tres-upload-tx-header-validation

name

tres-upload-tx-header-validation

description

The exact column header names required by the TRES Finance bulk transaction CSV upload. Use whenever building, fixing, or validating the header row of a TRES manual transaction or sub-transaction upload CSV — especially after an upload fails with "Missing required column(s): ...". Trigger phrases include: 'fix my CSV headers', 'bulk transaction upload failed', 'missing required columns', 'validate TRES upload CSV', 'transaction CSV template headers'. This skill is ONLY about the header naming convention; it does not cover row values or upload workflow. Do NOT trigger for contacts import CSV (use tres-import-contacts), wallet upload CSV (use tres-wallets-upload), or general CSV parsing unrelated to bulk TX upload headers.

TRES CSV header naming convention

TRES validates the CSV header row against human-readable display names (with spaces and title case), NOT snake_case keys. Using the wrong names fails the upload with:

Missing required column(s): Year, Month, Day, Time, Organizational Wallet, Participating Wallet, Network, Direction, Financial Action, Asset Identifier, Amount, Fiat Currency, Transaction Hash, Transfer ID, Function Name, Method ID

The required header row (exact, in order)

Year,Month,Day,Time,Organizational Wallet,Participating Wallet,Network,Direction,Financial Action,Asset Identifier,Amount,Fiat Value,Fiat Currency,Transaction Hash,Transfer ID,Function Name,Method ID

Rules

• Use these names verbatim — exact spelling, spacing, and title case. They are the display names, not field keys.
• Keep the order above (columns A→Q).
• Fiat Value (column L) is the one optional column — it does not appear in the "missing required column(s)" error, but include it in the header so the template stays aligned; its cells may be left blank.
• All other 16 columns are required in the header row even if a given cell is empty.

Common mistake this prevents

Writing programmatic/snake_case headers like year,month,day,time,wallet_address,third_party,network,direction,type,asset_identifier,amount,fiat_value,fiat_currency,hash,transfer_id,function_name,method_id. These are rejected — TRES wants the display names above (e.g. Organizational Wallet not wallet_address, Participating Wallet not third_party, Financial Action not type, Transaction Hash not hash).