Configuration Guide

This guide helps you set up a Payment Gateway Configuration for reconciling transaction data from those providers.

The configuration ensures that uploaded PG files are correctly transformed, validated, and mapped to your database, covering orders, refunds, and chargebacks (adjustments).

PSP Config on Juspay Dashboard

Configuration Breakdown:

1. Chargeback Configuration

In payment gateway reconciliation, chargebacks (typically represented as adjustment entries in the settlement reports) need to be explicitly handled. These are not traditional payment or refund entries they're disputes or transaction reversals triggered post-settlement.

To ensure these records are properly accounted for during reconciliation, we define a configuration that enables the system to accurately detect, transform, and tag chargeback entries.

1.1 Filters

This configuration applies to rows where the type field equals "adjustment", indicating a chargeback.

1.2 Field Mapping

• Each configuration maps CSV column names to corresponding internal database field names.

  Eg: fee_amount": "fee"

  This means the fee_amount column in the CSV will be saved into the fee column in the database.

2. Global Configuration

global_configuration:Add or Override Columns

Used to add or override columns such as gateway and merchant_id . If all transactions belong to the same merchant, this configuration ensures consistency across all records.

What it does:

3. Local Configuration

local_configuration:Allows Processing Logic

This configuration section defines how to process different types of transactions such as ORDER and REFUND based on specific filter conditions.

4. Validation

validation:Ensuring Data Integrity

The validation section defines a set of rules that your uploaded CSV data must pass before it's accepted for processing. These checks help ensure that the data is clean, complete, and correctly formatted.

When a file is uploaded, the system will automatically run the defined validations on the mapped columns from your CSV. If any of the validation checks fail, the corresponding row or file can be rejected, flagged, or corrected as per implementation.

Validation Logic Breakdown