Reconciliation is a process that ensures the accuracy and consistency of reported data between you and your advertisers. It helps synchronize conversions and conversion sums, which ensures more automation to your recurring activities with advertisers and leads to faster data and payouts management with affiliates afterwards.
Instead of manually checking Excel sheets, you can upload the advertiser’s conversion list. Affise automatically compares it with your internal data, highlights any mismatches or payment issues, and saves you hours of manual work each month.
💰 The feature is available only for certain plans. Contact your Affise account manager to get the feature.
Reconciliations
To find the feature, go to Advertisers > Reconciliations.
Here, you can see the Reconciliations list.
where:
Name: the name of the report. You can click the report and go to the report page.
Status: the status of the report (Importing, Draft, and Approved).
Number of mismatches: the number of mismatches.
Advertiser: an advertiser.
Date of creation: date of report creation.
Conversions from: the first date of conversion in the report, as specified during import.
Conversions to: the last date of conversion in the report, as specified during import.
You can also approve or delete a report if needed.
Create a reconciliation
🔎 The main principle of creating a reconciliation is similar to import. You can read more about it here.
To add a reconciliation, do the following:
Click New reconciliation.
In the Choose advertiser dropdown, select an advertiser.
In the Specify period drop-downs, select the needed dates.
Upload the CSV file from advertiser.
Required fields:
Offer ID
Conversion ID
Status
Goal
Revenue
The rest of the fields are optional.
⚠️ Keep in mind the following peculiarities:
Status should be specified in the text format, according to Affise: Confirmed, Pending, Declined, Hold.
In the Sum field, you should specify payout from the advertiser.
Date formats supported in the file:
2025-08-04 00:00:00
2025-08-04T00:00:00Z
2025-08-04T00:00:00.000000000Z
2025-08-04T00:00:00
2025-08-04T00:00:00.000Z
2025-08-04T00:00:00.000000Z
2025/08/04 00:00:00
08/04/2025 00:00:00
04-08-2025 00:00:00
Once all steps are completed, the system shows this report in the report list with the Importing status. The system compares the uploaded file to Affise data and shows you summary of mismatches and table of matched and unmatched conversions.
Report page
🔎 Differentiate these two terms:
In Affise (Internal): values on Affise at the moment of report creation.
External: values from the file imported into a report during import, i.e., from the advertiser.
On the Report page, you can see the following:
where:
1: About and Approve buttons:
You can click the About button to see report details.
You can click the Approve button to change the status of the report from Draft to Approved.
🔎 When approving the report, you should choose whether to prevent conversion changes to affect the report in the future or allow future changes:
2: Monetary values, conversions, and filters:
Revenue: revenue on Affise vs payouts specified by advertiser.
Conversions:
Non-existing conversions: couldn’t match based on actionID + goal + offerID.
Conversions with mismatches: matched by actionID + goal + offerID, but different values in other fields.
Filters:
Search by Conversion ID
Not found in
Mismatch in
3: Conversions table: list of all conversions for a specified advertiser and time period, showing values in both Affise and the imported file. Here, the system highlights not found or mismatched fields.
Use cases
1. Find missing conversions
You can see a summary of not found conversions in the Non-existing conversions widget on the report page.
Use the filter below to display only the mismatched conversions.
2. Find conversions with Mismatch status
You can see the totals of conversions with any mismatch to get an idea of the differences.
Or use the filter to display only the conversions with specific fields mismatched: Status, Revenue, or any other.
3. Payment discrepancy
The advertiser's file shows a $5 payout, but Affise has $4 recorded revenue. The difference is shown and aggregated.
Please contact the Affise Customer Support team regarding all raised questions via the e-mail: [email protected].