tells Darpan how to read each input. |
| Schemas | Gives JSON sources a reusable field contract. |
| Primary IDs | Defines how records are matched across the two sources. |
Steps
Open the create flow
Open Ask Darpan with
Cmd/Ctrl+K or the floating Ask Darpan button. Search for Create Reconciliation Flow and open the result.Name the saved run
Answer What should this run be called? with a stable, specific name. Add a short description when the flow asks for one.
Configure the first source
Choose the system that provides the first file. Then choose the file type.If the first source is JSON, select the saved schema that describes it. If the schema does not exist, use Create New Schema from the setup flow and return after saving it.Choose the primary ID field or enter the primary ID expression that identifies each first-source record.
Configure the second source
Choose the system that provides the second file. The second system must be different from the first system.Choose the file type, select the saved JSON schema when needed, and choose or enter the primary ID field for the second source.
Create the saved run
On the last primary ID step, choose Create. Darpan saves the run setup so it can be executed manually or reused by an automation.